Salesforce meeting scheduler - handoff in <30 seconds

Book the meeting before the lead cools.

Stop the drop-off between qualification and meetings booked. Booking Engine is the Salesforce-native meeting scheduler that does meeting handoff on the spot.

The handoff gap

Calendar juggling is costing you pipeline.

You did the hard bit. You qualified the lead and secured the follow-up meeting. What killed the deal was everything after: the lack of visibility for your team's availability, back-and-forth over email, and getting ghosted. Speed to lead falls apart at the handoff.

Booking Engine handoff video
How Booking Engine works

Handoff meetings in Salesforce in under 30 seconds.

Route meetings in Salesforce with full visibility of your team's availability and handoff a meeting in a couple of clicks. Meet Booking Engine, the Salesforce scheduling app built for the handoff.

Booking Engine handoff video part two
01

Schedule from inside Salesforce

The rep books a meeting directly from a Lead, Case, or Contact in Salesforce, where the conversation started.

02

See live team availability

The rep sees who's free across the team, with the right one already surfaced by routing rules: territory, account ownership, or round robin.

03

Book the meeting on the spot

One click. Calendar invite and video link sent. Salesforce record updated automatically.

04

Hand off and follow-ups handled

Meeting handed off. Automatic reminders go out, with one-click reschedule if plans change.

See Booking Engine in action.

Turn qualified leads into confirmed meetings on the spot with automated scheduling, routing, calendar sync and meeting handoff for your whole team. Plus, open up your schedule & book more meetings with personal booking links.

Watch the demo
+240%
Increase in meetings booked

"Booking Engine took the lag out of our outbound ABM workflow. Meetings get booked on the spot, and SDR meetings booked are up 240%."

Read story
Doug Hendricks
Operations Lead, G&A Partners
Read the Story
<30sec
To book a meeting on a rep's behalf
100%
Salesforce-native. No sync, no middleware.
~1 hr
From install to first booked meeting
Plugs into Distribution Engine

Route by account ownership, without looking it up.

Booking Engine can use your Distribution Engine lead-to-account matching to pick the host, so a meeting booked against a known record goes to the rep who owns it.

If there's no owner, Booking Engine's own routing takes over.

Matching rules decide the host.
Booking Engine books them.
Salesforce calendar sync & integrations

Works beautifully with  the apps you already use.

Native Salesforce reporting plus out-of-the-box integrations with Google, Microsoft and Zoom. Nothing for your admins to configure, nothing new for your reps to learn.

Two-way Salesforce calendar sync.

Native sync with Google Calendar & Microsoft Outlook. Real-time availability, no double bookings, no manual updates.

Google Calendar
Microsoft Outlook

Video conferencing built in.

Meeting links generated automatically for Google Meet, Microsoft Teams, and Zoom. Nothing for your reps to configure.

Google Meet
Microsoft Teams
Zoom

Meeting KPIs in your existing Salesforce dashboards.

Track meetings booked, no-show rates, conversion, and reschedule patterns alongside the rest of your funnel. Everything lives on standard Salesforce objects, so your existing reports and dashboards just work.

No separate analytics tool. No CSV exports. No "let me check the other system" on a forecast call.

We've got your back

Support that goes above & beyond.

Working with us goes way beyond the software. It's our friendly, helpful and dedicated team that sets us apart.

Invested in your success

From setup to fine-tuning, our Customer Success and Support teams will help you get the most out of Booking Engine from day one.

“The implementation was super easy, the onboarding magnificent and their technical support is very prompt and always on point. Fantastic tool really a must have.”

Read story
Doug Hendricks
Sales Operations Manager

Support you can actually rely on.

Salesforce scheduling is complicated. Having a Salesforce expert on hand when you need it makes the difference. Think of us as an extension of your own team.

Built for SaLES & SERVICE

Whether you're qualifying inbound or triaging support cases.

For Sales Teams

Sales handoff & speed-to-lead.

✔  Route Qualified meetings to the right AE in seconds. Handoff live during qualification calls, no follow-up scheduling link needed.
✔  Outbound reps share personal booking links and let prospects self-serve.
✔  Every meeting logged against the right Salesforce record automatically.
For Service Teams

Triage cases & book follow-ups.

✔  Triage cases to the right Support Agent on the spot. Route based on next available or skills and territory.
✔  Customer Success reps share personal booking links and let clients schedule directly with them.
✔  No back-and-forth, no manual data entry.

Book more meetings. The first one's with us.

See how Booking Engine fits your Salesforce setup. Talk to our team, or start a free 30-day trial.

Your questions answered

Frequently Asked Questions.

How is Booking Engine different from Salesforce Scheduler?

Can Booking Engine replace Calendly or Chili Piper?

Is there a free trial of Booking Engine?

What happens to records when a meeting is rescheduled or cancelled?

Can a rep book a meeting on a colleague's calendar?

Does the rep who booked it join the meeting?

Can we get two people into the same meeting?

What if the prospect already has an owner in Salesforce?

What does the prospect see when they book?

Do we need Distribution Engine to use Booking Engine?

Where does the meeting data live in Salesforce?

Does the rep who booked it still get the credit?

How do I get started with Booking Engine?