Book Meetings from InfusionSoft Email Campaigns
By setting up this integration with your InfusionSoft account, here's what you can do:
- Schedule meetings from InfusionSoft emails
- Prospects book in 1-click, no form fill required
- Route meeting to SFDC Lead/Contact Owner
- Log details directly in SFDC & InfusionSoft
Integrating Chili Piper Booking Links into InfusionSoft
Including a calendar link in your email campaigns can receive a substantial boost in conversion rates.
To do this lets first open up an InfusionSoft email. Assuming you've built the email lets add a button to the Chili Piper booking link similar to the picture below:
Click the link and add the Chili Piper team or personal booking link like below:
What we're doing here is appending the email address of the prospect to the Chili Piper link via a contact merge field. The contact merge field for an email address is indicated by ~Contact.Email~ and this allows the prospect to book a meeting in 1-click, no form fill required.
Once email@example.com gets the email, he/she magically books a meeting with Scott in 1-click and receives calendar invite. No form was filled, Scott receives notification that a meeting was booked, and all the details logged directly into Salesforce.
Note: Smart Booking Links work with individual calendar