- AI-Agent
- Ready to Run
Book Lead Meetings
Book the first open rep meeting or email the lead when none is free
Use this Agent instantly or customize it - no programming needed
- New lead alertNew lead alert
Your new lead alert provides the lead ID that starts each scheduling run.
- Lead detailsLead details
Your lead details show the assigned rep, time zone, email, and any existing booking.
- Rep busy timesRep busy times
Your rep's busy times show which parts of the search window the Agent must avoid.
- Scheduling rulesScheduling rules
Your scheduling rules set meeting length, working hours, buffers, and how far ahead to search.
Your CRM supplies new lead details and stores the meeting time and link.
Your rep calendar shows the assigned rep's busy times and creates meetings with lead invitations.
- Missing lead fieldMissing lead field
Sales operations sees which missing field prevents this lead from being scheduled.
- Existing bookingExisting booking
Your sales team sees the lead's current meeting instead of a duplicate invitation.
- No-availability emailNo-availability email
Your lead gets an email asking for another time when the rep has no opening.
Your email account sends a follow-up when the rep has no open meeting time.
- Meeting invitationMeeting invitation
Your lead receives an invitation to an open time on the assigned rep's calendar.
- Booked meeting detailsBooked meeting details
Your sales team sees the meeting time, time zone, and event link on the lead.
This Agent starts when a new lead arrives and checks the rep's calendar. It books the first open slot in the lead's time zone and records the meeting. If none opens, it emails the lead for another time.
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GmailUsed as:
- Email account
Gmail sends a follow-up when the rep has no open meeting time.
Google CalendarUsed as:
- Rep calendar
Google Calendar shows the assigned rep's busy times and creates meetings with lead invitations.
HubSpotUsed as:
- CRM
HubSpot supplies new lead details and stores the meeting time and link.
Microsoft OutlookUsed as:
- Rep calendar
Microsoft Outlook shows the assigned rep's busy times and creates meetings with lead invitations.
- Email account
Microsoft Outlook sends a follow-up when the rep has no open meeting time.
LeadConnectorUsed as:
- CRM
LeadConnector supplies new lead details and stores the meeting time and link.
PipedriveUsed as:
- CRM
Pipedrive supplies new lead details and stores the meeting time and link.
ZoomUsed as:
- CRM
Zoom supplies new lead details and stores the meeting time and link.
- Rep calendar
Zoom shows the assigned rep's busy times and creates meetings with lead invitations.
- Email account
Zoom sends a follow-up when the rep has no open meeting time.
BrevoUsed as:
- Email account
Brevo sends a follow-up when the rep has no open meeting time.
Zoho CRMUsed as:
- CRM
Zoho CRM supplies new lead details and stores the meeting time and link.
Follow Up BossUsed as:
- CRM
Follow Up Boss supplies new lead details and stores the meeting time and link.
Microsoft Office 365Used as:
- Rep calendar
Microsoft Office 365 shows the assigned rep's busy times and creates meetings with lead invitations.
- Email account
Microsoft Office 365 sends a follow-up when the rep has no open meeting time.
ClickSend SMSUsed as:
- Email account
ClickSend SMS sends a follow-up when the rep has no open meeting time.
KeapUsed as:
- Email account
Keap sends a follow-up when the rep has no open meeting time.
LoftyUsed as:
- CRM
Lofty supplies new lead details and stores the meeting time and link.
AttioUsed as:
- CRM
Attio supplies new lead details and stores the meeting time and link.
SendGridUsed as:
- Email account
SendGrid sends a follow-up when the rep has no open meeting time.
Zoho MailUsed as:
- Email account
Zoho Mail sends a follow-up when the rep has no open meeting time.
ServiceTitanUsed as:
- CRM
ServiceTitan supplies new lead details and stores the meeting time and link.
ServiceM8Used as:
- Email account
ServiceM8 sends a follow-up when the rep has no open meeting time.
Campaign MonitorUsed as:
- Email account
Campaign Monitor sends a follow-up when the rep has no open meeting time.
Microsoft Dynamics 365 CRMUsed as:
- CRM
Microsoft Dynamics 365 CRM supplies new lead details and stores the meeting time and link.
GetResponseUsed as:
- Email account
GetResponse sends a follow-up when the rep has no open meeting time.
Bitrix24 CRMUsed as:
- CRM
Bitrix24 CRM supplies new lead details and stores the meeting time and link.
MailgunUsed as:
- Email account
Mailgun sends a follow-up when the rep has no open meeting time.
MailjetUsed as:
- Email account
Mailjet sends a follow-up when the rep has no open meeting time.
CopperUsed as:
- CRM
Copper supplies new lead details and stores the meeting time and link.
lemlistUsed as:
- Email account
lemlist sends a follow-up when the rep has no open meeting time.
OneSignalUsed as:
- Email account
OneSignal sends a follow-up when the rep has no open meeting time.
SuperchatUsed as:
- Email account
Superchat sends a follow-up when the rep has no open meeting time.
ActiveCampaign PostmarkUsed as:
- Email account
ActiveCampaign Postmark sends a follow-up when the rep has no open meeting time.
Mailchimp TransactionalUsed as:
- Email account
Mailchimp Transactional sends a follow-up when the rep has no open meeting time.
Microsoft ExchangeUsed as:
- Email account
Microsoft Exchange sends a follow-up when the rep has no open meeting time.
SenderUsed as:
- Email account
Sender sends a follow-up when the rep has no open meeting time.
Made for your industry
Book Lead Meetings is made for businesses in these industries.
- Software
Book first product meetings for new leads on reps' calendars.
Show all Agents for the Software industry - IT Services
Book new client inquiries with the assigned sales rep.
Show all Agents for the IT Services industry - Financial Services
Book new client prospects into the assigned adviser's calendar.
Show all Agents for the Financial Services industry - Real Estate
Book new buyer and seller leads with their assigned agent.
Show all Agents for the Real Estate industry - Insurance
Book first meetings for policy prospects with their assigned agent.
Show all Agents for the Insurance industry - Home Services
Book new homeowner inquiries with the assigned sales rep.
Show all Agents for the Home Services industry
Made for your role
Book Lead Meetings is made for people in these roles.
- Account Executive
Book introductory meetings with new prospects on the rep's calendar.
Show all Agents for the Account Executive role - Sales Development Representative
Book inbound leads with their assigned reps for a first meeting.
Show all Agents for the Sales Development Representative role - Sales Operations Specialist
Book new-lead meetings and save the details on each lead.
Show all Agents for the Sales Operations Specialist role - Scheduling Coordinator
Find the first open rep time and invite the new lead.
Show all Agents for the Scheduling Coordinator role - Sales Operations Manager
Book new leads across rep calendars and log each meeting.
Show all Agents for the Sales Operations Manager role
Made for your department
Book Lead Meetings is made for people in these departments.
- Sales
Put new leads on reps' calendars or email when no time is open.
Show all Agents for the Sales department - Sales Operations
Book first lead meetings across reps and record each booking.
Show all Agents for the Sales Operations department - Scheduling
Find open rep times and send meeting invitations to new leads.
Show all Agents for the Scheduling department - Revenue Operations
Move new leads into rep meetings and log the booked time.
Show all Agents for the Revenue Operations department
How Book Lead Meetings works
4 steps, in order, on every run.
-
Check the new leadCheck the lead's email, assigned rep, and time zone. Stop if details are missing or a meeting already exists.
-
Find the first open timeCheck the rep's calendar against your chosen hours and meeting length. Account for the lead's time zone and your buffers.
-
Book and record the meetingRecheck the open time, then create the calendar invitation. Save the meeting time and link on the lead.
-
Email the lead if no time opensSend your no-availability email when the search window has no open time. Ask the lead to suggest another time or reply.
How to Get Started
Connect the tools you already use, such as Gmail, Google Calendar or HubSpot.
33 tools
- Connect the lead system, each rep's writable calendar, and the email account used for no-availability messages.
- Map each lead owner to the calendar the Agent should check and book; give the Agent access to those calendars.
- Set meeting length, rep working hours and time zone, time between meetings, days to search, and a template for the no-availability email.
- Choose the lead time zone field or an approved country and state mapping, and set the lead fields that hold the booked meeting time and calendar link.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Book Lead Meetings:
Yes, if you connect each rep's writable Google Calendar and map lead owners to those calendars. You choose the hours and days to search.
The Agent skips another invitation and reports the existing booking to your team.
The Agent emails the lead using your no-availability template and asks for another time or a reply. Your team handles any email that fails to send.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.