Routing and scheduling steps

Add a step in the Workflows builder with Add Node. Round-robin uses your queues; Display scheduler uses your scheduling events.

Round-robin

Assigns the lead to a member of a queue, using that queue’s rules.

Field	What it does	How to use it
Queue	The queue that picks the assignee.	Pick a queue, for example `AE Round Robin`. The queue’s policy decides who wins.

The assigned user is available to later steps, so you can set them as the CRM owner or notify them.

Display scheduler

Shows a booking page to the lead and waits for them to book, then branches on the outcome. Its settings are grouped into three sections, in the order they appear on the step.

Booking Details

Field	What it does	How to use it
Event	The scheduling event to show.	Pick an event, for example `30-minute intro`.
Hosts	Who can host the meeting.	Toggle Use event hosts on to use the event’s own hosts (shown read-only), or off to set custom hosts for this step: add each host, mark one as primary, and mark others as required or optional.
Fallback Host (Optional)	A backup host used when the primary host is unavailable.	Optional. Pick a host. Default uses this host if the primary host is out of office or unavailable.

Redirect Settings

Field	What it does	How to use it
Add redirect on meeting booked	Where to send the lead after they book.	Optional URL.
Add redirect on meeting not booked	Where to send the lead if they do not book.	Optional URL.
Redirect to scheduler page	Sends the visitor to this URL first, then shows the scheduler there instead of in place.	Optional URL. Use this when you want the booking page to open on a specific page rather than appear where the visitor already is.
Redirect delay	How long to wait before redirecting, in seconds.	Optional, 0 to 300 (default 10).

Display Options

Field	What it does	How to use it
Language	The booking page language.	Currently English.
Timeout	How long to wait for a booking, in minutes.	Enter a number (minimum 3, default 5).

The step has two branches, Booked and Not booked. When a meeting is booked, later steps can reference the meeting’s date and time (including a ready-to-use formatted date), the event that was booked, the primary host, and any additional hosts. On Not booked (the visitor didn’t book before the timeout, or explicitly didn’t book), these are empty.

Overview

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Settings

Routing and scheduling steps

Round-robin

Display scheduler

Booking Details

Redirect Settings

Display Options

​Round-robin

​Display scheduler

​Booking Details

​Redirect Settings

​Display Options

Round-robin

Display scheduler

Booking Details

Redirect Settings

Display Options