Automating SaleLoft Follow Up After a Meeting is Scheduled

1. Make sure that meeting type field is added in Salesforce under the lead/contact object. Your meeting types are editable in your admin settings in Chili Piper and can be added to queues or to individual calendars for your team.

2. Map this field for your prospects in SalesLoft:

Meeting Booked in Salesloft

3. Use this field as a trigger for a new cadence:

Add to cadence

Ideally, this cadence is manual, you may want to personalize the email before it gets out.

4. Here’s an example of an email sent after the demo is set:

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