Book a Meeting for different user Automation (Handoff)

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi,

We have the sales professional seat assigned to users so they can book a meeting with a Contact and change the Host to the Sales Manager that will meet with the Contact.

We want to set that if the meeting creator is changing the Host for the Sales Manaager, the one who created the meeting will be added automatically in the ‘Attendees’ list. In the screenshot below, we can see that the ‘Sales Manager’ was added as a Host, the contact is attendee and the meeting creator (me) is not added, I need to do this manually and we want to automate it.

OBetzalel_0-1701961442298.png
OBetzalel_0-1701961442298.png1586×831 174 KB

How can we solve this?

Thanks for any help! :grinning_face:

2

Hi @OBetzalel,

As far as I know, there currently is no way to automate this in HubSpot. I’m also not aware of any third-party automation that could solve this, unfortunately. For now, this is a manual process.

I’d recommend submitting a request to the HubSpot Ideas section of the community if you feel strongly about there being a feature for this.

Best regards!