Deal Card Automation

@CONeill7 of course! Very good point on limiting the number of meetings booked per day. As far as I know, that sadly isn’t a HubSpot Meetings feature at the moment. However, you can:

  1. Use buffers to set a minimum window between meetings (so meetings can’t be booked back-to-back)
  2. Use the minimum notice time setting to avoid last-minute meetings (so you get to set the earliest availability for a lead, which can help avoid same-day meeting bookings)
  3. Monitor your calendar and manually block off time when you no longer want any meetings booked. HubSpot will allows contacts to schedule meetings only during times when you’re available, so you’re free to block off time once you notice your calendar filling up
  4. Configure your availability window and get specific about times when you regularly won’t be available (i.e., leads can never book meetings on Wednesdays from 12pm - 3pm so you preserve some time there)
  5. If you’re dealing with a meetings being booked by unqualified prospects, you could add required form fields to better qualify them ahead of the call. If someone seems like they won’t be a fit, you can let them know and cancel the meeting
  6. In that same vein, you could add a custom property to the booking form that asks for the meeting reason. If it’s something you could handle through email, you could do so (that could even be automated through a workflow). This may be a stretch, but I wanted to include it just in case it’s relevant!

That’s not a perfect solution to limiting the total number of meetings booked per day, but that may be close enough to have the benefits of HubSpot Meetings vs Calendly outweigh the drawbacks.

Hope this helps!!