Schedule prospect meetings and log them in the CRM
A Lindy agent replied to prospect emails with time options, booked the chosen slot, logged it in HubSpot and sent a pre-call brief.
Done withLindy
- What they did
- The author connected Lindy to Gmail, Google Calendar and HubSpot. When a prospect emailed asking to connect, Lindy replied with three time options before the author saw the email. After the prospect chose 2 p.m., it booked the slot, added it to the calendar and logged her in HubSpot. Ten minutes before the call it sent a brief built from her last three emails.
- How it went
- The author went into the call already knowing the context. The source gives no timing or volume figures for this workflow; it describes a single prospect example.
- Worth knowing
- Lindy's Plus plan starts at $49.99/month with usage limits, and Lindy pauses to check in once you hit them. The post says you can review and approve before anything goes out.
Try it yourself with Lindy
When a prospect emails [inbox or address] asking to meet, reply with three time options from my [calendar] in [time zone]. When they choose one, book it, log the meeting in [HubSpot or CRM] and send me a short pre-call brief on the person and company. Show me the first reply draft before sending, and stop after the brief is delivered.
1 more account of this
Source: lindy.ai · Undated
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