In a remote working world, scheduling calls is a universal struggle. Matching up agendas, back-and-forth messaging, ugh.
Calendly is a popular scheduling platform, a great tool for creating meeting links. You sync up your calendar, and anyone can grab a spot. It integrates with your CRM to save new leads and with payment services such as Stripe to collect payment before meetings.
A truly easy tool for easy needs. But when you need more features and more flexibility… then what?
1️⃣ Beginner - Our case BTW
We used simple calendar links for our demo scheduling too. Only there were dozens of links, each one for a different meeting type and source, so we could track where these leads were coming from. TL;DR: Messy and slowly becoming unmanageable.
So we built a Smart Form that registers the source of the scheduling and saves it to the lead's CRM contact, avoiding the need for multiple forms. We can also store partial responses, so even if they don’t follow through with scheduling, we can reach out and actively offer help 🧠 🤝
We have Python to thank for these form-building superpowers. It allows for requests to be added at any time during the scheduling's flow, so you can grab and send any input at anytime to Hubspot, Salesforce, a database, a spreadsheet…
2️⃣ Intermediate - Distribute meetings among teams
To easily share responsibilities with multiple teams, create a dynamic Form that automatically changes the meeting host based on the source of the scheduling. Did the meeting come from an ad link? Tag the sales team. Did it come from the product's dashboard? Get Customer Support or the PM booked straight away. Did the call come from inside the house? Compliance maybe lol
Because Calendly is a static HTML form, there's no way to change what happens in realtime while someone fills it out. You can't control conditional visibility as well, or connect to different agendas based on what someone answers.
3️⃣ Pro - For focused teams, sick of wasting time
All of the above + scoring. Sales calls, for example, shouldn't be distributed randomly, and coordinating who tends to each client shouldn't require back-and-forth messaging either.
Within a Smart Form you can build custom scoring to understand the request's urgency and automatically assign it to the next available salesperson. Upsells should always be fast-tracked, right? 👀
You could also ask introductory questions about the issue or the client's identity to forward the meeting to your most experienced salesperson for example. Truly smart scheduling.
These are just examples that go to show the possibilities are endless. Smart scheduling can be a great ally in guaranteeing tasks are tackled correctly, deals are sped up and customers are impressed.
Check out our Schedule a Demo example to copy the code and start building straight away.
