topic Re: Pre-populate fields from Form Submission to Scheduling Page in Lead Capture Tools

Pre-populate fields from Form Submission to Scheduling Page

GMirazchiev3 — Fri, 23 Jun 2023 09:21:33 GMT

Hi there,

I'm exploring the feasibility of using the Meetings functionality on HubSpot to replace a tool we are using for booking meetings.

Our current process is this:

- Contact submits a HubSpot form on our Demo Page.

- After successfull submission, they are the presented with a pop up screen screen with available times to book a demo slot, thru a tool we use called Chili Piper.

- The integration between HubSpot and Chili Piper means they don't have to fill out any form fields again to book a meeting slot (name, email, etc.)

I'm trying to achieve the same, but with HubSpot Meetings.

The main issue is the fact that the contact information from the HubSpot Form doesn't seem to sync with HubSpot Meetings, so users have to fill out their information again, even tho they have just submitted a HubSpot Form.

This appears to happen even tho I've enabled "Pre-populate fields with known values" on the HubSpot Meeting Scheduling Page settings.

You can see this in action here, where I've created a simple HubSpot Form embedded on our website that redirects to a HubSpot Scheduling page on successful completion.

https://chattermill.webflow.io/new-page (pass: 1234567)

Is there an easy way to push the data from the form to the HubSpot Scheduling page, perhaps using custom HTML to push the data as a URL parameter?

Re: Pre-populate fields from Form Submission to Scheduling Page

TomM2 — Fri, 23 Jun 2023 11:01:26 GMT

Hey @GMirazchiev3 the "pre-populate fields with known values" feature actually uses the browser cookies to populate the form. Browser cookies are domain specific, meaning a unique cookie is given for each website domain, these are not shared.

It looks like your meetings tool is on the "meetings.hubspot..." domain and not your own. Have you thought about moving this to your own domain? That will bring the cookies in between your sites, and will *technically* allow the "pre-populate fields with known values" feature to work. The only drawback is that, depending on the server response times, it can take up to a minute or so for HubSpot to process the submission, create the contact record, populate the properties, determine they're known and then send the data back to the form on the page. If the user is quick at picking their time they might land in the form before the information is fully processed and thus, then see an empty form until they refresh the page.

One other option would be to customise the form embed code to pull the values from your fields (this will require some dev skills). You could then add these to the redirect url in the form of query strings to auto-fill your form.

Re: Pre-populate fields from Form Submission to Scheduling Page

GMirazchiev3 — Tue, 27 Jun 2023 16:13:51 GMT

Thanks for the further insight @TomM2.

I've read and tried almost every method in the many threads on this topic but unfortunatley none work or I lack the required dev skills to create the custom embed code to pull the values.

Shame this functionality doesn't exist natively in HubSpot as I would have assumed this is a no-brainer feature to have.

Thanks for your help.

Re: Pre-populate fields from Form Submission to Scheduling Page

TomM2 — Wed, 28 Jun 2023 11:13:15 GMT

Hey @GMirazchiev3 it is a feature, but cookies are limited to domain specific (even outside of HubSpot). Since your meeting link is on a different domain it creates a new cookie. Cookies are how the system identifies someone on the browser, IE if you submit a form, your browser becomes associated with your contact record and HubSpot would know to pre-populate your information.

If you set your meetings link to use the same domain as your website, it can in theory pre-populate from the first form. The only drawback is that it may not process quickly enough if people are fast in choosing their time.

Re: Pre-populate fields from Form Submission to Scheduling Page

GMirazchiev3 — Wed, 28 Jun 2023 15:40:18 GMT

Thanks @TomM2 - I already moved the Meetings domain to our main domain but as you said, the sync is not fast enough so the data doesn't auto-populate 😞