Hubspot… It would be great to add an option to add a playbook like we have the ability to add a knoweledge base artcile to a note or task within the deals, contact and company profiles. If I need to follow up with a sales reps question.. right now I have to copy and past a link for the playbook showing them what to do. It would be nice and easier if the option was below in this area
Status: Idea Submitted
Hey @str8sports, this is a really good recommendation and I can see why this would be really helpful for your business.
Yes @str8sports I’ve upvoted! I want to be able to link a playbook to an existing meeting? For example, a prospect/customer will have booked a meeting via a meeting link which sync in our google calander and with the hubspot contact record. Same with an inbound or outbound call. I like the playbook feature but it’s a mess if not linked to an actual activity.
For the meantime we end up using snippets in meeting notes instead that structure a playbook of sorts
Seems like a great idea!
Update: it’s now possible to attach your playbook to an existing meeting… but whithin the last 6 hours only 
. I think this is way too short as sometimes you can’t save your playbook immediately. Why not extend to the last 7 days?
And your idea is very good @str8sports: opening a playbook from an exisiting meeting is even more intuitive than starting a playbook from scratch and then attaching it to an engagement. It would be great to have both options available.
I agree that it needs to be logged in the notes section or have a separate section for completed playbooks. They playbooks get lost in the activity log.
Yeah - we just started using playbooks and am very confused by this 6 hour limit. Seems a bit odd and our AEs are so stacked with meetings they sometimes try to attach at the end of the day and it’s no longer an optoin.
I found that you can adjust the meeting time to within six hours, associate the playbook, then put the meeting time back, but it’s such an odd hack and just feel like the 6 hour limit is an arbitrary and inconvienient number.