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Capture More Meetings. Zero Effort Required.

Our AI-assisted scheduler secures meetings with your most promising website leads, 24-hours a day.

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Display shared calendars via Live Chat or ChatBot

Implement your custom routing rules

Re-engage visitors bounce before the meeting is booked

Eliminate “When are you free?” from the sales conversation.

Seamlessly secure meetings

Our online scheduler displays shared calendars directly within your website chat to make it easier than ever to schedule next steps with your most valuable prospects and leads.

  • Display in Live Chat or Chatbot conversations: Share a calendar with a visitor at the right time to help them schedule an appointment with someone on your team.

  • Optimize your ‘Thank you’ page: Empower prospects and customers to schedule a meeting immediately after filling out a web form.

  • CRM & Calendar integrations: After the meeting is booked, our scheduler automatically creates an event in your CRM, sends a confirmation email, and adds the details to your leads’ and reps’ Google or Microsoft calendars.

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Route qualified buyers to the right rep

Integrate ZoomInfo Chat with your MAP and CRM (e.g., Salesforce, HubSpot), our AI-powered scheduler routes your qualified buyers to the appropriate calendar.

  • Owned Accounts

    Owned Accounts

    Set the online scheduler to identify your existing leads and get a meeting booked on the account or contact owner’s calendar.

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  • Round Robin or Custom Routing

    Round Robin or Custom Routing

    Customize whose calendar the lead will access to make an appointment. Add individual agents, teams, or simply round robin meeting assignments across your entire organization. Our online scheduler will display a composite calendar to ensure your website lead sets a meeting with the best-fit sales rep.

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Track abandoned calendars

Take the mystery out of tracking website visitors who jump before booking a meeting.

  • Instant alerts: Notify your teams the moment a valuable lead abandons the meeting scheduler before choosing a date and time.

  • Automated outreach: Trigger follow up emails to connect with high intent prospects who drop off before scheduling an appointment.

  • Conversation redirects: Pick up the conversation where you left off by targeting visitors returning to your website based on whether they booked, canceled, or abandoned a meeting.

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Integrate with your existing tech stack

Bring the conversation to your favorite collaboration channel and reduce your response time to seconds.

With real-time notifications streaming into Slack and Microsoft Teams, your team can host the conversation in your favorite collaboration tool the moment a target account arrives on your website.

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Compared to our previous vendor, we’re seeing 30% more engagement with ZoomInfo Chat.

ZoomInfo Chat checked all our boxes. With plug-and-play integrations, real-time insights, an easy-to-use conversation builder, and a live meeting scheduler, it was like we had struck gold. Not to mention, it’s fueled by ZoomInfo’s deep insights and data coverage.

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Alex Weihmann
Alex Weihmann

Marketing Manager

ChurnZero-Logo

Ready to own your market?

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