My manager asked me yesterday whether we could allow website visitors to book a meeting directly with a salesperson, based on whether they are a known contact (by email domain) or by selecting a salesperson/territory from a dropdown. If the person was not a client, their email would be routed to our net-new sales executive.
We currently use NinjaForms on our site and Salesforce as our CRM. An AI search said I should use Calendly. The key is that I already pay for all these platforms (including Microsoft Bookings, which is like Calendly), and I don’t want to add another one. So, can I use ActiveCampaign to do this task?
Would love some brainstorming ideas from the community.