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Hey folks, I have a SaaS product where we onboard customers personally via Zoom. I need to create an automation to chase leads who register but do not book an onboarding call. It would work like this:

 

  1. Customer submits a form to register some basic info including email address
  2. Customer is sent to call booking system (e.g. Calendly)
  3. If no call is booked within 24 hours then customer enters a drip email series to encourage them to book a call
  4. Customer exits drip campaign if they book a call

 

Anyone have any thoughts on how to set this up?

@tom n​ We are using a similar approach. As long as you track all those events / the data, then it's absolutely possible to do that with Series and Bots.

You can check out this article as a starting point for Series and this one for Bots.

 

Basic steps could look like this:

  1. You create a lead based on the given info
  2. Send the Calendly app via bot
  3. Leads that have not booked a call enter the Series
  4. Use attribute "booked a call" or sth. similar as an exit rule

Would love to see a guide on implementing something like this with a Calendly integration.

Hello @michael h13​ , @tom n​  - I will be happy to provide detailed video instruction in a couple of hours 😇

As promised, I recorded a tutorial video about the following use case.

 

Please see the video via link below:

https://www.loom.com/share/0d56a3b638374410bf98d393501208cb/p>

 

If you have any questions, I will be happy to answer all of them.

 

Have a nice weekend!

 

Best,

Roy

@michael h13​ , @tom n​ 

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