Meetings Link Form Popup

[tonyinn]

Is there an option to have a meeting link/calendar slide-in similar to a lead capture form? The lead capture form CTA is set up to take the viewer to a form but would rather have that second step be the calendar. 

Has anyone accomplished this? 

[jennysowyrda]

Hi @tonyinn,

Depending on your subscription, the meetings tool does include embed code, which you can use to add the calendar on a website page.

Adding the embed code to a slide out would be an additional layer. @dennisedson, @Anton, @Stephanie-OG do you have any thoughts on whether this would be possible?

Thank you,
Jenny

[Anton · Accepted solution]

Hi @tonyinn,

so you've got a "pop-up"-form set up which should capture the visitor and then take him to a meeting link, correct?

As far as I know there is no possibility to create "multi-step"-forms in HubSpot. 

But this doesn't mean, that you can't achieve this. 

For "default" forms(not pop-ups) you could:

1. create a website/landingpage
2. embed the meeting on the page
3. set this page as "thank-you"-page redirect in the form settings

So the workflow is:

1. the user will fill out the first form
2. the user get's an email with a message(up to you) and a custom button("book meeting")
3. the user clicks on the button 
4. a new page with the embeded meeting link opens 
5. optional: the fields are already prefilled with the users information(more on that below)
6. the user opt-in in the meeting link
7. ...

For "pop-up" forms you could:

1. Set up your pop-up form
2. go to the thank you options in the form
3. add a button
4. connect the button to a meeting (see screenshot below)

If you want to prefill the user information on the meeting submission you can also achieve this by setting up a custom button in the email which the user will get after the first submission. 
You can read more about "passing data from one form to another" here.

regards,

Anton

[dennisedson]

although  @Anton's worflow would work.  seems like a lot of steps to get to a meeting.

I am interested in this.  can you pass data to the fields in a meeting form?  probably not...

[tonyinn]

@Anton Yup, this is the workaround I identified as well but it seems to add more friction to the booking process. My hope to possibly increase conversions is to have the calendar directly embedded versus directing to a new page. 

[Bharath]

Instead of the form as a pop-up, can we pop a calendar (HubSpot meeting calendar) when there is a CTA click? That way, the visitor picks the slot, fills the mandatory fields and confirms the slot.