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Calendly + AI Routing โ Smart Scheduling with Intelligent Workflows
What is Calendly + AI Routing?
- An advanced scheduling tool that intelligently assigns meetings to the right team member.
- Uses AI to qualify leads, detect time zones, and check real-time team availability.
- Reduces back-and-forth and improves conversion by personalizing scheduling experiences.
How to Get Started:
- Create a Calendly account at Calendly.com.
- Upgrade to a plan that includes Routing Forms or team routing features.
- Configure routing logic using qualifying questions and availability rules.
- Integrate Calendly into your website, email, or CRM workflows.
How It Helps With Automation:
- ๐ Automatically routes leads based on form answers (e.g., budget, location).
- ๐
Syncs calendars and shows only available time slots.
- ๐ Adjusts to usersโ time zones for a smooth global experience.
- ๐ฏ Ensures high-priority leads are matched with the right reps instantly.
Why Choose Calendly + AI Routing?
- ๐ก Eliminates scheduling friction with dynamic workflows.
- ๐ Boosts lead conversion and response time.
- ๐ Easy integrations with Salesforce, HubSpot, Zoom, Google Meet, and more.
- ๐ฌ Custom form logic to pre-qualify visitors and automate follow-ups.
Smart Tips:
- ๐ Use routing forms to segment leads and tailor outreach instantly.
- ๐ Combine with CRMs to auto-create contact records and workflows.
- ๐ Add time zone detection to eliminate confusion for international meetings.
- โก Embed your Calendly widget on landing pages for instant action.