Meeting book when form is submitted

[Bell007]

Hi everyone,

Is there a way request an appointment after a user fill a form on a website?

User fills the form > redirect to hubspot to book appoinment > thank you page.

We want the user to only enter their details once.

We currently use contact 7 form and we want to link this to hubspot meeting but only want the user to enter their details once.

[ACC1]

Hello, chiming here with a simple solution for:

- non Enterprise customers who may want to do this

- or when you require more advanced logic to conditionally show the calendar (ex.: based on sales territory). 

Using Gluetrail, you can create forms that conditionally display HubSpot calendars based on the form submission. (ex.: always show a given calendar after form fill, show a specific calendar depending on prospect's territory, or only show the calendar if the prospect matches specific criteria...).

We're tightly integrated with HubSpot so both contact and meeting are associated upon submission and you can create custom logic to create/update records (like tasks, deals etc.). 

Happy to provide more details if you have any questions!

[AndrewLevver]

I'd love to use this - how can I connect with you to make that happen?

[NaveenSG]

Check Leadmonk.io.  It seamlessly integrates with HubSpot form, Marketo, Pardot, typeform, and custom web forms such as webflow form or wordpress forms.

When a form is submitted on your website, Leadmonk instantly qualifies the lead, routes it to the right sales rep, and displays the booking page so your prospect can book a meeting - all in a matter of seconds.

You can also leverage Clearbit or ZoomInfo to enrich forms & route leads to the right rep based on industry, size, etc with Leadmonk.

[NicoleJ]

Hi @TomM2 and @Bell007!

This is now an available beta to Sales & Service Hub Enterprise customers: https://knowledge.hubspot.com/forms/redirect-a-form-to-a-meeting-scheduling-page

[AndrewLevver]

I think it is insane that this is available to Sales Pro seats, having this locked to Enterprise seats is just so overkill for such a nice easy feature for all sales orgs to use.

[DpkChoudhary]

Hi @NicoleJ and @TomM2 

Is the scheduled meeting associated with the respective contact?

[DFulham]

This is insane that this feature is Enterprise. The value of marketing hub is so greatly diminished by not tracking form submissions when users schedule a meeting on the website using Hubspot Meetings. 

[TomM2 · Accepted solution]

Hey @Bell007 Meeting links generally pre-populate though a browser cookie, browser cookies are domain specific though. So if someone submits a form on "mydomain.com" this won't be the same cookie, or have the same values as the cookie on "meeetings.hubspot.com".

If you have your form and your meeting links hosted on the same domain, then the HubSpot cookie on this domain will pre-populate the meeting link, eventually.

In general it can take a minute for form submissions to populate the contact record and then pull the contact data back to a page for personalization too. So if someone is clicking straight through from a form submission they may hit the form before the contact record is full propagated and has a chance to feed data back to the browser, this will definitely take even longer with a third party integration such as CF7 having to feed data to HS first. 

Meetings do support pre-populating forms via a query string. This would mean if I set my meeteing link to be something like "meetings.mydomain.com/book?email=email@domain.com&name=name&address=address" the email address, name and address would all be pre-populated with the values I've added. 

You could set a meeting link as the redirect url on your CF7 form to get to the meeting link after quite easily, but you would need to pass some values to HubSpot and HubSpot meetings in order for it to know the data. So you would need a custom script to grab data from your form, and pass it to the redirect url prior to redirecting too, which would require some custom development.