It’s my understanding that if someone starts to fill out a meeting form tools similar to Hubspot’s meeting functionality, that there is the ability to follow up with folks who fill out the form but don’t schedule a meeting. Is there a capability to build that follow up in to Hubspot’s meeting forms/ functionality?
Hi @EMcGrath,
There is not default feature for this, correct, but within a Professional subscription, you can create a contact-based workflow that checks whether a contact has viewed a page with the meeting URL but for whom there isn’t a meeting form submission logged. If that’s the case, the workflow could send an internal notification to follow up with the contact.
This of course only works for known contacts who have accepted cookies before and either clicked through a marketing email or submitted a form. For contacts who have not done so and simply started filling the meeting form, it’s not possible to identify them. Only after they accept the data processing policy can a company actually store the information put into the form.
Best regards!