Book a Meeting - Set the contact owner as the meeting host

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

Hi,

Our SDRs creating a meeting for other users in the system, when they create a meeting, they change the Host of the meeting to other users.

We want that for every meeting create under a contact, the Meeting Host of the new meeting will be the contact owner and the related (Primary) company owner.

Is this possible to achieve?

Example:

When I create a new meeting under a contact, I want that Omer (the Host) will be set as the contact & company owner:

OTest_0-1703770203411.png
OTest_0-1703770203411.png895×460 59.2 KB

Thanks for any help! :grinning_face:

2

Hi @OTest,

There aren’t any settings or ways to set up automation to accomplish this as of now, unfortunately.

Best regards!

3

@karstenkoehler Thanks, Karsten. :crown:

Best regards.