Scheduling Widget - Enable Users to Book with a Sales Person's Calendar based on Dropdown Category

Smart CRM & Sales Hub Sales Hub Tools
1

Hi all

I’d like to use the scheduling widget for prospects to book in a demo with my sales team. I’d like users to select a category from a drop down - options 1-3 would enable users to book with Sales Person 1’s calendar, and options 4-6 would be sent to Sales Person 2’s calendar.

Is this possible, or am i barking up the wrong e-tree?

2

Hi @n-newman,

There is a feature very similar to what you’re asking for, yes: Redirect a form to a meeting scheduling page, HubSpot page, or external URL (legacy)

It’s available in Sales or Service Hub Enterprise.

Best regards!

3

@karstenkoehler this is a pretty cool feature they added. My first thought was it’s not possible, but I forgot this exists now. Good call.

4

@danmoyle “This is unfortunately currently not poss… wait. INBOUND 2023. It actually is.”

5

Right?! All these updates rolling out… “no” is becoming “oh hey this is new!” :rofl:

6

Hi Karsten and thanks for your answer. We have the relevant enterprise level for this. Can I enable beta only for me (a single user) for this or dows it need to be account wide? (if it is account wide, what are the risks of enabling beta?)

Thanks

7

Hi @n-newman,

Do you have concerns that other users with forms permissions might use this incorrectly? If so, yes, enabling the beta for only you might make sense – although you might run into issues when other users are referenced. In any case, you’ll notice whether it works or not.

Regarding betas, I’ve never experienced anything breaking in a way that made anything in HubSpot unusable. Not even close. You might find that the feature you’re testing the beta for does not work exactly as expected, that it’s not fully fledge yet. While it’s possible that something outside of the beta might break, it’s very unlikely and I’ve never experienced it.

Best regards