How to send meeting link to lead?

Created by Andre Greiner, Modified on Tue, 28 Mar, 2023 at 3:13 PM by Andre Greiner

You did a great job prospecting and got that lead meeting. Now Spotter will help you automate some good practices to leverage your results from meetings held!

IMPORTANT: The meeting link is only available for accounts that use an integrated calendar.

To learn more about how to integrate calendars (Google and Office365), click here .

When your calendar is integrated with Spotter, a link will be created on the external calendar event. This link is available for Meet and Microsoft Teams. For the link to be sent to the Lead's contact, in addition to the seller having an integrated calendar (in the case of Office365, it is necessary to check if your account is linked to Teams), at least 1 of the lead's contacts must have an email and be selected at the time of scheduling, like this:

You can select only 1 contact or all contacts registered in the opportunity.

It is important to point out that this selection will only be possible if the seller's agenda is integrated , so when rescheduling or canceling, an update email is also sent to the contact.

When scheduling, a receptive email is sent to the linked contacts. In the email to the contacts, if the meeting is online, the link will be sent as shown in the image below:

Emails to the seller are sent normally.

Can I edit this email that goes to the lead?

For now it is not possible, but we are already analyzing an improvement for this issue.

IMPORTANT: The public and feedback links will no longer be sent in the seller's external calendar event if you have a contact as a guest, after all, this information is internal and will only be sent to the seller's email if there are contacts in the calendar invitation.

With the contact selected in the schedule, he will receive an email with the meeting information and an event will also be created in his agenda (Google or Office365).

That way, we're going to "block" that time on the agenda in the lead. Remembering that the event created must also be accepted by the lead:

In this way, we reinforce the commitment made in the appointment with the lead ;)

Even if your schedule and the lead's are not the same, the links are sent in the event description: