PipelineAI CRM Workflows

Set up the meeting scheduler

Publish a booking page, control your availability, and turn bookings into deals.

4 min read

1
Set availability
Working hours, slot length, buffer between meetings and how far ahead people can book.
2
Publish your page
Your booking link is your workspace address — share it or link it from your website.
3
Connect to the pipeline
Each booking creates or updates a deal, so nothing is typed twice.

Booking link

https://www.smartflosystems.com/book/your-workspace

Try the tools in this guide

PipelineAI CRM

Inbound lead intake, automated deal stages, and customer activity tracking.

Troubleshooting & FAQs