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Bryce DeCora
marked this post as
in progress
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Bryce DeCora
Plan is to have this released end of next week. CloseBot, as it works with highlevel and hubspot, will kick in once a reply comes in. It will not proactively outreach. That's what instantly is for
Hamish Nuttall
I couldn't find a post on this, sorry if I missed it. I'm aware the team is planning an Instantly integration.
My question is at what point CB will kick in. Instantly is for cold outreach emails - will we be able to create these using CB (I guess the functionality would work like follow up, but without an initial conversation), or will CB kick in once a lead responds?
Also, will we be able to use Instantly as the email channel, and GHL for the calendar, at the same time (I am assuming this is possible as presumably the Calendly integration will play well with GHL etc.)
I'm planning to use Instantly, so any intel is welcome.
Also a timeline would be great :-)
TIA
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Bryce DeCora
Hamish Nuttall: CloseBot, as it works with GHL, will kick in once there's a response to an instantly email.
Instantly will be a source. This source will not have access to the GHL booking node. Eventually we will have our third party calendar actions (like Calendly) and it would be able to conversationally book to those calendars, but not GHL calendars.
Best practice would be to have a webhook within CloseBot that creates a contact in GHL and Stops responding to the contact in the Instantly source, then send a new outreach message from GHL to start conversation there, proceeding with conversational booking once they are in GHL as a contact.