Adding Form Entries to Meeting Invites in RevenueHero 

Include information provided by a prospect when they submit a form to book the meeting, in the calendar invite that gets sent out.

Add data from your form to the meeting invites created by RevenueHero by enabling this feature. Provide all the context for the meeting right in the calendar description. Your meeting descriptions double up as a reminder for what the meeting is about, and includes other relevant information provided by the prospect.

A prerequisite for including form entries in the meeting invite is having a form setup. You must have either your own web form (such as HubSpot, Intercom, Pardot, or any other) embedded on your landing page and mapped to a RevenueHero router or a RevenueHero form configured and associated with the router link you share with the prospect.

How to add form entries to meeting invites?

Enabling this feature is an extremely straightforward process.

This is an organization-wide setting. Admins can enable or disable the option to include form entries in the meeting invitations being sent out.

1. Open Meeting Settings

   In your RevenueHero dashboard, go to Settings. Under Organization Settings, click on Meeting Settings and locate Add form entries in the Invites.

   
2. Enable Add form entries in the Invites

   Click Edit, toggle Enable Add Form Entries in Invites, and then hit Save.

   

You are all done! The form entries inputted by prospects will now automatically be included in all the meeting invitations going forward.