Expertise AI Knowledge Base

Misc: Integrating Expertise Booking with HubSpot

Last updated on October 7, 2025
 

Objective

This SOP outlines the steps to integrate expertise booking with HubSpot and chatbots to ensure lead capture files are populated correctly.

Key Steps

1. Ensure Calendar Connection
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  • Verify that your calendar (e.g., Outlook) is connected to Expertise Booking.
  • Confirm that your calendar is also connected to HubSpot.
 
2. Create a Booking Link
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  • Generate a booking link from Expertise Booking.
  • Assign this link to any trained agent.
 
3. Connect HubSpot to RAA Agent
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  • Ensure that your HubSpot account is connected to the RAA agent.
 
4. Book a Meeting
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  • Fill in the required fields:
    • First Name
    • Last Name
    • Business Email
    • Phone Number
  • Include any customized questions as needed.
 
5. Verify Booking in HubSpot
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  • Check HubSpot to confirm that:
    • First Name, Last Name, and Email are recorded.
    • The expertise booking field indicates that a meeting has been booked.
    • The assigned host for the meeting is noted.
    • Any customized questions are recorded.

Cautionary Notes

  • Ensure all connections are properly established before proceeding with bookings.
  • Double-check the accuracy of the information entered during the booking process to avoid errors in HubSpot.

Tips for Efficiency

  • Regularly review and update your calendar connections to avoid disruptions.
  • Train agents thoroughly on how to use the booking link to minimize errors.