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-W-
Contributor

Dynamic Meeting Schedule Page depending on Contact Owner on Website

SOLVE

Hi everyone, a tricky question!

I have tried to plan the process/logic to create a meeting router on our website but I am stuck at one specific point.

The logic is that there is a Hubspot form embedded on the website where a lead can fill in contact information. Based on what they fill in, the form will redirect them to different scheduled pages with different meeting rotations (which is also supported using conditional logic).

However, the superseding condition for all other conditions (first rule) is that if the contact already exists in Hubspot, the scheduled page should then reflect that of the contact's owner!

I reached out to support and there is no way to populate hidden fields (such as contact owner) based on the persons inputted email adress.

How would you go about to solve this issue? I.e. For a visitor to input their mail on an embed form and then get redirected to their contact owners scheduled page?

Thank you very much for any suggestions!

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-W-
Solution
Contributor

Dynamic Meeting Schedule Page depending on Contact Owner on Website

SOLVE

Okay so I found the solution to my business problem but it isn't the solution to the question...

Basically, you can create the form and then redirect them to a scheduling page, and in the scheduling page settings you can make them re-enter email (a second time) and it will prioritize the meeting rotation to the contact owner...

A bit suboptimal with double input of mail if you want more conditions/forks, but it fulfills the main criteria!


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-W-
Solution
Contributor

Dynamic Meeting Schedule Page depending on Contact Owner on Website

SOLVE

Okay so I found the solution to my business problem but it isn't the solution to the question...

Basically, you can create the form and then redirect them to a scheduling page, and in the scheduling page settings you can make them re-enter email (a second time) and it will prioritize the meeting rotation to the contact owner...

A bit suboptimal with double input of mail if you want more conditions/forks, but it fulfills the main criteria!


TomM2
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Dynamic Meeting Schedule Page depending on Contact Owner on Website

SOLVE

Hey @-W- there's no way out of the box to do this really. The only way really would be through some custom development. 

The only real workaround I could think of would be if you add a query string to the url and link people to that, you could add in a personalization token for the contact owner and populate this hidden field. 

It probably wouldn't really be much of an option though as you would need the visitor to click that specific link with your personalization token in it, and it would need to know the cookie on the browser the visitor is visiting on. 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

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-W-
Contributor

Dynamic Meeting Schedule Page depending on Contact Owner on Website

SOLVE

I was also thinking about using query strings but it cannot populate the query string depending on what they fill in the form for the redirect page. So it doesn't fit the use case of a dynamic meeting booker on our website! Because if they somehow could get redirected to the correct url with query string, then I wouldn't have this problem to begin with! The crux lies in identifying link that is personalized for their specific contact before any type of link or page is clicked/redirected to!

The only way that I think might work, is if you could maybe set up a workflow with the first form being just email, into a workflow that enrolls the contact to another prepopulated form (does that work?). And then make sure that the first form redirects to the other form link. I don't know since this rest on the assumption that the workflow finishes before they are redirected... 

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TomM2
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Dynamic Meeting Schedule Page depending on Contact Owner on Website

SOLVE

Hey @-W- that *could* potentially work, but in reality would still take some customisation. If you're redirecting to a page with a form, you would need to add in a custom delay inbetween that as the form will redirect to the page before all the information has the chance to populate and it will ultimately show nothing. 

Pre-population also works off a browser cookie, so it would have to be the same browser at all times. 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a consultation

Did my post help answer your query? Help the community (and me) by marking it as a solution.