Onboarding checklist to integrate Leadmonk native form to an Inbond Router

NOTE: This feature is available only to users on the Advanced subscription plan. 

In this article, we'll cover the basics of what you need to get started with Leadmonk's Router and Leadmonk native form to convert leads into meetings by qualifying, routing, and scheduling in real-time from anywhere.

Who needs to be involved?

• A Salesforce or HubSpot CRM administrator (optional)
• A website administrator or web developer to create a test page and push the page live
• Someone with knowledge of the routing and distribution process
• Anyone else from Marketing and/or Sales Ops who would like to be involved

Prerequisites

Before you get started, you'll need to:

1. Create your Leadmonk account
2. Connect your Google or Outlook calendar account: 
   • How to connect Google/Outlook calendar in Leadmonk
   • How to connect Outlook/Office365 calendar in Leadmonk
     
3. Update your availability profile (optional)
4. Connect your Zoom account (optional)
5. Connect your MS Teams account (optional)
6. Create an organization in Leadmonk and Invite your team members to it
7. Have each team member create their account in Leadmonk, accept your invite within the app, and connect their calendar, Zoom account, and MS Teams accounts.
8. Connect your HubSpot account - Admin step (optional).
9. Connect your Salesforce account - Admin step (optional).
10. Create/update organization workflows for notifications (optional).
11. Create/update personal and organization level branding for your booking pages (optional).
12. Refer this help page to connect other apps (if required) to Leadmonk (optional).
13. Troubleshooting Availability

Note: Router configuration can be done only by users with admin/owner role

Inbound Router Creation

An inbound router automatically qualifies, routes, and schedules inbound leads from anywhere — be it your web form, cold calls, campaigns, and more. Once you've completed the prerequisites mentioned above, proceed further with below mentioned inbound router creation steps. This diagram shows the relationship between inbound router and other objects.

1. Create team: Leadmonk provides a feature to create teams to manage team appointments. Create team(s) as per your sales org structure or as per your lead/meeting distribution structure.

• How to set up team to manage team appointments
  

2. Create form properties: Form properties are the fields that are used to collect information from leads or customers. You can create custom form properties to collect the information that is most important to you. Review the default form properties and create new properties as needed. 

• How to create form properties?

3. Create a form: A form is a collection of form properties. You can use a form to collect information from leads or customers. Use the form properties to create a form to collect information from your leads or customers.

• How to create forms?

4. Create meeting template(s): A meeting template is a pre-configured set of meeting settings. You can use meeting templates to quickly and easily schedule meetings. Create meeting templates based on your meeting requirements.

• How to create a meeting template?

5. Create meeting queue(s): Meeting queue efficiently manages and distributes inbound meeting requests. Meeting queue acts as a centralized hub for incoming leads, allowing businesses to qualify potential customers and assign them to appropriate sales rep based on predefined criteria and rules. By automating lead routing and scheduling, meeting queues improve sales team productivity and enhance the overall customer experience. To effectively route meeting requests, at least one meeting queue must be created for each sales router.

• How to create a meeting queue?
• How to route leads based on ownership in HubSpot CRM
• How to route leads based on ownership in Salesforce CRM
  
• How to filter form submissions with disposable or free email domains
• Round Robin - Weighted Average and Equal Distribution - Distribution List
• Round Robin Meeting Queue - Optimization for availability
• Meeting queue with multi-host scheduling
• Value lists in Queue qualifying rules

6. Create an Inbound router: Once prerequisites are met, create your inbound router by defining forms and meeting queues. Embed the router on your website landing page containing the Marketo form using the provided code and test its functionality.

• What is Inbound Router? How to create an Inbound Router?
• How to view inbound router submissions?
• Reassign Upcoming Meetings
• Troubleshooting inbound router form submissions

Help and Support

If you encounter any issues while using our software, don't worry! We've got you covered. You can easily access our help center for solutions to common problems, and our support team is also available to assist you further.

To access our help center, simply click on the "? Help" widget located at the bottom-right corner of your screen. This will open up the help center, where you can search for articles on various topics related to the use of our software.

If you can't find what you're looking for in the help center, you can always contact our support team for further assistance. To do this, click on the "Contact us" button on the "? Help" widget page. You will then be prompted to fill out a form to send a message to our support team. They will respond to your query as soon as possible.

Alternatively, you can reach out to our support team directly by sending an email to [email protected]. Our support team is always available to assist you with any issues or questions you may have about using Leadmonk.

Other helpful pages

• Blog - Close More SaaS Deals with Automated Demo and Sales Meeting Scheduling