If HubSpot has already collected information such as First Name, Last Name, and Email in a COS Page form, then this information should be able to prepopulate when booking a Meeting in Sales Pro. For example, if Jane submits a form on a landing page and then follows a link to book a Meeting with a sales rep, the information she submitted on the landing page form should prepopulate in the the Meetings booking form.
Yes. The calendar feature is confusing without this feature. The conversion rate drops at this step. We tried and then stopped using the calendar altogether. This has been an open item for a year now. The ability to set a time with a salesperson has proven to be the SINGLE GREATEST CONVERSION % yet. Unfortunately, Hubspot does not offer a very elegant version of it.
This seems like a very fundamental piece of functionality - while we're capturing information of the potential customer with the goal of making follow-up frictionless we then have to ask them to fill out the already filled out information!
We're using the new Hubspot meetings tool to enable prospects to select a time they want us to demo with us. After they fill out the form and are taken to the calendar page they then need to input their details again (first name, last name, email) since these are 'required' fields for the meeting. This means that they have to input their details twice which causes friction in the user journey.
I spoke to HS support and they say there is no solution to this at present. It would be great to have a solution along the lines of:
- Removing the mandatory 'required' fields under form questions so that they don't need to re-enter them.
AND/OR
- Having the calendar populate the fields the user has just submitted so they don't have to enter them again - all they need to do is select the date / time.
Agreed - we often have a lead fill out a form first, which when they click submit it leads to a meeting booking. It would be great if it was pre-populated for them.
This is something that is needed! Please add this feature!!!
Good Morning all. I've been working with Hubspot for some time now, and it's been a great tool for my sales team!
There is one major issue that I would like to bring up to see if there is a quick fix that is possible.
When I send out a meeting link in an email to a client/potential client it all works as I believe it should, except for one thing. The Contact needs to type their name, email etc into the Meeting page after choosing a time/duration. This is a step that, to me, seems very unprofessional. If I'm sending them the information, I should already have their name and information.
Really hope this will soon be implemented. People these days are lazy and want as few steps as possible to get that which they want. By making them fill out their personal information, AGAIN, just to book a meeting, we deter them from booking a meeting which in turn results in fewer opportunities for us. I see more often than not, how my contacts click on the meeting link and then never book a time. Please think about changing this as it is hurting my appointment turnover rate.
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