Dynamically add meeting participants based on fields evaluated in routing rules
Taylor Jennings
Meeting participants are statically configured on Meeting Types or added manually at booking time. There's no way to dynamically include additional participants, such as a solutions engineer or regional manager, based on field values evaluated during routing.
Allow routing rules to include an action that adds one or more participants to a meeting dynamically, based on field values present at the time the rule fires, such as territory, account tier, or product interest.
High-value deals often require specific team members in the room based on deal characteristics. Manually managing participant addition at booking time is error-prone and doesn't scale. Dynamic participant logic at the routing layer ensures the right people are included automatically without requiring reps to remember who to add.