We log all of our virtual and in-person meetings as ‘Meetings’ on HubSpot. I have received several requests from my leadership to design reports or grab an export of specific meetings. Unfortunately, Meetings are still an activity type that can not be used as an object in lists, workflows, and custom property creation. I can’t even view a list of all meetings like I can view a list of all contacts, companies, calls etc.
I have had to build a dashboard report to replicate a list view. However, an additional issue with HubSpot’s Meeting activity type is that the Meeting record ID is poorly logged. In my dashboard report of meetings, the property “Record ID - Meetings” says ‘Unknown Meeting’ for every single meeting. Therefore, I can’t search for the meetings on HubSpot.
At first, I thought these were consistently showing because they were booked through the meeting link, however, I am also seeing this for things not booked through the meeting link such as the screenshot of my dentist appointment below.
I don’t think there’s a perfect solution for your needs immediately, so for now a report (as you’re doing already) will probably be the best workaround.
Theoretically, you could use a custom object for every meeting, which would definitely allow you to report and view as other objects, but it might be more of a stretch than needed, especially if you’re not already on an Enterprise version of HubSpot.
Hi @HMcDowell and thank you for reaching out to the HubSpot Community!
I’m sorry to hear about your experience regarding this.
I would like to apologize for the frustration, data issues, and business impact this has caused.
Thank you so much @Josh for the help provided, and yes, I can confirm that using reports for this is the best way to see all meetings at the moment.
Here is also the solution from @karstenkoehler on this post “A view of all meetings” about this.
And you might be interested in this article “Analyze meetings” on the topic.
Regarding the “Unknow meeting” this usually happens if the source data is not the right one or if you have too many data sources maybe.
The best next step for you, to get you sorted, would be connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, including hopping on a screenshare if necessary.
Thanks and have a lovely weekend!
Bérangère
