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Objective

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

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Key Steps

1. Ensure Calendar Connection image
  • 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 image
  • Generate a booking link from Expertise Booking.
  • Assign this link to any trained agent.
3. Connect HubSpot to RAA Agent image
  • Ensure that your HubSpot account is connected to the RAA agent.
4. Book a Meeting image
  • Fill in the required fields:
    • First Name
    • Last Name
    • Business Email
    • Phone Number
  • Include any customized questions as needed.
5. Verify Booking in HubSpot image
  • 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.

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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.

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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.