I have a list of past meetings in HubSpot where the meeting outcomes are blank. I tried importing updated data to fill in the outcomes, but HubSpot says existing meeting records can’t be updated. Is there an alternative way to bulk update meeting outcomes?
Hi @gokulraj302,
For now, this requires working with the HubSpot API: Accounts Dashboard | HubSpot
Mid- to long-term, this would be achievable with meeting-based workflows, like I commented on your other thread a moment ago.
They unfortunately don’t exist yet but, fortunately, are in planning: https://community.hubspot.com/t5/HubSpot-Ideas/Workflows-based-on-meetings/idi-p/1117592
These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I’d recommend commenting and upvoting. By doing so, you’ll also get updates from the thread / product team directly.
You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I’d appreciate it, too.
Have a great day!
Totally get wanting to fix those missing outcomes without touching each one. Quick check, are you open to using the API or third-party tools like Zapier?
If yes, I’ve handled this by pulling meeting data with the [Engagements API], matching based on ID or timestamp, then patching in the outcomes. It’s a bit of a lift, but once the script’s running, it can clean up hundreds in one go. I used a simple Python script with API keys and a CSV lookup.
If that’s out of reach, the UI can’t bulk-edit meetings yet, but I’d still upvote this [Idea thread]. HubSpot’s been hinting at workflow support for meetings soon. Happy to share the script if you’re game.