We used to use appointment core with Keap. The meeting name, description, and reminders could be set by default. Unfortunately the integration with hubspot doesn’t work the same way. I’m looking at possibly using it with appointment core, hubspot, and glance or zapier. But not sure if it will work. We were sold on hubspot as no longer needing to ‘Frankenstein’ all these different applications together. But there is no way to match the competitors. Either our salesperson has to re-enter the title, description, and reminders each time they schedule a meeting or they need to have two separate tabs open. One with the calendar link, which offers these templated options, and one with the contact record to copy paste the contact details prior to scheduling.
I found this thread https://community.hubspot.com/t5/HubSpot-Ideas/Call-and-meeting-type-set-via-workflow/idi-p/441280 where someone was looking at workflows as a work around. But that also isn’t available. Does anyone know if it is possible with sequences?