# CRM - Automating the Sending of a Meeting Scheduling Link

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Imagine your team has many leads and wastes time manually sending the link to schedule meetings. To speed 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.

{% hint style="info" %}
**Attention**: for this automation, it is necessary that the responsible user has a calendar, created in [*Public Calendar*](/en/topics/relate/public-calendar.md).
{% endhint %}

#### Steps to Automate Sending the Scheduling Link

This tutorial uses the automation features within the CRM module.

**1. Accessing the CRM Automations 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 find service field.

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2. **Creating the Automation in the Desired Stage**

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

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

<figure><img src="/files/018eeba89db5e23495d3364a42e071031936bba8" alt=""><figcaption></figcaption></figure>

**3. Automation Configuration**

* Define a descriptive title for easy identification.
* **Trigger**: “The contact schedules a meeting” and choose the calendar.

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* **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 tokens by clicking the "label" icon.

<figure><img src="/files/3166e17ac32e88e21eec09d5e576434fd17b88cf" alt=""><figcaption></figcaption></figure>

#### Meaning of the tokens used:

<table><thead><tr><th width="263">Token</th><th width="483">Meaning</th></tr></thead><tbody><tr><td>{contactfield=firstname}</td><td>Lead's first name</td></tr><tr><td>{pcalendar=owner}</td><td>First calendar of the Lead's or opportunity's owner</td></tr></tbody></table>

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

<figure><img src="/files/f3587e41a20f3bbb42a1784fcfacf3520af01e25" alt=""><figcaption></figcaption></figure>

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 *lead*.


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