This automation schedules follow-up sales calls using Kixie, Zapier, your CRM and Google Calendar, streamlining your process for scheduling calls and ensuring you never miss an opportunity to reconnect with a potential client.
Set a Scheduled Activity
After completing your initial call, navigate to the Scheduled Activity section in the Kixie dialer and input the time, date, and duration of the follow-up call.
Catch Hook in Zapier
All of the information you just entered in the Kixie dialer will be sent to Google Calendar and your CRM via a webhook, setup in Zapier.
Create Event in Google Calendar
Using the Create New Event action, input an event name, description, and start and end time.
Accept the Scheduled Callback
Once you have your Zap set up with the needed webhook and information, you will get an incoming call notification in the Kixie dialer when it is time to follow-up with your lead.
