CRM - Automating Sending a Link for Meeting Scheduling

Imagine that your team has many leads and wastes time manually sending the link to schedule meetings. To speed things up, just set up an automation in the CRM: when the opportunity enters the stage Schedule Meeting, the system automatically sends the link via WhatsApp, ensuring quick follow-up and freeing the salesperson to focus on closing.

Warning: for this automation, it is necessary that the responsible user has a calendar, created in Public Calendar.

Steps to Automate Sending the Scheduling Link

This tutorial uses the automation features within the CRM module.

1. Accessing the CRM Automation Area

The first step is to navigate to the area where you manage the stages of your Sales Funnel and configure automations. Type "CRM" in the service finder field.

1. Creating the Automation in the Desired Stage

You can choose a funnel automation (to capture the entire funnel), or a stage automation (to capture only that stage). In our example, we will set up for the "Scheduled Meeting" stage.

1. In the desired funnel, click the automation icon.

2. In the stage, click the Add (+) icon next to the stage name to create a new automation.

3. Automation Setup

• Set a descriptive title for easy identification.

• Trigger: "The contact schedules a meeting" and choose the calendar.

• Condition: in this strategy we will not use any condition, but you can add one if it makes sense for your operation.

• Action: add the action "Send WhatsApp to the contact", select the sending account and write the personalized message with the scheduling link.

• Use the tokens by clicking the "tag" icon.

Meaning of the tokens used:

Token	Meaning
{contactfield=firstname}	Lead's first name
{pcalendar=owner}	First calendar of the Lead or opportunity owner

• Adjust the repetition settings and additional settings according to your strategy and save the automation.

With this flow, you ensure that the scheduling link is sent immediately and without manual intervention from the salesperson, speeding up the process and improving the experience of the lead.