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Laguzzi accounting firmIntegration · Google Calendar
Google Calendar integration: booked meetings, with a reminder before and a follow-up after
LIA integrates with each sales rep's Google Calendar. It sees scheduled meetings and shows them next to the lead, books the ones agreed with a lead, sends the lead a WhatsApp reminder 24 hours before and a follow-up message 24 hours after, and counts each sales rep's meetings in the manager's reports.
What LIA does with Google Calendar
Fewer no-shows and no meeting without follow-up.
Each sales rep's calendar, next to their leads
LIA reads the meetings in each sales rep's Google Calendar and shows them next to the lead they're with.
Meetings booked from LIA
When a meeting is agreed with a lead, LIA books it in the sales rep's Google Calendar and links it to that lead.
WhatsApp reminder 24 h before
LIA messages the lead on WhatsApp one day before the meeting, so they don't forget.
Follow-up 24 h after
One day after the meeting, LIA messages the lead to keep the conversation going, and the meeting counts in the reports by sales rep.
How it connects
Each sales rep connects their own Google account, with their permission.
Each sales rep connects their Google Calendar
With the sales rep's Google account and the permissions Google asks for when connecting it.
LIA links meetings and leads
Meetings scheduled with a lead are linked to their profile.
Reminders, follow-up and reports
The lead gets the WhatsApp messages and the manager sees the whole team's meetings in their reports.
- LIA sees and books meetings in the Google Calendar each sales rep connects. Anything scheduled in another calendar doesn't show up.
The use of Google data complies with the Google API Services User Data Policy, including the Limited Use requirements. More detail in the privacy policy.
What was said in the meeting, in the lead profile: meetings with Fathom.
Other LIA integrations
They all end up in the same lead profile and the same reports by sales rep.
Corporate number through the official API and each sales rep's own number, in one inbox, with an AI that replies, alerts and calls.
What LIA doesInstagram direct messages in the same inbox as WhatsApp, answered by the AI and qualified.
What LIA doesMessages to the Facebook page land in the inbox as leads, answered by the AI, with an owner and alerts.
What LIA doesWeb chat
Your website chat handled 24/7 by the AI, by text or voice, asking for the details you choose and routing to a sales rep.
What LIA doesThe AI answers lead emails from Gmail, Outlook or any IMAP inbox, and every email is saved in the lead profile.
What LIA doesMeta lead forms
Every Facebook and Instagram lead form comes in as a lead and the AI reaches out right away.
What LIA doesPhone calls (Anura)
Click-to-call with Anura from LIA, with an extension per sales rep: every call recorded and transcribed in the lead profile.
What LIA doesMeetings (Fathom)
With Fathom, every meeting on Google Meet, Zoom or Teams is saved in the lead profile with a summary, action items and transcript.
What LIA doesYour CRM or ERP
HubSpot, Salesforce, Zoho CRM, Kommo, Tokko, Microsoft Dynamics and any system with an API.
What LIA doesFrequently asked questions
Does LIA integrate with Google Calendar?
Yes. Each sales rep connects their Google Calendar and LIA shows their meetings next to the leads, books the ones agreed with a lead, messages the lead on WhatsApp before and after every meeting and counts them in the reports by sales rep.
Can LIA book meetings with leads?
Yes. When a meeting is agreed with a lead, LIA books it in the sales rep's Google Calendar, links it to the lead profile and takes care of the WhatsApp reminder 24 hours before and the follow-up 24 hours after.
What does LIA do with Google Calendar data?
It uses it to show, book and report on meetings with leads and to send reminders and follow-ups inside LIA. The use of Google data complies with the Google API Services User Data Policy, including the Limited Use requirements.
We'll show you how it would work with your team
In a demo we set up your company's case and show you what the manager sees and what each sales rep does.
