HubSpot Ideas

LMC-Alex

Multiple conditions (AND logic) for conditional Meetings redirects in Forms

HubSpot recently released a great new feature for redirecting to a Meetings scheduling pages from a Form submission. It's now possible to send prospects straight through to a Meetings link page if their form responses meet certain criteria.

However, it's not possible to group multiple conditions together, eg Job title is "executive" AND Mobile phone number is known.

We have multiple criteria for designating leads as MQLs, so without this option our Marketing team is unable to use this tool effectively to route MQLs (and only MQLs) directly to our SDR team's booking links.

It's important for us to protect the SDRs' calendars and only allow prospects who meet all of the MQL criteria to book meetings directly in their calendars.

This leaves us reliant on third party tools (eg Chili Piper) that have this functionality.

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HubSpot Updates
In Beta
November 27, 2024 07:25 AM

Hi all!

 

Happy to share that AND logic for conditional redirects is available within the new Multi-Step Forms public beta! This beta also supports a higher limit on the number of rules that you can create.

 

Screenshot 2024-11-27 at 9.23.37 AM.png

8 Replies
MvandenIngh
Participant

Yes, 100% a necessity to combine conditions in the Hubspot Meetings Tool. This way the feature is useless for European markets.

An example:

1. country/ region = UK

 

AND

 

2. Industry = banking

 

AND 

 

3. Number of open jobs =  +100

 

= UK enterprise team


TLDR
Without the AND functionality we'd have to choose 1 condition and thus send tons leads to the entire UK team rather than the right lead to the right team. All in all that makes the current setup useless for European companies given 'country/region' is always the #1 condition you'd need, followed by typically at least on other.

JD91
Member

Somewhat shocked this wasn't built right away.

You already have this logic built in your reports tool, why not apply that knowledge and built it here right away?

 

Anyways, a must have for me to switch from Chili Piper to Hubspot!

JM003
Member

100% agree, this is really limited routing. We recnetly had chilli piper but had too many issues and bugs and moved back to conditional routing using Hubspot meetings only to find out we can route on singular condition (i.e. employee size, location)

ProFromGo
Participant | Platinum Partner

Agency partner here... we've got an enterprise client desperately needing this feature, also to replace chili piper.  They're currently expressing severe buyer's remorse after realizing this "and" option does not exist which has caused major problems for their large and growing sales team who was hoping to displace Chili Piper in favor of HubSpot meetings but the logic and sophistication they need just isn't there until we can utilize "and" statements to ensure multiple criteria are met and respected prior to routing to the correct Meetings link.

Ashleigh_H
Member

Another Enterprise client here who was told that Chili-Piper-like routing was possible. We have 12+ Sales reps who are assigned inbounds based on the State. So the single criteria routing works for us, but the max is 4 redirects.

VeronikaV
Member

Can't believe we only have 20 upvotes on this feature! 🥲 It's either using Chilipiper or adding some script with the help of engineers but their time is too valuable to justify building this for marketing.

MParham
HubSpot Product Team

Hi all!

 

Happy to share that AND logic for conditional redirects is available within the new Multi-Step Forms public beta! This beta also supports a higher limit on the number of rules that you can create.

 

Screenshot 2024-11-27 at 9.23.37 AM.png

LMC-Alex
Member

@MParham That's fantastic, thank you! I've had a look already and this is a HUGE step forwards.

Unfortunately we're still unable to switch from Chili Piper as we are unable to prevent our existing cutomers from booking into sales reps calendars.

This could be solved if we were able to use data that we already have on the Hubspot contact to route to the right calendar, or (ideally) disqualify the customer from being able to book into a calendars altogether.

In Chili Piper this is solved because all of our customers in HubSpot are owned by a CS rep and CS don't have Chili Piper accounts. Therefore a Chili Piper scheduling module can't be shown to customers.

I did look at replicating this by using a HubSpot Round-robin link, configured for Sales reps only and using the "prioritise contact owner" setting - but the main limitation here is that the calendar would still be shown and the customer would be able to book into a Sales calendar (see screenshot).

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