Sales and Lead ManagementPurpose
1.2. Automatically capture, track, and manage inquiries from web forms, phone calls, emails, SMS, social media, and chat.
1.3. Send instant confirmation, reminders, and instructions linked to staff calendar availability.
1.4. Eliminate double-booking, reduce manual coordination, and capture detailed customer interest profiles for staff prep.
Trigger Conditions
2.2. Inbound call requesting an appointment via IVR or SMS text response.
2.3. Customer reply to targeted marketing emails or SMS requesting a visit.
2.4. Message received on social platforms (Facebook, Instagram, WhatsApp) requesting an appointment.
2.5. Chatbot interaction with scheduling intent detected.
Platform Variants
3.1. Google Calendar API
• Feature/Setting: Insert Events — Automate calendar entry creation with customer and staff details, set reminders.
3.2. Microsoft Outlook 365 Calendar API
• Feature/Setting: Create Event endpoint — Syncs appointments with showroom staff calendars, auto-sends reminders.
3.3. Calendly
• Feature/Setting: Webhooks/Invitee Created — Triggers after booking, sends customer/staff notification email.
3.4. Acuity Scheduling API
• Feature/Setting: Appointment Scheduled trigger — Automates workflow after reservation.
3.5. Zoho Bookings
• Feature/Setting: Booking API/Add Bookings — Inserts new consultations, emails confirmations.
3.6. Salesforce
• Feature/Setting: Event Creation in Sales Cloud — Logs scheduled visits to CRM against lead record.
3.7. HubSpot
• Feature/Setting: Meetings Link/Booked Event trigger — Updates contact profiles with scheduled activities.
3.8. Twilio SMS
• Feature/Setting: Programmable Messaging/Receive SMS — Initiates booking flow via text.
3.9. Slack
• Feature/Setting: Incoming Webhooks — Sends real-time alerts to showroom team channel for new appointments.
3.10. Gmail API
• Feature/Setting: Send Message endpoint — Confirms booking instantly with personalized email.
3.11. Outlook SMTP
• Feature/Setting: Automated Outbound Email — Delivers visit confirmation or further instructions.
3.12. WhatsApp Business Cloud API
• Feature/Setting: Text Message Notification — Sends appointment confirmation and maps/location via WhatsApp.
3.13. Facebook Messenger Platform
• Feature/Setting: Messaging Webhook — Auto-responds to booking requests with follow-up scheduling options.
3.14. Instagram Graph API
• Feature/Setting: Message Webhooks — Detect scheduling requests on DM, trigger workflow.
3.15. Shopify
• Feature/Setting: Custom App/Order Notes — Tag orders requesting consultation or visit.
3.16. WordPress (WPForms or Gravity Forms)
• Feature/Setting: Form Submission Webhook — Initiates booking logic post-form submission.
3.17. Zoom API
• Feature/Setting: Create Meeting endpoint — Generates unique video links for virtual showings.
3.18. Microsoft Teams API
• Feature/Setting: Schedule Online Meeting — Sets up video consultations directly for remote clients.
3.19. Pipedrive
• Feature/Setting: Activity Creation API — Logs showroom or consult visits into sales pipeline.
3.20. Mailchimp
• Feature/Setting: Automated Workflow Trigger — Follows up on interest with a personalized email.
3.21. Airtable
• Feature/Setting: Records API/Create Record — Centralizes appointment and customer data for analytics.
3.22. Stripe API
• Feature/Setting: Payment Link Generation — Request deposits for premium in-depth consults.
3.23. Intercom
• Feature/Setting: Bot Custom Action/Schedule Demo — Books via conversation in website chat.
3.24. Freshdesk
• Feature/Setting: Ticket Creation for New Visit — Assigns consults as tasks to sales team.
3.25. Google Forms API
• Feature/Setting: On Submit webhook — Captures appointment intents and triggers scheduling.
Benefits
4.2. Eliminates staff double-booking and errors.
4.3. Integrated customer journey from first contact to in-person or virtual meeting.
4.4. Improved customer experience with instant confirmations/reminders.
4.5. Multi-platform capture ensures leads from every digital channel are serviced promptly.