Skip to main content

Quick booking inside a contact so I can send a calendar invite for a follow-up meeting

When I'm on a call and we agree on a follow-up meeting, I want to send a calendar invite directly from the contact's record. Right now I can only attach a to-do. A quick booking link inside the contact profile would open the calendar and let me schedule and send an invite using the contact's email.
Status: Completed1 comment

Comments1

  • SAGA changed status to Completed
    Team•

    Sep 30

    Pinned

    Share a tool, info page or booking link and it already knows who's on the other end

    Form fields arrive pre-filled with the lead's existing details, so prospects just review and confirm instead of filling everything in again.