Meeting Booking Form Prepopulates with Known Values

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. 

HubSpot updates
75 Replies
PavelGertsberg
New Contributor

I wish I could upvote more than once! 

fabien_r
New Contributor

Needed !

HeatherLambie
New Contributor
MichaelThelle
Visitor

This functionality is severely lacking and something that should be a standard setting. Any status on this idea?

I was also hoping for a workaround like @SamuelSt suggests, but have not been able to find a solution the prepopulates fields based on the user accessing the meeting link.

mollyurigatti
Occasional Contributor

Yes!! I agree

guidoperaltas
New Contributor

I also need to use it to schedule a meeting after someone submits a form.

jsearles
Regular Contributor

In addition to what the other commenters have mentioned, the lack of smart fields often results in duplicate contacts when someone enters an email other than what we have on file for them.

tomwright1982
Occasional Contributor

It's very frustrating that this doesn't work. I tried the solution suggested by @avanan (copied below) but I couldn't get this working, the form fields would only prepopulate with the tokens (ie it literally said {{ contact.email }} in the form rather than the contact values. I tried this on a Hubspot hosted page and on our wordpress site (with Hubspot JS installed) with same result.

 

Has anyone managed to get the workaround to work?

 

Thanks

 

@avanan 's post for reference:

 

"When embedding the meeting calender into a webpage, you can include the {{contact.firstName}} {{contact.lastName}} and {{contact.email}} into the embed code. Here is an example. Take the embed code that you get from the Hubspot meeting tool:

This only works if someone registered to your site a long time ago. If you have them fill out a contact form and then go to the calendar embed page, it DOES NOT WORK. 

 

<!-- Start of Meetings Embed Script -->
<div class="meetings-iframe-container" data-src="https://app.hubspot.com/meetings/your/calendarurl?embed=true&firstName={{contact.firstname}}&lastName={{contact.lastname}}&email={{contact.email}}"></div>
<script type="text/javascript" src="https://static.hsappstatic.net/MeetingsEmbed/ex/MeetingsEmbedCode.js"></script>
<!-- End of Meetings Embed Script -->

 

Here are some other things we found:

1. You can embed most any form-enabled Hubspot property this way. Unfortunately, you cannot embed a Salesforce Campaign ID. That would be incredible. This does not work unless Hubspot has had a some time to update. So this only works for a known contact that has been known for a long time.

2. You can embed the answer to any of the 'question' fields that you made in the original meeting request.  

3. You can embed ANYTHING. If you add &Meeting%20Topic=Surprise%20Party%20for%20Tom it won't show up in Hubspot anywhere, but it will get added to the calendar event as "Meeting Topic: Surprise Party for Tom". This allows you to put any text into the calendar invite. "

taufiq
New Contributor

This is SUCH an important feature to be added. Whenever a meeting link is sent to a prospect from the Hubspot CRM, the forms should prepopulate when the prospect opens the meeting link. You guys simply need to check the email’s tracker ID to see who opened the meeting link then JOIN with the the sender’s CRM database list and find the appropriate prospect and fill up all the fields automatically.

 

Come on @dharmesh. This is such a critical yet simple feature that would help someone trying to fill up meeting forms by a tenfold. How is this not implemented yet? I just think that marketers should make it as easy as possible for a prospect to set up a meeting with as little friction as possible.

jaysonb
Occasional Contributor