That’s good to hear, roisinkirby. Is it possible to sign up for the Beta? We’re currently working to transfer our data from our old CRM over to Hubspot, and having that particular feature activated would save us a lot of headache in developing workarounds in the task tab to avoid data loss.
Thanks for the update, @roisinkirby. That’s great news!
I 100% agree. I have a lot of prosects and clients that I text with. Right now I copy/paste the messages and then log them as emails, which is obviously not accurate. Being able to add custom activity types would be great, but at the very least you should add texting/messaging as well as mailing so we can also log when we mail something out.
Yes, Please revisit this!
We love the new call and meeting type, but I feel that they didn’t fully understand what the community was looking for.
Currently, for activities, we can only choose from Log Call, Log Email, Log Meeting.
On Log Call we can select predefined Outcomes, and then we can select custom call types.
On Log Meeting we can select custom meeting types, but they are the same custom fields as the Log Call
On Log Email, there are no custom fields.
What we really wanted more than these features were Custom Activity Types.
Examples:
Log Call, Log Meeting, Log Email, Log Social Network, Log Snail Mail, Log Stop In, Log [Inset Custome Field] Etc.
Then on each of the new custom activity types, we could possibly have custom types or outcomes.
Examples: Log Social Network + Linkedin + Connection
Log Social Network + Linkedin + Message
Log Social Network + Facebook + Friend Request
Log Social Network + Facebook + Private Message
Log Social Network + Facebook + New Post
Log Snail Mail + Introductory Letter
Log Snail Mail + Follow Up Letter
Log Stop In + Dropped Off Marketing Docs
Log Stop In + Meet & Greet
Log Biding Site + Thumbtack + Bid Submitted
Log Biding Site + Thumbtack + Message
Log Biding Site + Thumbtack + Meeting Booked
Log Biding Site + iSqFt + Bid Submitted
Log Biding Site + iSqFt + Message
I hope this helps see the direction I believe people were looking for.
Don’t get me wrong the custom call types and meeting types were a great feature but I believe people wanted to track other types of activities more than just customise the 3 types already given.
About the call types, yes you can customize them AND also add more call types if you want… HOWEVER, this is not what we were lookng for
We want to be able to customize CALL OUTCOME… That’s were the juice is my friends at Hubspot
Right now the options are
No answer
busy
wrong number
Left live message
Left voice mail
Connected
WE WANT TO BE ABLE TO CUSTOMIZE THE LIST ABOVE. AT MINIMUM rename them… that should be easy enough
Lets get this done boys and girls
Exactly, See my post above yours!
Yes, custom outcomes would be great but we really want custom activity types!
Yes, this is necessary. In my team, we want the “text message” and “linkedin message” options. Customizable activities / activity types would be great!!
I would take it a step further and allow the Activity Types and Outcomes to be customizable.
I’d like to be able to set a default task type. Currently, it’s always set to ‘To-do’.
Specifically:
1. On a contact page (let’s say John Smith), I navigate over to the “Create task” tab
2. I see a dropdown for task type that has the values: Call, Email, To-do.
3. I observe that To-do is selected by default
I want to be able to set the default task type to Email, so that I would see this instead:
1. On a contact page (let’s say John Smith), I navigate over to the “Create task” tab
2. I see a dropdown for task type that has the values: Call, Email, To-do.
3. I observe that Email is selected by default
---
Additionally, I’d like the same setting to apply to the general Tasks tab when creating a follow-up.
Specifically:
1. I click on the Tasks tab from the top hubspot menu
2. I see a list of all of my tasks
3. The first task on the list is of type Email (I see a purple email icon next to the name)
4. I click on the checkmark next to the first task
5. A popup appears that suggests I create a follow-up task
6. I click on “Add task”
7. The new task that get created is set to the Type “To-do”
I’d like to be able to set the default task type so that:
1. I click on the Tasks tab from the top hubspot menu
2. I see a list of all of my tasks
3. The first task on the list is of type Email (I see a purple email icon next to the name)
4. I click on the checkmark next to the first task
5. A popup appears that suggests I create a follow-up task
6. I click on “Add task”
7. The new task that get created is set to the Type “Email”
(an alternative to Step 7 is that the new task is set to the the type of the task I just completed).
Hello, I’d very much like to second this request for this pretty basic feature. As I’ve learned, Call and Email tasks qualify as “engagements”, while ToDos do not - it would be great to be able to have tasks default to a type that was an engagement and thus will trigger the “next activity” field. In our use case, being able to screen for companies that don’t have tasks set is pretty important.
Also, it seems that the time field is also required to get the “engagement” field to trigger properly - it would be nice to be able to set a company wide default time to be preselected (or allow a date w/o time of day to update the “next activity” properly).
Really, I’d be happy if all tasks counted as engagements (or the next activity field could be set to update on non-engagement tasks), but if we could set task defaults such that they defaulted to settings that would fully qualify as “engagements” that would be an effective solution!
Such a simple little thing but will save so much time
Hi @roisinkirby
How do we participate in beta products/beta reviews?? Would love this feature now 
Thanks,
Kane
You can apply here. https://ux.hubspot.com/beta
Looks like they closed applications for new users as of Oct 2017.
We do this in SFDC and would like to do the same.
Allows us to customize to our marketing and sales process. Which includes text, direct mail, trade show meetings, on-site meetings, etc.
Says “in beta”. As of when? When does it roll out?
Hi all, pretty sure this is the relevant product release announcement. Seems like a sales-pro only feature: https://www.hubspot.com/product-updates/custom-meeting-call-types-in-sales-professional
That’s sort of what people are looking for. About halfway, I guess.
I’m looking for a way to log things like texts, snail mail items, etc. This feature will let me categorize calling activity and also add meeting types but it still doesn’t allow different activity types. It doesn’t quite make sense for me to log something as a call and then to change the Type to “Text Message” or to log mailing something to a prospect as a “Meeting.”
Same - I’m right there with you Rentpingmike. I feel like this update is ALMOST what we wanted, but not quite. They brought us Pepsi when we ordered Coke.
More like we ordered Coke and they brought us a water balloon. It’s cool to have and kind of similar, but it does something completely different.
Yes please. This will greatly expand the useful ness of hubspot. We are a team of headhunters using hubspot and this will allow us to track our sales activities (sending CVs, arranging candidate interviews for clients) much more effectively because our sales activites are not just limited to calls and emails. This is such a critical function that right we are actively looking for alternatives to move to. Sales force seems to have this customizability