Meeting scheduled

A meeting requires some preparation. You can automate specific tasks, and focus on more important things.

Increase efficiency

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Save time by automating repetitive tasks when a user schedules a meeting.

While there are many benefits to implementing marketing automation, we feel the following are some of the most important:

  • Boost your sales.
  • Reduce errors; (people miss things, computers don't.)
  • Reduce staff costs by automating repetitive tasks.
  • Create more opportunities for upselling.

Possible adjustments

Starting point

This automation begins when a user schedules a meeting.


Create an activity for the assigned agent to make sure they prepare for the meeting.

Wyślij kod

Use this module to inject code into your website and send an event to the dataLayer.

Personalized emails

Send the user a ‘Thank you’ email.

Przykład w aplikacji