HubSpot Ideas

nadya_koseva

Reverse book a meeting process

The first step would include capturing the lead's name, email, phone number, and other details, while the second step would be for scheduling a meeting using a calendar. Step 3 - Thank you

 

The reason for this is that even if the lead doesn't complete the booking process, their contact information will be stored in Hubspot, allowing us to nurture them with custom workflows later.

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