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Technical/Integration

RevenueHero Meeting Scheduling

Eterneva·2024

Situation

Eterneva's sales team relied on manual follow-up to schedule conversations with potential customers after they completed the Get Started form. The gap between form submission and first conversation created friction and reduced conversion.

Task

Integrate a third-party scheduling tool into the existing Get Started form to let customers book conversations directly upon form completion.

Action

  • Collaboratively identified the scheduling gap as a conversion opportunity with leadership
  • Oversaw the RevenueHero API implementation within the Bubble-based Get Started form
  • Configured automated round-robin assignment to sales calendars via Salesforce
  • Set up automated email confirmations to improve show rates

Result

Increased scheduled appointment rate by 60%, with 70% of form completers booking directly through the integrated scheduler. Automated round-robin assignment to sales calendars via Salesforce and improved show rates through automated email confirmations.

Key Learnings

  • Reducing the gap between intent and action (form submit to booking) has outsized conversion impact
  • Third-party scheduling APIs can deliver quick wins when integrated into existing flows
  • Automated round-robin assignment removes a manual bottleneck for the sales team