This would be a strong move forward and overcome some pretty significant challenges we’re facing with an onboarding programme. We need comms to go to everyone that joins the onboarding call, scheduled by 1 person.
We then need to manually add everyone who joins the session to HubSpot as they are noticed on the invite. Not a very slick process and lots of reminders for our CSM’s to have to check the meetings, and manually add, daily.