Follow these simple steps to connect your Expertise booking calendar with a HubSpot Form. This setup allows you to display the HubSpot Form inside the chat interface, and once a customer submits it, the correct Expertise booking calendar will automatically appear, letting them book a meeting directly within the chat.
Transcript and Timestamps
0:00 Hi, this is Tommy. This video shows you how to use Expertise Booking with HubSpot Forms for routing.
0:13 First, go to HubSpot Forms—you can search for "forms." I've created a TommyTestRedirectForm, but you can create a new form as well. The process is the same.
0:29 I'm going to edit my form. This is the basic form template. What I need to do is change the form's logic.
0:41 Go to Content, then Logic. I've set up two rules here. I can remove a rule and create another one to show you how it works.
0:54 For fields, as an example, we'll choose email and "does not contain" Gmail. Then we route to a specific booking link.
1:07 Under Logic, select "redirect to an external URL." Then go to your Expertise booking and copy the link. Paste it back here—remember to remove the HTTPS part. Save and activate. I have rule 1 and rule 2 now.
1:45 The other rule is: if the email contains Gmail, we send it to another booking link. Review and update, then copy the share link.
2:04 Go back to Expertise.ai, navigate to Playbooks, and create a new playbook. I already have one here—this is how it's going to look. For share conditions, we have HSForm, which stands for HubSpot Form. You can change this to whatever you want. We have two questions: "What's your name?" and "What's your email?"
2:25 After the user enters this information, we're going to share the booking link, which is the HubSpot Form we want to show.
2:38 The playbook will first ask the user for their name and email, then extract that information from the user's chat.
2:47 We'll preview the HubSpot Form and the booking link that shows up after the user submits. Let's check. What's my name?
3:05 My name is Tommy. My email address is Tommyabc.com. This does not contain Gmail, which will redirect to the booking link I just inserted. You can see here—the name and email are all prefilled. Submit. Then it goes to my booking link.
3:39 Select a time. Okay. Now let's check the other route. If the email does contain Gmail...
4:06 Then it will be redirected to another booking link. My name's Tommy. My email address is tommy at gmail dot com.
4:12 You can see—yep, prefilled Gmail—so it will direct to another booking link.
4:44 So, this is how it works. After a user has booked a meeting, we should be able to see it automatically.
4:53 On the Leads page as well—you can see Tommy at abc.com. Yep.