Currently, if a meeting is booked through the meeting tool in HS, it will be associated with a contact and placed in the Sales Reps Outlook (or Gmail) Calendar. However, if the meeting is cancelled and the Sales Rep removes the meeting from their Outlook Calendar, the meeting record is removed from HS, so that there is no record of the meeting being cancelled.
The work around for this is for the Sales Rep to go into HS and manually log another meeting, changing the outcome to say it was cancelled.
This creates more admin work for the team, changes our data (no longer have info on create date) and requires the team to double handle which will cause errors and information to be missed.
Ideally, the record should stay in HS regardless of if the meeting has been cancelled in the Sales Reps Outlook calendar. If the meeting is cancelled in the calendar, an added benefit would be for the meeting outcome to automatically change to cancelled as an outcome in HS.
This would be very helpful to fix! I’m a manager of a team of BDRs and tracking the status on the meetings they schedule is crucial. So if a meeting activity record gets deleted, then it prevents me from reporting properly.
When Canceling a meeting in Outlook - the already logged meeting should not be deleted as a whole. The outcome should be changed to Canceled, or left alone for rep to manually choose outcome.
It is frustrating to not be able to cancel a meeting in Outlook without creating extra admin.
I got recommended a workaround from the support: add a note. This is not satisfactory since it does not work well with KPI-reports etc.
This is a standard sales requirement to report on cancelled meetings when meetings are booked through a 3rd party. Adding a note is not a workaround as meeting reports use the Meeting - Call and Meeting Type and Outcome properties.
This is causing so many issues for us. Meetings are such a key thing to report on. This limitations means we have no trust in HubSpot for reporting which really makes it harder to encourage CRM adoption
We have this issue as well. We also have the opposite issue where internal/personal meetings have been logged in HubSpot via the Outlook integration which we need to delete from HubSpot but we can’t without deleting them from Outlook as well. We need the option to remove from HubSpot any irrelevant activities without having to disconnect the integration.
Definitely would love to see this, meeting attendance is being heavily monitored in our organization and not being able to get a log of cancelled meetings from the bookings feature is a heavy miss.
This is an open issue for years. That is such a basic requirement - to be able to even notice, on a company, or managerial level, that it was cancelled - not only by the rep, but by the customer as well. In the past I solved it by switching to callendly and set a zapier to update a relevant property I set on hubspot. Does anyone have a workaround with the hubspot tool or do I need to switch to calendly again. If so - is there any other outcome I’m not taking into account here?
this is a basic requirement to report on number of meetings booked and cancelled - and later rescheduled. Part of a standard process with clients. Meetings should therefore not disappear but change outcome to cancelled.
Currently, if a meeting is cancelled or rescheduled, the time slot does not become available.
In other words, you cannot book a meeting in a time slot that was previously allocated.
Also, when a meeting is cancelled from within HubSpot, it does not reflect in Outlook/Gmail & still appears as an upcoming meeting in HS. Therefore the customer will think that the meeting is still ‘active’…
Would be great if an update could be made to fix these issues, thank you.