I'm trying to figure out if I can create a button on the email editor so that there is one to "schedule a call" but I'd like to be able to set it up in a way that it would create a meeting for the assigned contact owner.
For example, let's say I have 3 people who are part of the sales team and I assign contacts to them via round-robin. If I set up a workflow with an email that is to look like it comes from the contact's owner I am unable to customize the Meetings Link button option to correlate with contact owner. I can only choose one of those 3 people (assuming their meetings link is set up). So say Jane owns Joe, but the meeting link in the email is only set up for me, it would create a task for me, not Jane. Not sure if that makes sense.
What are some workarounds for this, or how do I set that kind of thing up?
I know this is an older post, but for anyone else who comes across this, here's how I've solved for it:
Create a CTA button for each salesperson, directing to their booking link
Create an active list for each salesperson (filter is Contact Properties > owner > is [salesperson])
In the email button, click More > Add Smart Rule
Create smart rules based on lists so that if the contact is on a salesperson list, it will show the correct button. If they aren't on a list, default to showing a CTA to your round-robin meetings link.
I found a solution for this. add the button/text you want to link to the meetings calendar, and then add this as your URL: {{ contact.hubspot_owner_id.meetings_link }}.
e.g. <a href="{{ contact.hubspot_owner_id.meetings_link }}">dynamic meeting link</a>
Anyone come up with any solutions to this? I don't want to insert the text link into the email, I want to be able to link text to a dynamic meetings link without using smart lists, which are difficult and time consuming to maintain.