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Integration With Meeting Schedulers

Updated

How Salespeak Integrates with Meeting Schedulers

Overview
Salespeak provides seamless integration with popular meeting schedulers like Calendly, Mixmax, Chili Piper, and similar tools. This integration allows users to schedule meetings directly through the Salespeak chat widget, ensuring a smooth and efficient scheduling experience for both the host and the invitee.

Key Features of the Integration

  1. Dynamic Meeting Link Usage
    Salespeak supports the use of meeting links generated by meeting schedulers. These links can include parameters passed directly through the URL, enabling a more personalized and automated scheduling experience.

    Example URL:

    ruby
     
    <meeting_url>?email=John@acme.com

    In this example:

    • John@acme.com is dynamically added to the URL as a parameter, ensuring that the scheduler captures the email address of the individual scheduling the meeting.

  2. Embedded Meeting Widget
    The meeting scheduling interface (e.g., calendar widget) is embedded directly within the Salespeak chat widget. This eliminates the need for users to navigate away from the chat, enhancing user engagement and ensuring a seamless experience.

  3. Parameter Passing for Personalization
    Salespeak can dynamically populate scheduler URLs with parameters such as:

    • Email: ?email=jane.doe@example.com
    • Name: ?name=Jane Doe
    • Other Custom Fields: Any additional details required by the scheduler to personalize the experience.

  4. Support for Multiple Schedulers
    Salespeak's flexible architecture supports integrations with various schedulers, adapting to their unique URL structures and parameter requirements. This ensures compatibility across a range of tools.

Benefits of Integration

  • Enhanced User Experience: Users can schedule meetings without leaving the Salespeak widget, reducing friction.
  • Increased Efficiency: Automated parameter passing minimizes manual data entry and potential errors.
  • Customizable Workflows: Tailor the meeting scheduling process to your specific needs with flexible parameter options.
  • Streamlined Communication: Keep all interactions centralized within the Salespeak widget.

How to Set Up the Integration

  1. Generate a Scheduler Link
    Obtain the shareable meeting link from your scheduler (e.g., Calendly, Mixmax, Chili Piper).

  2. Define Parameters
    Identify the parameters you want to pass (e.g., email, name, or custom fields).

    Example Parameterized URL:

    perl
     
    https://calendly.com/your-link?email={email}&name={name}

  3. Configure in Salespeak

    • Add the meeting scheduler link to the Salespeak campaign settings (as a Campaign Goal for example) .
    •  

  4. Test in the simulator

    • Ensure the meeting scheduler's widget is embedded within the Salespeak chat interface.
    • Verify the user experience to ensure the calendar displays properly and captures the necessary details.

Example Use Case

A user interacting with your Salespeak chat widget wants to schedule a demo. Salespeak dynamically generates a meeting link with the user's email pre-filled and displays the scheduler directly in the chat.

  • The user sees an embedded calendar.
  • They select a time slot.
  • The meeting is scheduled without leaving the chat widget.

Supported Meeting Schedulers

  • Calendly
  • Mixmax
  • Chili Piper
  • HubSpot Scheduler
  • Microsoft Bookings
  • Acuity Scheduling
  • And more...

Note: Ensure your meeting scheduler allows for parameterized URLs and embedding functionality for a fully integrated experience.

For further assistance or to configure this feature, contact Salespeak support at support@salespeak.ai.