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:
- Install the Book a Meeting snap-in from the DevRev marketplace.
- Select the dev org to install the snap-in and confirm the install dialog.
- Choose what text you'd like to appear on the button. Some examples include:
- Book a Demo
- Meet with Us!
- Let's Chat!
- 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.
- 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.