Automatic Meeting Scheduler

[DZgl]

Hi,

Is it possible to schedule a meeting automatically through workflow?

What i want to achieve is to schedule a meeting between person in Lead Generation Team and Sales team when the lead/deal reaches specific stage in pipeline.

Is it possible?

[karstenkoehler · Accepted solution]

Hi @DZgl,

Not ouf of the box, no. This would require a custom code workflow action or an integration with a third-party solution which offers this functionality.

As a workaround, you send a notification to internal users to remind them to book a meeting.

Best regards

[DZgl]

Hi @karstenkoehler,
Thank you for your response.

Do you know some third-party solutions that could help me with this?

Best regards

[karstenkoehler]

@DZgl I would look at Calendly and Chili Piper first, but would assume that this also requires custom coding and that they don't offer this out of the box.

[DZgl]

@karstenkoehler  thank you very much for your help 🙂
I will look into Calendly and Chili Piper.