Meetings Link Form Popup

[tonyinn]

Is there an option to have a meeting link/calendar slide-in similar to a lead capture form? The lead capture form CTA is set up to take the viewer to a form but would rather have that second step be the calendar.

Has anyone accomplished this?

[Jenny]

Hi @tonyinn,

Depending on your subscription, the meetings tool does include embed code, which you can use to add the calendar on a website page.

Adding the embed code to a slide out would be an additional layer. @dennisedson, @Anton, @Stephanie-OG do you have any thoughts on whether this would be possible?

Thank you,
Jenny

[TBucciarelli]

The trick here is to consider this flow…

- user submits their info on a contact form (or similar)

- user is then taken to a meeting page

- the required information is not passed to this meeting page and the user is required to enter their email address again.

The timing is too tight for a meeting page to bring in the info from the freshly created contact record, but can it be passed in some other manner? Ultimately what we really want is the form submission followed by a calendar page with not action required in between.

[Anton]

Hi @tonyinn,

so you’ve got a “pop-up”-form set up which should capture the visitor and then take him to a meeting link, correct?

As far as I know there is no possibility to create “multi-step”-forms in HubSpot.

But this doesn’t mean, that you can’t achieve this.

For “default” forms(not pop-ups) you could:

1. create a website/landingpage
2. embed the meeting on the page
3. set this page as “thank-you”-page redirect in the form settings

So the workflow is:

1. the user will fill out the first form
2. the user get’s an email with a message(up to you) and a custom button(“book meeting”)
3. the user clicks on the button
4. a new page with the embeded meeting link opens
5. optional: the fields are already prefilled with the users information(more on that below)
6. the user opt-in in the meeting link
7. …

For “pop-up” forms you could:

1. Set up your pop-up form
2. go to the thank you options in the form
3. add a button
4. connect the button to a meeting (see screenshot below)

If you want to prefill the user information on the meeting submission you can also achieve this by setting up a custom button in the email which the user will get after the first submission.
You can read more about “passing data from one form to another” here.

regards,

Anton

[dennisedson]

although @Anton’s worflow would work. seems like a lot of steps to get to a meeting.

I am interested in this. can you pass data to the fields in a meeting form? probably not…

[tonyinn]

@Anton Yup, this is the workaround I identified as well but it seems to add more friction to the booking process. My hope to possibly increase conversions is to have the calendar directly embedded versus directing to a new page.

[Bharath]

Instead of the form as a pop-up, can we pop a calendar (HubSpot meeting calendar) when there is a CTA click? That way, the visitor picks the slot, fills the mandatory fields and confirms the slot.

[elianaflores25]

Why am I getting an error when trying to add the link to WordPress even though the link itself works just fine?