Consultation / Demo Call Setup

There are cases when a particular lead lands on a specific page, shows interest and books a free consultation; if they schedule a demo, agencies can create an automation workflow that sends them an email confirming the selected date and time.

You can build a page from VBOUT which contains a booking calendar and associate it with that list created so each time someone schedules a time for consultation, they will be added to the list while you give them a tag “Demo Scheduled”.

** Note: Your automation will not work properly if you do not clearly set up all the required conditions.

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