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* fix: update enterprise sales URL from i.cal.com to go.cal.com - Update EnterprisePage contact sales button URL - Update TeamList admin tools learn more URL - Update platform pricing enterprise redirect URL - Update documentation example URL - All URLs now point to go.cal.com/enterprise Co-Authored-By: [email protected] <[email protected]> * Apply suggestions from code review --------- Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com>
34 lines
1.4 KiB
Plaintext
34 lines
1.4 KiB
Plaintext
---
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title: "Assign people to a call from a CRM or database"
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---
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## Option 1: Based on CRM integration
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If you are working with a CRM such as Salesforce, Hubspot, Close.com or similar, you can use our integrations to connect to your apps.
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We're using the Assignee APIs from each service to understand which person is assigned to an email of a new lead.
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By prefilling your booking link with [email protected] our integration will look up who has spoken to [email protected] before and skip all round-robin logic.
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Here is an example URL: i.cal.com/sales/[email protected]
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This works with Embeds as well, just add the parameter to your CalLink property.
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## Option 2: Based on Emails
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If you are using a different product that we don't integrate with, or you need something more custom you can also achieve this with our Organization plan.
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We've built our Organization system in a way where every email can be turned into a scheduling link with your company subdomain:
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[email protected] → acme.cal.com/jane (or schedule.acme.com/jane)
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This means if you have a table
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| User | AccountExecutive |
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| :----------- | :----------- |
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| [email protected] | [email protected] |
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You could show [email protected] an embed inside your application simply by using the value from AccountExecutive to build the link:
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[email protected] → acme.cal.com/jane either with a string replace function or a simple regex.
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