topic Re: Meeting filters in Sales Hub Tools

Meeting filters

JTurrell — Thu, 14 Sep 2023 13:57:20 GMT

I'm looking for a way to create a list or view of contacts that had meetings with us in a particular month. Is this possible? I know it's possible to see in every contact record but I'm looking for an overview so we can evaluate conversions against marketing touch points.

Re: Meeting filters

Jigar_Thakker — Thu, 14 Sep 2023 15:19:19 GMT

@JTurrell

Yes, you can filter your Contacts and save them in your view here is a filter :

Let me know if you have any follow-up questions.

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Re: Meeting filters

JTurrell — Fri, 15 Sep 2023 07:20:33 GMT

Thanks, that's great. What about if a meeting didn't get booked through Hubspot but it has been 'logged' on a contact's activity. Is there a way to pull those through?

Re: Meeting filters

Jigar_Thakker — Fri, 15 Sep 2023 10:50:07 GMT

@JTurrell

In that case, try to filter out contacts with these filters :

Re: Meeting filters

JTurrell — Fri, 15 Sep 2023 10:54:45 GMT

What do you suggest we would put as the tool source? I'm referring to people where we have logged a meeting on their activity section.

Re: Meeting filters

Jigar_Thakker — Fri, 15 Sep 2023 11:53:49 GMT

@JTurrell

Please let me know apart from the meetings tool in HubSpot from which source contacts can book a meeting with you then only I will be able to provide the exact solution!

Re: Meeting filters

JTurrell — Fri, 15 Sep 2023 12:21:03 GMT

Occasionally, team members will simply share a Google calendar invite with the person they're meeting so it isn't 'tracked'. However, when this happens, we will log that a meeting has happened with a particular contact (as shown in the image I sent. So, to clarify, I'm looking to filter through any 'logged' meetings as well as meetings booked through the Hubspot system.

Re: Meeting filters

AUlusan — Wed, 03 Apr 2024 09:42:05 GMT

Hello - I am looking for the same solution. Did you find it yet? It does not look like @Jigar_Thakker they even understood your issue...

Re: Meeting filters

Jigar_Thakker — Wed, 03 Apr 2024 11:03:34 GMT

@AUlusan @JTurrell I am not sure you will get the data from this because in my account the meetings were not booked from the external tool but you can try out this filter and create a custom report for this I think it will work in your case:

Re: Meeting filters

isabelvx — Fri, 14 Feb 2025 23:30:00 GMT

This works for reports and lists, but is there a way to see these filters info in a view?