I am lately sending SMS from Hubspot based on deal stages and all is working fine. But i have an important scenario that i want to resolve, and would appreciate your help here.
In one of the SMS, i need to add meeting links that will enable the customer to schedule a call with one of my sales team. There are more than one member in the sales team, i have a Hubspot meeting link for each, but would require the SMS to display any of the meeting links randomly so meetings would not be redirected to only 1 sales person.
Scenario :
If a deal reaches a certain stage, send SMS to schedule a meeting with sales team. (generate their meeting links randomly in the content)
I had this scenario in one of the emails, and was able to solve it with Hubspot CTAs.
There is a specific type of meeting link for this, “Round robin”, this team scheduling page shows the individual availability of all selected team members. This is not random however.
I was just thinking of using the “Round Robin” feature, but didn’t know how it speifically works.
If 2 team members are available at a certain time, what’s the algorithm used ? How do Hubspot decides which member to schedule a call with ?
If multiple users are available during the selected time and the Prioritize contact owner option is not turned on, then a user who has gone the longest without being assigned a meeting will be selected.
This is actually not a round-robin assigning but it adds all the available time slots of all the calendars that you have added in order to get the maximum available window for the client
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.
Hi @ChrisChiha ,
I think it is not possible to generate meeting links in the SMS. Check this screenshot here, it doesn’t have any functionality to generate the meeting links on its own.
What you can do is compose the SMS and put up all the available meeting links. And the receiver can choose with whom he wants to set up the meet based upon the availability.
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.
