Group scheduling & lead attribution
Intro sessions between sales reps and healthcare providers were booked 1:1 through the CRM’s native meeting tool. As lead volume grew, reps were manually re-opening calendar slots, including over weekends, so multiple providers could book the same session. Unsustainable, and blocking the move to group sessions.
Evaluated options within and beyond the CRM. No single tool offered both rep rotation and group meetings, so I prioritized group functionality based on impact and chose Calendly (native HubSpot integration, cost). Then the harder problem: HubSpot couldn’t attribute Calendly bookings to lead sources. I designed a workaround: custom UTM contact properties in HubSpot, a JavaScript snippet capturing UTM parameters on the landing page, and a Zapier workflow passing them from Calendly bookings into contact records.
ChatGPT’s first version of the snippet stored the tracking parameters in sessionStorage. It looked correct, but in testing the data silently failed to reach contact records: sessionStorage wipes when the tab closes. I caught it by testing the full flow end to end and shipped a localStorage version instead.
Scheduling fully automated: contacts and deals created and routed to the right pipeline stage without manual work. Lead-source attribution restored, making campaign ROI visible in sales reporting for the first time since the tool switch.