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
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I’m going to show you how to embed an Expertise calendar using HubSpot form routing.
First, open your HubSpot form and create a rule so that when a certain condition is met, this could be based on location, geography, or whatever routing system you use, the form redirects the user to a specific URL.
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In that redirect field, paste your
book.expertise calendar URL. That’s what I’ve done here: I’ve entered my booking calendar link and clicked Save.0:36
For context, this rule says: If the email contains “big” or “very big”, then redirect to this calendar. I’ve saved and updated the form.
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Next, go to Playbooks in Expertise.io. Use the Add Share Booking Link tool and paste in that same calendar link.
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Now let me show you how it looks. I open the Get a Quote form, that’s how this form shows up on the site.
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I type in an email like
big@expertise.ai. Since it has the word “big” in it, it triggers the rule and redirects to the external booking calendar link we just set up.1:31
And voilà, it shows up directly inside the widget.
You’re all set. Enjoy!