HubSpot Ideas

grahamimmerman

Turn Meetings Form into Hubspot Marketing Form

So here’s the deal: I want to simplify our “Book a Demo” process by replacing the classic inbound form on our Book a Demo landing page with a page featuring Hubspot’s Meetings feature (a la www.Tettra.co). Here’s the issue: because the “form” in the Meetings link is not treated as a classic hubspot form (for reasons I don’t fully understand), it makes it very difficult to replicate the process with which we currently treat our inbound leads (team gets email notification of the Book a Demo form being filled out, the Book a Demo form triggers a Zapier notification integrated with Slack, lead who filled out “Book a Demo” form is categorized as an Inbound lead in Hubspot, etc). Also, the fact that this Meetings link is not a form in the normal sense makes it difficult to measure, use in lead scoring, or generate a list of contacts who have filled out that form). I’ve explored leveraging the “Last Meeting Booked” or “Last Meeting Booked Source” as possible solutions but have yet to figure this out entirely. I shall not quit until I’ve figured this out, but let's agree that there's a better way to make this go down.

HubSpotからのアップデート
Re: Turn Meetings Form into Hubspot Marketing Form - changed to: Delivered
March 30, 2018 12:02 PM

Hey all! I'm thrilled to announce this is now live to everyone. Check out this update, especially #3. If there is any functionality you were still hoping to see that this does not cover, please post a new idea specific to that 🙂

Re: Turn Meetings Form into Hubspot Marketing Form - changed to: In Beta
March 06, 2018 03:03 PM

ステータスに更新: In Planning
October 27, 2017 02:05 PM

@grahamimmerman this is in the works!

8件のコメント
ステータスに更新: In Planning
hroberts
HubSpot製品開発チーム

@grahamimmerman this is in the works!

grahamimmerman
メンバー

woot! Any idea when this will roll out? I've already designed our new contact page and everything!

grahamimmerman
メンバー
GabrielaC
メンバー

We would love to know what page a meetings booking came from. I wish we could set a hidden field in the form to show that information.

CannabisBigData
参加者

Same concept, but we would like to do that for embedded forms.

olavers
メンバー

We'd also like to pass data we've collected via hidden fields in a Meetings form.  We're a step closer now that they're HubSpot forms - thank you - but the hidden fields would allow us to replace ScheduleOnce.

ステータスに更新: In Beta
hroberts
HubSpot製品開発チーム
 
ステータスに更新: Delivered
hroberts
HubSpot製品開発チーム

Hey all! I'm thrilled to announce this is now live to everyone. Check out this update, especially #3. If there is any functionality you were still hoping to see that this does not cover, please post a new idea specific to that 🙂