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HubSpot Update: Use Meeting Rotations in Scheduling Pages for Weighted and Even Distribution
E20

HubSpot Update: Use Meeting Rotations in Scheduling Pages for Weighted and Even Distribution

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HubSpot Meeting Rotations Update

Source: HubSpot Product Update, October 7, 2024
Topic: New Meeting Rotations Feature for Scheduling Pages
Key Themes:
  • Improved Round Robin Scheduling: This update introduces Meeting Rotations, providing more control and flexibility over round robin scheduling in HubSpot.
  • Automation and Efficiency: Meeting Rotations automate member updates and streamline scheduling page management, saving time and reducing manual effort.
  • Fair and Strategic Meeting Distribution: The update enables even distribution of meetings amongst team members or weighted distribution based on specific criteria, ensuring fairness and allowing for strategic assignment.
Most Important Ideas/Facts:
  • Meeting Rotation Functionality: Users can create Meeting Rotations by navigating to Settings > Tools > Meetings > Meeting Rotations.
  • Dynamic Membership: Rotations can be populated based on teams or groups of individuals. Any changes made to the team or group automatically update the rotation.
  • Distribution Logic: Users can choose between even distribution of meetings or a weighted distribution. This allows for assigning different meeting loads based on factors like experience level or performance.
  • Scheduling Page Integration: Meeting Rotations are integrated with scheduling pages. When a visitor accesses the page, they will only see the availability of the next rep in the rotation, determined by the chosen distribution logic.
  • Automated Updates: Changes made to a Meeting Rotation automatically reflect on all scheduling pages using that rotation.
  • User Requirements: To be booked through a scheduling page's meeting rotation, reps must have:
  • Calendar connected to HubSpot
  • Scheduling pages turned on
  • Sales Hub Pro+ seat
  • "Available" toggle turned on in the Meeting Rotation settings.
Key Quotes:
  • "Instead of prioritizing showing the most availability on a scheduling page before assigning a meeting, round robin scheduling pages will now offer the option of distributing the meeting assignments evenly between rotation members or assigning meetings based on a weighted rotation."
  • "This way, teams can choose to give onboarding reps fewer meetings, assign the most meetings to the best sales reps, or give every rep an equal number of meetings."
  • "Using a meeting rotation to populate your scheduling page members can save time. Round-robin members can be populated based on a team or a group of individuals through a meeting rotation. When any changes are made to the Meeting Rotation, those changes are reflected in all scheduling pages that use that meeting rotation."
Target Audience:
This update is relevant to HubSpot users in Sales Pro, Sales Enterprise, Service Pro, and Service Enterprise tiers who utilize scheduling pages and round-robin meeting distribution.

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Ben Binary
A sharp, data-driven AI personality with a clear, robotic yet professional appearance, embodying precision and technical expertise. He decodes HubSpot updates with the efficiency of an algorithm.
Luna Logic
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Luna Logic
An intelligent and insightful AI co-host, designed with a logical, analytical mind, and a polished professional look. She brings strategic thinking and a clear, human-like touch to complex updates.