The Challenge
Matching the right prospect to the right expert at the right time is one of the most complex scheduling challenges a consulting firm faces. Without automation, this process involves manually reviewing routing form submissions, checking individual calendars, sending back-and-forth emails, and hoping the time slot you suggest is still available by the time the prospect responds.
- Prospects fill out routing forms but wait hours for a human to manually assign them to the right consultant
- Suggested time slots are often stale by the time they reach the prospect
- Misrouted prospects waste consultant time on conversations that aren’t the right fit
- No real-time view of team availability makes intelligent routing impossible
- Growing teams face an exponentially more complex routing problem without automation
The Autohive Solution
Autohive’s Calendly integration combines routing form data with live availability checking to create a fully automated, intelligent routing engine.
Routing Form Data Extraction
Autohive lists and retrieves routing form submissions in real time, capturing the prospect’s needs, preferences, and requirements as soon as they complete the form. This data powers every downstream routing decision.
Real-Time Availability Checking
Before presenting any time slot to a prospect, Autohive checks each relevant consultant’s live availability using the Calendly integration — ensuring only genuinely open slots are ever surfaced.
Intelligent Matching and Slot Suggestion
Autohive matches the prospect’s routing form responses to the right team member based on your business rules, then automatically surfaces the next available slot for that expert — creating a frictionless booking experience.
Benefits
- Faster prospect routing — Prospects reach the right expert within seconds of submitting a form
- Always-accurate availability — Only real open slots are presented, eliminating stale suggestions
- Better meeting quality — Right-fit matching means every meeting is with the most relevant expert
- Reduced admin burden — No manual triage or back-and-forth calendar checking needed
- Scalable growth — The routing engine handles any volume without adding coordination overhead
How It Works
- Form submitted — A prospect completes a Calendly routing form with their needs and preferences
- Data retrieved — Autohive captures the submission and extracts routing criteria
- Availability checked — Real-time availability is fetched for all relevant consultants
- Match made — The prospect is matched to the best-fit expert based on your routing rules
- Slot suggested — The next available time slot for the matched consultant is presented automatically
- Schedule updated — As the booking is confirmed, availability schedules are updated immediately
Getting Started
- Sign up at app.autohive.com
- Connect your Calendly account from the marketplace
- Configure routing rules and map form fields to your team structure
- Deploy your agents to activate intelligent prospect routing
Learn more about the Calendly integration on Autohive.
