Case Study: Tagglo achieves time savings and scalable onboarding with Appointlet

Tagglo saved time with automated scheduling and scaled up their team size

Tagglo, a product information management company, needed a reliable way for its customer onboarding team to schedule the four to six discovery and onboarding web workshops typically required for new clients and to capture lead data without manual entry. To solve this, Tagglo adopted Appointlet to provide automated scheduling, pooled availability and per-user calendar integrations that fit their sales, support and training workflows.

Appointlet delivered seat flexibility, unique calendar integrations, auto-generated web conference links and a location property for phone or video meetings, plus Zapier-powered syncs to push form data into Salesforce and Intercom. As a result, Tagglo eliminated repetitive data entry, ensured core systems stayed in sync, scaled up their team, and processed 600+ bookings while saving the customer success team valuable time. Appointlet enabled smoother onboarding and more efficient lead capture for Tagglo.

Tagglo

James Andrews

Director of Product Marketing