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?

How have others done this?

For B2B SaaS teams
For non-SaaS B2B teams:
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
Enterprise Sales Follow-up
B2B Payments Implementation

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

Want to see more use cases?

Route meetings based on custom objects

Stop losing leads to restricted routing setups. Match and assign meetings based on any custom object in your CRM.

Read more
Turn event interactions into booked meetings

Maximize your event ROI! Manage pre-event and on-site scheduling effortlessly.

Read more
Give your reps virtual business cards

Boost conversions with personalized booking. Let prospects schedule the perfect meeting type while maintaining your routing rules.

Read more