topic Re: Lead routing (Hubspot vs Chilipiper) in Lead Capture Tools

Lead routing (Hubspot vs Chilipiper)

JHowell5 — Thu, 04 Aug 2022 12:13:41 GMT

Does Hubspot have real time calendar embeds based on what a prospect puts into a form? I used to use Chilipiper and may become a customer again - but curious has the same funcationality (example: a prospect puts in their size & geography, and after they submit the form, they are presented with the calendar of the account executive or BDR for that area). Thanks!

Re: Lead routing (Hubspot vs Chilipiper)

danmoyle — Thu, 04 Aug 2022 12:47:53 GMT

Hi @JHowell5. The HubSpot meetings tool is great and has a few options, like round robin and group meetings, which give you a lot of power. And as long as reps are connecting their calendars, it does indeed look at their real time availability. As for setting up the path to get to the scheduling page, it's fedinitely something you can do with the HubSpot tools like smart content/lists, workflows, and emails. It all depends on your preference.

Re: Lead routing (Hubspot vs Chilipiper)

KKaiser — Thu, 13 Oct 2022 19:47:33 GMT

Hi @JHowell5 you can build out a skeleton of how that system may work in HubSpot as it did with Chili Piper. There are a few drawbacks to doing it this way. The first would be that the for takes you through multiple steps and pages and the booking experience just has a fair amount more friction in it. The second s that building this out in a workflow means it would have to be managed and not configured on/off like you can with Chili Piper. If you're routing on complex variables and don't want to manage complex workflows there's no substitute for a tool like Chili Piper. On the other hand HubSpot is a superb 1-1 booking tool and if you don't mind who lands on whose calendar it will do the job just fine

Re: Lead routing (Hubspot vs Chilipiper)

kvlschaefer — Fri, 14 Oct 2022 12:58:54 GMT

Thank you for sharing this insight, @KKaiser!

Re: Lead routing (Hubspot vs Chilipiper)

michaelhermon — Tue, 07 May 2024 18:40:54 GMT

Hi @JHowell5

We just introduced a new app into the marketplace last week that does just that - it will enrich the lead, score them, and then display a calendar only to qualified leads - based on their input and firmographic data (such size / georgraphy / revenue).

I hope this helps!

@KKaiser @danmoyle fyi

Re: Lead routing (Hubspot vs Chilipiper)

Shweta95 — Tue, 11 Feb 2025 07:18:55 GMT

HubSpot doesn’t have native real-time calendar embeds that adjust based on form inputs, but you can set up workflows to send the right meeting link after submission.

Both Chili Piper and LeadAngel offer instant scheduling—matching prospects to the right rep and displaying their calendar immediately after form submission. With LeadAngel’s web form integration, you can dynamically route leads based on criteria like geography or company size and allow them to schedule a meeting with the right rep in one seamless flow.

If real-time lead assignment and scheduling are priorities, both tools are worth considering alongside HubSpot.