Ideas to put to work
Every inbound booking arrives researched and ends up in your pipeline.
Prospect research before the call
When a prospect books, Sofia reads their routing form answers, checks HubSpot for history, and sends you a brief before the call.
New bookings into the pipeline
Sofia creates the person, organization and lead in Pipedrive from each new booking, with your approval, so no enquiry is lost.
Follow-up after the call
After a booked call, Sofia reads your Granola notes and drafts the follow-up email in Gmail for your approval.
Demand by service
Sofia reviews bookings by event type and routing answer and shows which services prospects ask about most.
What Sofia can do with Calendly
Sofia reads and keeps current
- Scheduled meetings
- Meeting invitees
- Event types
- Routing forms
- Organization members
Sofia does, with your approval where you want it
- Look up a booked meeting
- Look up an invitee
- List event types
- Add or remove a user
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- HubSpotCRM and marketing platform for growing businesses
- PipedriveSales CRM built around the deal pipeline
- GranolaAI meeting notes app
- GmailGoogle's email for business
Microsoft 365Microsoft's business suite: accounts, groups and organization directory
Microsoft OutlookMicrosoft's email and calendar
Google CalendarGoogle's shared calendars and scheduling- Acuity SchedulingOnline appointment booking and client scheduling
Let Sofia prepare every Calendly booking
Score your firm in three minutes, or talk to our team.