Routing and scheduling nodes

These nodes connect a workflow to routing and scheduling. They assign a lead to the right person, or show a booking page and continue after the lead books a meeting.

Add a node 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 nodes, 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. The node then branches on the outcome. The settings are in three sections, in the order they appear on the node.

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. Toggle it off to add custom hosts, with one marked primary and the others required or optional.
Fallback Host (Optional)	A backup host. Default uses it when the primary host is out of office or unavailable.	Optional. Pick a host.

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. The scheduler then appears there instead of in place.	Optional URL. Use this to open the booking page on a specific page.
Redirect delay	How long to wait before redirecting, in seconds.	Optional, from 0 to 300. The default is 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. The minimum is 3 and the default is 5.

The node has two branches, Booked and Not booked. After a booking, later nodes can reference:

The meeting’s date and time, with a ready-to-use formatted date.
The booked event.
The primary host and any additional hosts.

The Not booked branch runs when the visitor does not book before the timeout, or explicitly does not book. On this branch, these values are empty.

​Round-robin

​Display scheduler

​Booking Details

​Redirect Settings

​Display Options

Round-robin

Display scheduler

Booking Details

Redirect Settings

Display Options