A Lindy agent replied to prospect emails with time options, booked the chosen slot, logged it in HubSpot and sent a pre-call brief.
A Lindy agent replied to prospect emails with time options, booked the chosen slot, logged it in HubSpot and sent a pre-call brief.
The author connected Lindy to Gmail, Google Calendar and HubSpot. When a prospect emailed asking to connect, Lindy replied with three time options before the author saw the email. After the prospect chose 2 p.m., it booked the slot, added it to the calendar and logged her in HubSpot. Ten minutes before the call it sent a brief built from her last three emails.
The author went into the call already knowing the context. The source gives no timing or volume figures for this workflow; it describes a single prospect example.
Lindy's Plus plan starts at $49.99/month with usage limits, and Lindy pauses to check in once you hit them. The post says you can review and approve before anything goes out.
When a prospect emails [inbox or address] asking to meet, reply with three time options from my [calendar] in [time zone]. When they choose one, book it, log the meeting in [HubSpot or CRM] and send me a short pre-call brief on the person and company. Show me the first reply draft before sending, and stop after the brief is delivered.
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