CRM - Automating Sending of Meeting Scheduling Link
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.
Attention: 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 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.
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.
In the desired funnel, click the automations icon.
In the stage, click the Add (+) icon next to the stage name to create a new automation.
3. Automation Configuration
Define 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 tokens by clicking the "label" icon.
Meaning of the tokens used:
Token
Meaning
{contactfield=firstname}
Lead's first name
{pcalendar=owner}
First calendar of the Lead's or opportunity's 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 lead.
