How to add referral tracking to a HubSpot meeting form

To make HubSpot meeting forms work with referral tracking, you will need to perform the following steps:

1. Make sure that your HubSpot meeting form is embedded on your website (e.g, https://yoursite.com/request-demo). Referral tracking is not possible if you use your HubSpot meeting form's standalone URL, which is located on a different domain (e.g, https://meetings.hubspot.com/bob).

2. Expose a new field where the referred friend can enter their referrer's email address or referrer ID. You can label this field something like "Who was your referrer (email or unique ID)?" -- see the image below:

3. Use the GrowSurf REST API (via Zapier) to add referred participants. To accomplish this, follow these steps:

  1. Connect to Zapier
  2. Follow the instructions on this Zapier tutorial, but note the following:
    1. For step 2, type HubSpot and select HubSpot from the dropdown menu, and for Trigger Event, select New Form Submission
    2. For step 3, for the URL field please go to https://docs.growsurf.com/integrate/rest-api/api-reference#add-participant and copy/paste the “Add Participant” URL into the URL field. Remember to replace ":id" with your campaign ID (the colon should not be a part of your campaign ID)
    3. Complete the rest of the tutorial steps
  3. Open the GrowSurf campaign editor, and select "Programmatically using the GrowSurf API" as your referral tracking method.
  4. Now, anytime someone schedules a meeting using your HubSpot calendar, they will be added as a new GrowSurf participant

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