When your prospect schedules a meeting with you to talk, they are clearly interested and motivated to learn more. So, build on their enthusiasm by getting them started on your digital lead qualification process to identify whether they'd be a good fit.
Common use-cases include:
- Have your prospect watch a short video on what to expect during the meeting: who should be there, what to bring, etc.
- Start building a basic lead profile: industry, company size, etc.
- Start identifying their current situation and satisfaction at a high-level
- Start identifying timeline expectations and level of urgency
Collect answers to these basic questions before your sales meeting, so that you're not wasting your prospect's time during the meeting.
Pipeline makes all this easy for you with a native integration with Calendly!
Simply go to the Settings tab for your lead qualification Flow and find the Calendly Integration section.
And, copy the Redirect Url. Also, make sure your flow has the following:
- The flow is LIVE
- The first step is external-facing
Then, go to your Calendly event and update the Confirmation Page section:
- On confirmation
Redirect to an external site - Redirect Url
[paste your flow's Redirect Url] - Check
Pass event details to your redirected page- Note, if your Calendly form has
Phone, make that the first custom field.
- Note, if your Calendly form has
With this integration, after someone schedules a meeting via Calendly, they will be automatically be taken to the first step in your flow!
Next Steps
Want to kick-off your Pipeline process immediately after your customer schedules a meeting in Calendly? Here's how to set up a native integration. Zapier not required!
Want to automate the scheduling of meetings so that you're not having to coordinate calendars and chase appointments? Here are the top 10 FAQs for how to Calendly up and running for your business.
Learn how to make steps external-facing so that you can assign steps to your customers, vendors, and partners.