Demo Booking App Integration for Lead Conversion
Migrated from Canny.
Canny Post ID: 6572271aad55d1263b2fbe89
Canny URL: https://spur.canny.io/admin/board/feature-requests/p/demo-booking-app-integration-for-lead-conversion
Category: New Feature
Original status: planned
Original votes: 1
Original comments: 1
Original author: Royal Tomar
Created at: 2023-12-07T20:12:10.607Z
Original request details:
Current System: Presently, there may not be a direct integration between Spur and demo scheduling apps like Calendly, Zcal, and Tidycal, nor a way to use a demo booking as an exit condition in lead conversion flows.
Suggested Feature: Implement an integration with popular demo scheduling apps such as Calendly, Zcal, and Tidycal. Additionally, enable the use of a successful demo booking as an exit condition in automation flows. This would streamline the process of converting leads into potential customers by efficiently managing demo bookings.
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REQUEST_SUMMARY_V2 Problem - Current System: Presently, there may not be a direct integration between Spur and demo scheduling apps like Calendly, Zcal, and Tidycal, nor a way to use a demo booking as an exit condition in lead conversion flows. Suggested Feature: Implement an integration with popular demo scheduling apps such as Calendly, Zcal, and Tidycal. Additionally, enable the use of a successful demo booking as an exit condition in automation flows. This would streamline the process of converting leads into potential customers by efficiently managing demo bookings. Expected behavior - Expose clear integration setup and mapping flow - Support reliable sync with retries and visible failure states - Allow users to verify successful data movement end-to-end Business impact - Reduces manual operational effort for teams - Improves consistency and customer experience - Helps teams move faster with fewer support escalations Legacy category: New Feature
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