Is there a way to create a form or CTA link that allows someone to book a demo with my sales team and have it do a round robin type assignment so it cycles through all my reps? If this isn’t possible, is there a way to have a demo\calendar event scheduled and manually assign it later? The goal is to allow a website visitor the option to schedule a demo from the website. Any thoughts…
Hi @KBixler,
Yes, this is possible with the meetings tool: Create scheduling pages with the meetings tool
Team meeting links can be embedded in your website. (Team members need to have a paid sales or service hub seat.)
Best regards!
Hi @KBixler,
Yep! With LeadAngel, you can easily create a webform that lets visitors book a demo. Once they submit it, they’ll be redirected to a sales rep’s calendar. And the best part is that it uses round-robin assignment, so meetings get shared evenly across your team. This tool is super simple and no manual assigning needed you anymore.
Hope that helps!