Log a Meeting auto import

Hi,

im using Zaper to create/update new contacts into hubspot.

our team now wants to track returning contacts.

they have started using the “log a meeting” acitvity in order to track returning contacts.

Do you know if there is a way for this to be done automatically? i cant see the option to do this in my Zap so im wondering if there is a way to do it or does the “log meeting” function have to be done manually within Hubspot?

the fields in the log a meeting tab, “Type”, “outcome” and “describe the meeting” can always be the same. it would just be the “attendee”, “date” and “time” that would be unique and this would be pulled from the csv file.

thank you

Hi @CKnowles7,

Thank you for reaching out to the Community!

I believe it’s currently not possible to automate meetings logging in HubSpot, as this action is not available in our automation tool Workflows. I’ve found this feature request in our Ideas forum where other users are requesting this function; it’d be great if you could support the idea with an upvote or a comment.

I also wanted to tag in a couple of automation experts to see if they can think of a workaround:

Hi @ChrisoKlepke, @HFisher7, @ChristinaKay, do you have any tips for @CKnowles7? Thank you!

Cheers
Mia, Community Team

Thanks @MiaSrebrnjak .
@CKnowles7 - You will be able to use Zapier to create an engagement and select Engagement Type as Meeting to acheive this :slightly_smiling_face:

exactly what i was looking for! thanks @HFisher7 appreciate your support :blush: