I’m trying to implement a meeting assignment logic for my sales team (10 reps) based on the company size that prospects self-report in the meeting scheduling form.
My routing rules should look roughly like this:
For big clients:
-
If reps A and B are available at the selected time:
→ Assign 50% of meetings to A and 50% to B
-
If A and B are unavailable:
→ Assign 50% to C and 50% to D
For small clients:
-
If reps C and D are available:
→ Assign 50% to each
-
If C and D are unavailable:
→ Overflow to A or B
I need this to happen within the HubSpot meeting scheduling flow, because I depend on:
- The meeting being automatically created on Google Calendar
- A “meeting” engagement being registered on the contact/company record
My question is:
Is there any way to configure conditional, weighted routing logic like this directly in HubSpot meetings? We don’t use Round Robin becacuse we want to prioritize the customer choosing the time.
Or a recommended workaround that preserves calendar availability checks and auto-creation of the meeting engagement?
Any guidance or best practices would be greatly appreciated!