Book meetings from emails

Turn email conversations into booked meetings. Let prospects book with one click directly from your emails.

H🧐w can I do that?

Why should I do it?

✅ Pre-book your reps' calendars to maximize event ROI 

✅ Convert booth conversations to meetings without the back-and-forth

✅ Prevent calendar conflicts between event and regular meetings 

✅ Sync meetings to reps’ calendars and automatically update your CRM.

How have others done this?

Cloud Platform
  1. SDR follows up after webinar
  2. Includes personalized magic link
  3. Link contains context:
    • Company details
    • Webinar participation
    • Interest areas
  4. Routes to appropriate cloud specialist
Analytics Platform
  1. AE follows up on product interest
  2. Sends personalized booking link
  3. Maintains context:
    • Current BI tools
    • Data volume
    • Use case
  4. Routes to relevant technical expert
Recruitment Platform
  1. Recruitment consultant follows up
  2. Sends targeted booking link
  3. Preserves context:
    • Hiring volume
    • Industry focus
    • Current processes
  4. Routes to specialized consultant

Financial Services
  1. Payment specialist follows up
  2. Includes contextual booking link
  3. Maintains details:
    • Transaction volume
    • Industry type
    • Integration needs
  4. Routes to payments expert

Implementation Templates

We understand how daunting a blank page can be, so we’ve created templates that might be relevant to your industry for inspiration.
Enterprise Sales Follow-up

Link Structure:

Base Parameters:

  • Prospect ID
  • Company Details
  • Campaign Source
  • Interest Areas

Contextual Parameters:

  • Previous Interactions
  • Product Interest
  • Technical Requirements
  • Timeline

Required Context:

  • Source Campaign
  • Interest Level
  • Interaction History

Routing Rules:

Rule 1:

  • Criteria: Enterprise_Account = TRUE AND Technical_Interest = HIGH
  • Assignment: Enterprise_AE + Solutions_Architect

Rule 2:

  • Criteria: Previous_Interaction = 'Webinar' AND Product_Interest = 'Security'
  • Assignment: Security_Specialist

Rule 3:

  • Criteria: Integration_Required = TRUE
  • Assignment: Technical_Consultant

Rule 4:

  • Criteria: Standard_Follow_up = TRUE
  • Assignment: Product_Specialist

  

No Match: Lead is disqualified

Link Structure:

Base Parameters:

  • Merchant ID
  • Business Type
  • Processing Volume
  • Integration Type

Contextual Parameters:

  • Current Provider
  • Pain Points
  • Technical Stack
  • Timeline

Required Context:

  • Source Campaign
  • Interest Level
  • Interaction History

Routing Rules:

Rule 1:

  • Criteria: Monthly_Volume >= 1000000 AND Integration = 'Complex'
  • Assignment: Enterprise_Payments_Architect

Rule 2:

  • Criteria: Industry = 'Healthcare' AND Compliance = 'Required'
  • Assignment: Healthcare_Payments_Specialist

Rule 3:

  • Criteria: Migration_Required = TRUE
  • Assignment: Migration_Consultant

Rule 4:

  • Criteria: Standard_Integration = TRUE
  • Assignment: Implementation_Specialist
No Match: Lead is disqualified
  • Use UTM parameters to track campaign effectiveness
  • Create template libraries for common scenarios
  • Monitor magic link conversion rates
  • Test different link placements in emails

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