Credit the booker in SFDC with a Hubspot sequence even if booker is not licensed in Chili Piper
Crediting a booker in SFDC is commonly done using the ?by= parameter. This also works even if the user is a non-licensed Chili Piper user (they are in SFDC as a user but not assigned a license). The assignee in the queue will need a license still, but this is a good workaround where AE's are licensed but an SDR may not have a seat.
For example:
The sender does not have be licensed to be credited as the booker in SFDC, if this is sent from Hubspot.
https://book.chilipiper.com/book/router/?id={{contact.email}}&by={{senderfirst}-{{senderlast}}
0
Please sign in to leave a comment.
Comments
0 comments