Automate Scheduled Callbacks With Kixie and Google Calendar

Automate Scheduled Callbacks With Kixie and Google Calendar

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.

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After business hours auto-reply

Sorry we missed you. Our business hours are M-F, 9am-5pm. Someone from [company name] will get back to you within 24-48 hours. Thanks for your text!

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Appointment confirmation auto-reply

Hello [name], this is [company name]. We wanted to remind you of your upcoming appointment on [date] at [time]. Please text “Y” to confirm. Thank you!

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At lunch auto-reply

Thanks for reaching out to [company name]. Sorry we can’t reply right now, you’ve caught us during lunch time! Someone from our staff will reach out at [time].

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