Your First Zap: Form to Meeting

This tutorial walks you through building a complete automation: when a prospect fills out a demo request form, SkipUp automatically reaches out to schedule the meeting via email.

What you’ll build

Trigger: A new Typeform submission (works with Google Forms, JotForm, or any form tool) Action: SkipUp creates a meeting request and the AI handles scheduling via email

Prerequisites

• A SkipUp workspace connected to Zapier (setup guide)
• A form tool account (this guide uses Typeform as an example)

Step 1: Create your form

Create a form with at least these fields:

Form field	Purpose
Email address	Participant’s email for scheduling
Full name	Helps the AI personalize outreach
What are you interested in?	Becomes the meeting purpose
Any additional context?	Optional — feeds into AI instructions

Step 2: Set up the trigger

1. In Zapier, click Create a Zap
2. Search for your form tool (e.g., Typeform)
3. Choose New Entry as the trigger event
4. Connect your form account and select the form
5. Click Test trigger to pull in a sample submission

Step 3: Add the SkipUp action

1. Click + to add an action step
2. Search for SkipUp (you must have accepted the connector invite first)
3. Choose Schedule Meeting
4. Select your SkipUp connection

Step 4: Map form fields to SkipUp

This is where you connect your form data to SkipUp’s meeting request:

SkipUp field	Map to	Example
Organizer Email	Your sales rep email (hardcoded or from a lookup)	[email protected]
Participant Emails	Form → Email address field	{{email}}
Meeting Purpose	Form → Interest field	{{interest}}
Meeting Title	Custom text + form data	Demo with {{name}}
AI Instructions	Form → Additional context field	{{context}}

Tip

The AI Instructions field is the secret to great scheduling emails. The more context you pass from the form, the more personalized and effective the AI’s outreach will be. Try including the prospect’s company name, role, and what they’re interested in.

Advanced field mapping

Expand Show optional fields to configure:

Field	Recommendation
Duration	30 for intro calls, 45 for demos
Include Introduction	Check this for cold outreach — the AI writes a warm intro
Scheduling Window Start	Leave blank (defaults to today)
Scheduling Window End	Leave blank (defaults to 2 weeks)

Step 5: Test the action

Click Test step. Zapier sends the mapped data to SkipUp and creates a real meeting request.

You’ll see a response confirming the request was created:

{
  "id": "mr_01HQ...",
  "organizer_email": "[email protected]",
  "participant_emails": ["[email protected]"],
  "status": "active"
}

Check your SkipUp dashboard to see the new request. The AI will begin emailing the participant to find a time.

Step 6: Turn on your Zap

1. Click Publish to activate your Zap
2. Submit a test form entry to verify the end-to-end flow
3. Watch the meeting request appear in SkipUp

Optional: Add a notification step

Want to know when the meeting is booked? Create a second Zap:

1. Trigger: SkipUp → Meeting Scheduled
2. Action: Slack → Send Channel Message (or Email, Teams, etc.)

Now your team gets notified the moment the AI confirms a time.

Tips for great AI context

The AI Instructions field (mapped to SkipUp’s description) dramatically improves scheduling email quality. Here’s a template for form-to-meeting Zaps:

Prospect: {{name}} ({{email}})
Company: {{company}}
Interested in: {{interest}}
Additional notes: {{context}}

Tone: Friendly and professional. Keep the scheduling email concise.

What’s next

• HubSpot + SkipUp — Trigger from CRM deal stages
• Salesforce + SkipUp — Salesforce pipeline integration
• How to Write Great AI Context — Get the most out of SkipUp’s AI