hey there. would like to enquire if it’s possible to have an options for my sales personnel to push an sms to the prospects after meeting up? a link will be sms to the prospect to acknowledge that the meet up was done. this is to track my sales personnel meet up rate.
Hi @A15joe,
Thanks for reaching out!
That’s a great question! Would you be able to please provide more detail on how you’re scheduling your meetings? Are you using the HubSpot Meetings tool or an integration such as Google Meets or Zoom? Are you currently using HubSpot Workflows?
The more information you can provide on your current process and the tools you currently use to schedule meet-ups, the more the community can assist.
Thank you!
Best,
Kristen