Lists, Lead Scoring & Workflows

StephenW
Participant

Generating leads using a date picker for regular events

Résolue

We have regular tours of our facility - the same day and time each week.  They are great offline lead generators.

I want to turn these tours into an online lead generator.

I envisage a Hubspot form, where the potential lead can use a date picker to choose the date, then the time for the tour of their choice.

  • Multiple people can choose the same date & time
  • The submitted data can then populate a Google tour calendar
  • A new HubSpot record is created and workflow begins

From what I can see, the 'Meetings' tool in Hubspot Sales isn't designed to do this.

I have thought about Eventbrite, but that is a clunky way of doing it.

 

Does anyone have a genius idea for a solution?

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1 Solution acceptée
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Generating leads using a date picker for regular events

Résolue

Hi @StephenW

 

This will need some work to figure out the kinks but I think your best bet is to try using Zapier. 

 

A zap can fire whenever a specific form is filled and create a Google calendar event.

 

How you map HubSpot properties to the Calendar entry properties needs testing.

 

I'm guessing Google needs a HubSpot date-format property to use as the appointment date. But HubSpot's date property isn't configurable to only offer specific dates. I was hoping you could use a drop-down property but I don't think this will meet the requirements for Google.

 

Running a HubSpot workflow of the same form submission is straight-forward. 

 

Hope this helps. Good luck!

Phil Vallender | HubSpot Website Agency

Voir la solution dans l'envoi d'origine

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2 Réponses
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Generating leads using a date picker for regular events

Résolue

Hi @StephenW

 

This will need some work to figure out the kinks but I think your best bet is to try using Zapier. 

 

A zap can fire whenever a specific form is filled and create a Google calendar event.

 

How you map HubSpot properties to the Calendar entry properties needs testing.

 

I'm guessing Google needs a HubSpot date-format property to use as the appointment date. But HubSpot's date property isn't configurable to only offer specific dates. I was hoping you could use a drop-down property but I don't think this will meet the requirements for Google.

 

Running a HubSpot workflow of the same form submission is straight-forward. 

 

Hope this helps. Good luck!

Phil Vallender | HubSpot Website Agency
0 Votes
StephenW
Participant

Generating leads using a date picker for regular events

Résolue

Thanks for the response @Phil_Vallender.

We’re working through some ideas and hopefully will come up with something that’s not too clunky

 

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