Use Lindy to book calls and update HubSpot
Lindy handled a prospect’s scheduling email, booked the meeting, logged it in HubSpot, and prepared a short briefing before the call.
- What they did
- The author set up Lindy with Gmail, Google Calendar, and HubSpot. After a prospect wrote in to arrange a meeting, the agent replied with three available times before the author needed to step in. The prospect chose 2 p.m., and Lindy then created the calendar event, saved the contact in HubSpot, and later assembled a call summary from the prospect’s three most recent emails.
- How it went
- The author went into the meeting with useful background already collected. The example covers just one prospect, so it doesn’t provide timing or scale data.
- Tips
- Build in review points so you can approve the outgoing reply before it goes out. If you’re using Lindy’s Plus plan, remember it starts at $49.99/month and will pause when usage caps are reached.
Try it yourself with Lindy
Help me manage inbound meeting requests. If someone emails [inbox/address] asking to talk, check my [calendar] in [time zone] and draft three time options I could offer. Show me that draft and wait for my approval before sending anything. When the person selects a slot, put it on the calendar, create or update the entry in [CRM name], and send me a brief prep note 10 minutes before the meeting using their recent emails and CRM history. Pause and ask before any email is sent, any meeting is scheduled, or any record is changed.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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