This is much needed. Adding properties is not helpful if we can’t customize the log meeting / calls / email fields. Major drawback is that in campaigns and reports the meeting name or email subject is the name used to display the item and all of them come up blank. Doesn’t look good nor useful. Have to click in and see what that is. Sales BDMs find it very difficult to manouver the report side of things. And its a pain to log, associate it to the campaign and then edit all properties to enter these. So much clicks and time required.
THIS! We added a new field called “Meeting type” but since it can not be added to the meeting log it is not helpful and get overlooked all the time.
Hey @MParham just wondering if we had any development updates on the Meetings object? We are actively looking for a solution to not being able to manage the meeting record in a similar way to traditional objects i.e. conditional logic in properties, mandatory properties and record creation customisation. Right now our only option is to create this as a custom object, which is not great for our data structure (very messy data model to say the least!)
Hopefully the team can pick this up for a H2 release!
Am I crazy, but I think I saw somewhere not long ago there was a beta for this, isnt it? I’ve been searching like crazy but can’t find it ![]()
Hi @RSmith0808
As of right now, custom call and meeting properties don’t show up on the actual logging and scheduling card. You can create custom properties. To fill them in, log the call or meeting first, then open it and go to Actions > View all properties to add the value to your custom property. It’s an extra step that most reps won’t bother with, which kind of defeats the purpose of tracking that data in the first place.
Worth noting, HubSpot does support required fields for call outcomes and meeting outcomes specifically, so that part of your ask (making a field required) already works, just not for custom properties in general.
This is not something you are missing in your settings; it’s just a gap in the product right now.
Hello all!
Melissa, Product Manager for Meetings, back again! I wanted to let this thread know that I am opening a very small private beta that will allow portals to start customizing what meeting properties can be filled in when scheduling a meeting in the CRM. It also gives you the option to make certain properties (even custom meeting properties) required in order to book the meeting.
If anyone would be interested in being an early beta tester, please reach out to me at mparham@hubspot.com
Thanks!
Melissa
Hi Melissa,
nice to e-meet you, we have a small issue within the call record property.
when we migrated from Zoho, we created a custom property called “call result” now according to the hubspot technical team, we currently cant display that property on the log view of the call, and to change that value we have to go to Actions->view all properties->call results and then change the value.
This will cause too many steps for sales to remember, as it is not as accessible as we had on Zoho.
We report these results and need this function to work ASAP. Can you advise?