Follow up from your own inbox and calendar
Send the follow-up your team wrote or the AI drafted from your own Gmail or Outlook, and book the meeting with a Google Meet or Teams link, without leaving the lead
- From
- alex@yourcompany.com
- To
- Priya Raman · Northgate Cold Storage
- Subject
- Great meeting you at Midwest Cold Storage Expo, Priya
Hi Priya,
Thanks for stopping by the booth. You mentioned replacing paper temperature logs across your 14 warehouses before the spring audit, which is exactly where our wireless sensors help.
Would 20 minutes next week work to walk through a pilot?
Emails from your own address, written by you or the AI
Follow-ups go out through your connected Gmail or Outlook account, so leads see a real person and replies land in your own inbox
Templates that fill themselves in. Start from Initial Outreach, Follow-up, Last Try, or your own saved templates. The lead’s name, company, and the show are filled in for you.
Or let the AI write it. Pick the tone, the purpose, and the length, and the AI drafts it from what it knows about the lead and your company.
Nothing sends without you. Review and edit every email before it goes out.
Google Meet
MS TeamsCalendlyBook the meeting while the conversation is fresh
Pick an open time on your calendar and send the invite, or send a Calendly link and let the lead choose
Your real availability. Busy slots are filtered out automatically, so you only offer times you can make.
Google Meet or Microsoft Teams. Invites go out from your own Google or Outlook calendar with the video link attached.
Or a Calendly link. Share a single-use booking link built from your live availability and let the lead pick the time.
Every email and meeting, on the lead’s record
Sends and invites are logged to the lead’s pipeline activity automatically, so your team can see who has been contacted, how, and when, without asking around
- 10:05 AMMeeting invite sentGoogle Meet · Tue, Oct 6 at 10:00 AM
- 10:02 AMEmail sent via GmailAI draft · Great meeting you at Midwest Cold Storage Expo
- YesterdayBadge scannedMidwest Cold Storage Expo · Booth 1418
Connect the apps you already use
Sign in with Google, Microsoft, or Calendly from Settings → Connectors. We never see your password, and you can disconnect anytime.
- GoogleGmail
Send emails from your own address
Google CalendarCheck your availability and send invites with a Google Meet link
- MicrosoftOutlook Mail
Send emails from your own address
Outlook CalendarCheck your availability and send invites with a Microsoft Teams link
- CalendlyCalendly
Share single-use booking links built from your live availability