Globex Horizon
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Investor Concierge

Book a meeting

Choose phone, in-person, or online. The system checks the primary rep's HubSpot calendar; if they are unavailable, the request is auto-routed to their assistant. Both the rep and the sales manager receive an instant notification with your contact details.

Powered by HubSpot Meetings API · fallback logic active
How routing works
  1. Check the primary rep's HubSpot calendar for the requested window.
  2. If free → book directly, send calendar invite to both parties.
  3. If busy → check the assistant rep in the same territory; book them and note the fallback.
  4. Notify sales manager via email + Slack; log activity on the HubSpot deal.
  5. Attach investor profile, personality score, and last simulation to the meeting brief.