# Book meetings from replies

Source: https://mcpforgtm.com/recipes/book-meetings-from-replies (StackMCP, independent directory of official MCP servers)

## Goal

Outbound teams who want interested replies turned into booked meetings and logged in the CRM, with a human checking each one.

## Connected tools

- Instantly: https://mcp.instantly.ai/mcp (setup: https://mcpforgtm.com/tools/instantly)
- Calendly: https://mcp.calendly.com (setup: https://mcpforgtm.com/tools/calendly)
- HubSpot: https://mcp.hubspot.com (setup: https://mcpforgtm.com/tools/hubspot)

## Guardrails

- Don't send any email until I approve that specific draft.
- Never send a scheduling link to anyone who asked to unsubscribe.
- Use only the event type I name.
- Show me the CRM changes before you make them.

## Steps

1. Show my unread Instantly replies from the last 24 hours and classify each one: interested, not now, unsubscribe, or other.
2. For each interested reply, check my Calendly availability for the next 5 business days and create a single-use scheduling link for my intro event type.
3. Draft a short reply to each interested lead with the link. Show me all drafts. Send only the ones I approve.
4. For each one I approve, create or update the contact in HubSpot, set the lifecycle stage to lead, and log the reply as an activity.

## Expected output

Reply triage with drafts waiting for approval. Example (all names fictional):

```
Unread replies, last 24 hours: 9

| Lead                         | Class       | Draft                                  |
|------------------------------|-------------|----------------------------------------|
| Dana Okafor, Fernhill (fict.) | interested  | "Happy to show you. Grab a time: [link]" |
| Lee Marsh, Larkspur (fict.)   | not now     | none, follow up in 60 days              |
| j.park@quarrylane.example     | unsubscribe | none, removed from campaign             |
| Ops inbox, Mossgate (fict.)   | other (OOO) | none, retry next week                   |
...5 more

3 drafts ready, each with a single-use link for 'Intro call (30 min)'.
Nothing has been sent. Reply 'send 1, 3' to approve.
```

## Watch for

- Misread replies: Out-of-office messages, sarcasm, and 'not me, try my colleague' get classed as interested. Read the class column before you approve any send.
- Sending to someone who unsubscribed: A reply that says 'stop' in a long thread can be missed. Ask for unsubscribes to be listed first and confirm they were removed from the campaign.
- Duplicate contacts in the CRM: A lead who replies from a personal address creates a second contact. Match on name and company as well as email, and merge before logging.
- Link for the wrong event type: If you have several Calendly event types, name the exact one in the prompt, and check the link in one draft before approving the rest.