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
jaysonb
Occasional Contributor

Hubspot is really expensive and not very customisable.

HubSpot Product Team
HubSpot Product Team

Thank you all for the feedback and suggestions on this idea.

 

We are currently working on improvements that we hope will solve many of the issues surfaced in this thread. 

 

These updates will allow for meetings links hosted or embedded on your website to prefill with known contact data. We expect this to be live in the next couple of weeks. 

 

Some additional context:

This has been a challenging request because by default, meetings forms are not hosted on your website. This makes it difficult for the meetings tool to find and prefill information from your contact database. Last year, we released the ability to host meeting links from your own domain (available to Marketing Hub Professional and Marketing Hub Enterprise customers). However, we hadn’t built a solution to find and prefill meeting booking information for known contacts -- until now. 

 

I understand that this doesn’t solve for everyone. Some of you are not able to host meetings on your website, and not all of your use cases involve a meeting link that is embedded on your site. For that reason, I’m not yet going to change the status of the idea. 

 

My team and I are going to continue to evaluate all other situations in meetings where contact data can be prefilled to reduce friction in the booking process, and will provide updates here as we learn more.

 

If you have any questions, please post her or message me directly!

Exp
Occasional Contributor

OK so Glen here's another question - if I'd be sending meeting links through emails, to contacts from my DB obviously, would the new capabiltiy then be able to automatically fill in the meeting registration form? Or even better - could the meeting registration form be ditched altogether? I don't really need to collect any info from them as I send this to people whose contact details I have.

Thanks!

HubSpot Product Team
HubSpot Product Team

Hey @Exp -

 

Great question. Mostly yes to both of your questions.

For meetings pages that are hosted on your website, or embedded on your website, Meetings would already know any contact information that you have for that specific contact.

 

If you have fields asking for Email, First Name, Last Name on the meeting page, and you already have ALL of that information about the contact booking a meeting, then it would skip the form altogether.

JohnS63
Regular Contributor

Hi @glencornell , thanks for the update - it's great that this is actively being worked on and will definitely help reduce friction.

 

In our use case once people submit a demo request we use the meetings link (embedded on an external thank you page) so they can immediately book a date/time. 

 

My question is if an unknown contact fills in the form will the meetings link be able to prepopulate those values or do the people already have to be in the system?    

 

Thanks!

HubSpot Product Team
HubSpot Product Team

@JohnS63  -

 

Contacts will need to be in your system, and they will need to be a return contact to that form. The first time that a contact fill out a form, we will cookie their browser, and remember their information the next time that the contact goes to your meeting page form.

 

- Glen

HubSpot Product Team
HubSpot Product Team
updated to: Delivered

 

This is now live to all with access to meetings

This update enables meetings forms to pre-populate with known information when a contact returns to a user’s booking page. Alternatively, you have the option to configure your meetings link settings such that known contacts can skip the form entirely.

 

How does it work?

If a contact has filled out a meeting link in the past, HubSpot will recognize that contact by the cookie in their browser, and automatically fill in the contact’s form response. Meetings forms will not auto-populate custom questions, as these are designed to be unique for each booking.

If meetings are hosted on a custom domain (http://bit.ly/2M3s713) or if a meeting is embedded directly on your website (http://bit.ly/2YbsjxJ), HubSpot will be able to pre-populate known values for contacts who have filled out other HubSpot forms (even if they’ve never booked a meeting before). For HubSpot forms information to pre-populate meeting forms, both forms must be on the same domain.

 

 

Additional Feature

You also have the option to configure your meetings link settings such that known contacts can skip the form entirely if all contact information is known. If a meeting form consists completely of known contact properties then a meeting will be booked the moment a contact has selected a time. To enable this setting, go to the “Form Questions” section of your meeting link settings. This setting is adjustable per each individual meeting link. Meeting forms will not skip entirely if they contain a custom question.

 

 

 

Who gets it?

All users with access to Meetings (Free and up)

scottstirling
Occasional Contributor

Hey Glen.  This is excellent!  Thank you!

I do have a question for you though.  I looked in the meeting configuration and there is no where to skip the First Name, Last Name and Email Address that I can find.  The image that you posted above is not showing up. 

Can you please direct me to where I can find this setting?
Thank you!
Scott

 

scottstirling
Occasional Contributor

I've tried a ton of different ways to do this, but the first, last and email form still shows up.

 

scottstirling
Occasional Contributor

am I the only one having this issue?