topic Re: Sending Meeting Invite From Help Desk in Tickets & Conversations

Sending Meeting Invite From Help Desk

drafeedie — Wed, 03 Jul 2024 12:33:01 GMT

Hello,

We are on Enterprise Service Hub and work out out Help desk. Our CS reps have to schedule Zoom meetings with customers from time to time and we try to avoid our reps using their personal emails, as customers will inevitably email them directly or reply to the meeting invite which routes to their personal email.

Is it possible to create the meeting within Hubspot but ATTACH the invite + Zoom details to the reply in Help Desk, rather than generating a new emailed meeting invite? This would allow all communication to continue to be consoldiated within the email thread and avoid various email chains about the topic.

We preivously used Zendesk and had this functionality which worked great, so we're trying to replicate it.

Thanks,

Re: Sending Meeting Invite From Help Desk

danmoyle — Wed, 03 Jul 2024 12:57:49 GMT

Hey there @drafeedie. Unfortunately, I don't know of specific information about integrating Zoom meeting scheduling directly within HubSpot's Help Desk functionality in the way you're describing.

But here's what I'd consider if I were in your shoes.

HubSpot Service Hub does offer omni-channel messaging capabilities, allowing you to manage customer interactions across multiple channels in a single inbox. While this doesn't directly address your Zoom meeting scheduling need, it does help consolidate communication.
HubSpot's Service Hub includes features like ticketing and an AI-powered workspace for managing customer interactions. You might be able to use these features to keep all communication related to a specific customer issue or meeting in one place.
HubSpot does have some integration capabilities with third-party tools, though the search results don't specifically mention Zoom integration for meeting scheduling within the Help Desk.

Given that this functionality isn't explicitly mentioned for HubSpot, if I were setting this up, I'd consider the following workarounds:

Create a standardized process where reps schedule Zoom meetings through HubSpot's calendar tool, then manually copy the meeting details into the Help Desk ticket response.
Use HubSpot's knowledge base feature to create an internal guide for reps on how to schedule and communicate Zoom meeting details within the Help Desk system.
Explore HubSpot's marketplace for any third-party integrations that might offer this functionality.
Reach out to HubSpot's support or community forums to see if there are any upcoming features or lesser-known workarounds that could address this need.

While these solutions may not be as seamless as what you had with Zendesk, they could help maintain communication within the Help Desk system and avoid using personal email addresses. It might also be worth providing this feedback directly to HubSpot in the Ideas forum, as they may consider adding this functionality in future updates.

Re: Sending Meeting Invite From Help Desk

DMolloy — Sat, 17 Jan 2026 22:24:19 GMT

I feel your pain- just upgraded to Service Pro and suprised that I can't schedule a meeting (or click a button to send an instant meeting link) from Help Desk.
However- keep in mind that the same record you are working with in Help Deks appears in "Tickets" under CRM top level menu and from "Tickets" you do have the Meetings tab that you can use with whatever online meeting tool you have setup

Re: Sending Meeting Invite From Help Desk

drafeedie — Sun, 18 Jan 2026 12:28:59 GMT

@DMolloy the issue that we run into here is that the invite comes from the users email. Oftentimes customers will reply to the meeting invite to ask a question or make adjustments and then that's in our personal email that we don't see timely

In Zendesk, we could create the meeting and then push it out as an attachment right within the actual ticket. which worked quite well

Re: Sending Meeting Invite From Help Desk

DMolloy — Sun, 18 Jan 2026 21:44:11 GMT

Ah- great point about the personal address- I overlooked that.
and 100% agree there should be a meeting schedule feature in help desk

Re: Sending Meeting Invite From Help Desk

chighsmith — Fri, 23 Jan 2026 20:38:43 GMT

Hi @DMolloy,

Thank you for posting to the Community! As @danmoyle mentioned, I would recommend posting this in our Ideas Forum, as this is a place where users can share suggestions and feedback directly with our product team, and other Community members can vote on ideas they'd like to see implemented.

Cassie, Community Manager

Re: Sending Meeting Invite From Help Desk

DMolloy — Fri, 23 Jan 2026 22:23:43 GMT

Done
https://community.hubspot.com/t5/HubSpot-Ideas/Online-Meeting-Support-in-Helpdesk/idi-p/1244673/highlight/true