Book a Meeting snap-in

The Book a Meeting snap-in lets you create a button that can be sent automatically as part of the auto reply snap-in to prompt your user to take actions such as book a demo or meeting with your team.

Installing the Book a Meeting snap-in#

Follow these steps:

1. Install the Book a Meeting snap-in from the DevRev marketplace.
2. Select the dev org to install the snap-in and confirm the install dialog.
3. Choose what text you'd like to appear on the button. Some examples include:
   • Book a Demo
   • Meet with Us!
   • Let's Chat!
4. Choose the link to the site you'd like to redirect to. This can be Calendly, Hubspot meetings, Microsoft Bookings, or any other site you'd like to link to.
5. Choose whether you'd like to show this automatically to logged in users, users who are not logged in, or none.

Important Note#

This feature can be used for purposes other than booking meetings and demos. Because the button text and link can be anything you'd like the possiblities are endless.