Populate form fields on meeting iframe (external values)

Developer Support APIs & Integrations
1

Hello,

I am writing to you here following various exchanges the support.

The context: some users take appointments when they do not correspond to our sector of activity. The calendar is full, I would like to be able to filter users before making an appointment.

The problem: HubSpot does not natively allow to have a filter form before the appointment is taken, and to be able to retrieve the filter answers.

Two solutions in my opinion:

  1. Develop the filter form our side and pre-fill this information when the iframe loads (via parameter integration in iframe URL). Like here Auto-populate form fields with a query string, but for an appointment booking.
  2. When the user makes an appointment, retrieve the user ID and send the filter information to HubSpot via the API (using the user ID). We need to retrieve the UID through the iframe via an event. https://legacydocs.hubspot.com/docs/methods/forms/submit_form

Do you think this is possible? Especially the first solution which would be the easiest for us.

Thanks in advance for your help :slightly_smiling_face:

Have a nice day,

2

For information, I have seen this topic https://community.hubspot.com/t5/APIs-Integrations/Auto-populate-fields-on-meeting-booking-form/m-p/223864 but it was on 2018. I hope that the meeting form has improved.

3

Hi @VRenard ,

There was an idea posted a while back about prepopulating the meeting form. It has the status delivered, so that would mean the way they describe it in the post is the best way to approach this.

4

Thanks for your quick reply @Teun !

However, I need to populate my form with unknows Hubspot values. In other words, there are values saved on my website, but not on the Hubspot CRM/Database.

I think @glencornell’s solution is only for contacts already known to Hubspot, with information already pre-registered.

That’s right ?

I have edited my post title to precise this.

5

Hi @VRenard ,

Yes, that is right :sad_but_relieved_face:

Sadly, as long as URL parameters are not working, I do not have another solution.