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Meeting Sign Up Form Issue

Mhachmann
Membro

I use the meeting scheduler tool for parents to sign there childrent up for practice sessions.  I have contacts in my CRM for both parents and children.  When they sign up their children on the form the use ther children's name but their email address.  When this happens their name is changed in the CRM to the child's name.  Any suggestions on how to get around this?

 

Form Sign Up Problem Screenshot.png

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Hi @Mhachmann,

 

On that same settings page, scroll to the bottom and turn off this toggle under 'Additional settings'. That should stop the behavior.

 

karstenkoehler_0-1763386083588.png

 

If the parents are typing in their email address and the name of the children, then that's expected behavior. You can't force HubSpot to update a different contact's first and last name.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Hi @Mhachmann,

 

On that same settings page, scroll to the bottom and turn off this toggle under 'Additional settings'. That should stop the behavior.

 

karstenkoehler_0-1763386083588.png

 

If the parents are typing in their email address and the name of the children, then that's expected behavior. You can't force HubSpot to update a different contact's first and last name.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Avaliação positiva