Setting Up Concierge with Hubspot Forms

     

1. Meeting Templates 


Navigate to     Meeting Types - Templates  -> Add New  
Create meeting templates for your calendar invites  
See Calendar Templates examples 
 
     

2. Setup your rules


Navigate to     Assigned Meetings- Queues -   >   Add New  
Create “team calendars” for your booking rules.  
E.g. Round robin for Small business,    route   to   owner   in a specific region etc.
See example of an   advanced team setup
 
     

3. Create your inbound router


Navigate to “Inbound Router” -> “Add New Form   Booker  ”. 
IMPORTANT: make sure that you've selected the option "Chili Piper creates lead in Salesforce in real time" in your settings, as follows:
   

4. Adjust your Hubspot Form


Go to your   Huspot   settings, and make sure to select the option 
"Thank you message", NOT "Redirect" 
 

     

5. Form Mapping 


Map your form field names to your Salesforce field names
 
     

6. Embed your code


Copy the Javascript embed in your HTML page, AFTER the Hubspot form embed. 
See  how
 
   

7. Test before you go   live   


Test and repeat  
 
     

8. Go live 


And be a hero. Keep us posted on your results!  
 
     

9. Monitor 


Keep an eye on your data  and constantly improve  
 
   

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