topic Re: automatic opening planning scheme when meeting booked in Sales Integrations

automatic opening planning scheme when meeting booked

EDeMunter — Tue, 14 May 2024 14:11:17 GMT

Hello,

I wonder if it is possible to automatically open the planning pop-up when a meeting date is booked?

Thank you in advance!

Re: automatic opening planning scheme when meeting booked

karstenkoehler — Tue, 14 May 2024 14:16:42 GMT

Just to confirm, when someone books a meeting through a meeting link, you would like to see a pop up for that meeting in your HubSpot browser? If so, that's unfortunately not possible. HubSpot doesn't offer this level of customization.

Best regards!

Re: automatic opening planning scheme when meeting booked

EDeMunter — Tue, 14 May 2024 14:18:47 GMT

i want this to happen for the sales person so when they move the deal form lets say to contact for new meeting to meeting booked. I want to then let the planning form appear for this deal.

Re: automatic opening planning scheme when meeting booked

karstenkoehler — Tue, 14 May 2024 14:20:31 GMT

@EDeMunter this is unfortunately not possible at this stage. You could request it here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand.

Have a great day!

Re: automatic opening planning scheme when meeting booked

EDeMunter — Tue, 14 May 2024 14:22:38 GMT

And would it be possible to be able to create an automatic e-mail once a meeting is booked.

Re: automatic opening planning scheme when meeting booked

karstenkoehler — Tue, 14 May 2024 14:26:23 GMT

@EDeMunter which subscription exactly are you on and who should be receiving the notification?

Re: automatic opening planning scheme when meeting booked

EDeMunter — Tue, 14 May 2024 14:32:49 GMT

i don't know, but it should be the people invited to the meeting.

Re: automatic opening planning scheme when meeting booked

karstenkoehler — Tue, 14 May 2024 14:34:49 GMT

@EDeMunter in that case please check if these steps work for you: https://knowledge.hubspot.com/meetings-tool/customize-your-pre-meeting-reminder-email

That's how you can customize your pre-meeting emails.

Re: automatic opening planning scheme when meeting booked

EDeMunter — Wed, 15 May 2024 07:54:31 GMT

Hello,

I am sorry but i don't know if this is correct for what i need. I need an automatic email to be sent to the people invited to the meeting but the sales representative makes the appointment and not the customer. The salesman makes the appointment in the planning.

Thank you in advance!

Re: automatic opening planning scheme when meeting booked

karstenkoehler — Wed, 15 May 2024 07:55:36 GMT

@EDeMunter what do you want that email to say and when exactly should it be sent?

Re: automatic opening planning scheme when meeting booked

EDeMunter — Wed, 15 May 2024 07:57:26 GMT

I want the email to say that the meeting with (sales representative) is booked at (date and time). The email has to be send as soon as the meeting is booked.

Re: automatic opening planning scheme when meeting booked

karstenkoehler — Wed, 15 May 2024 07:58:40 GMT

@EDeMunter how would that be different from the actual meeting invitation? When your sales person is sending the invitation, why not include this information in the invitation directly?

Re: automatic opening planning scheme when meeting booked

EDeMunter — Wed, 15 May 2024 08:06:11 GMT

Is there an email which is automatically send when making a meeting?

Re: automatic opening planning scheme when meeting booked

karstenkoehler — Wed, 15 May 2024 08:07:21 GMT

@EDeMunter when you schedule a meeting through HubSpot, a meeting invite should be sent to all invited contacts, yes - you can test this by having a coworker schedule a meeting with you.

Re: automatic opening planning scheme when meeting booked

EDeMunter — Wed, 15 May 2024 08:08:45 GMT

And where can i customize this email?

Re: automatic opening planning scheme when meeting booked

karstenkoehler — Wed, 15 May 2024 08:10:49 GMT

@EDeMunter there isn't any way to customize the design of a calendar invitation - it's plain text, the same way any calendar invitation would look that you receive. Whatever text you put into the scheduled meeting invite is what's going to be sent.

Re: automatic opening planning scheme when meeting booked

EDeMunter — Wed, 15 May 2024 08:12:19 GMT

But i can't make this text automatic, as like a template. So i don't have to remake the email every time?

Re: automatic opening planning scheme when meeting booked

karstenkoehler — Wed, 15 May 2024 08:14:02 GMT

@EDeMunter for that purpose you could use a snippet: https://knowledge.hubspot.com/conversations/use-snippets

But no, there isn't any way to standardize the text of a calendar invitation that is sent automatically.

Re: automatic opening planning scheme when meeting booked

EDeMunter — Wed, 15 May 2024 08:46:53 GMT

Is it possible to let the snippet automatically appear in the mail?

Re: automatic opening planning scheme when meeting booked

karstenkoehler — Wed, 15 May 2024 09:11:44 GMT

@EDeMunter unfortunately not, no. You would have to add this manually.