Meetings held that come from meeting scheduler link

Smart CRM & Sales Hub Dashboards & Reporting
1

Hello,

I want to create a report counting the number of meetings held that where created through a meeting scheduler link. I am using the “Meeting source” property, but I was hoping someone could advice on which values are the proper ones for meetings that originate from the schedulers.

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Ive only added these ones, the other option dont make too much sense to me, but Id appreciate any clarifications!

2

Hi @galvanA81,

Those selections are correct!

There aren’t any official documentations on this but I would expect:

  • CRM UI - meeting created from a record in HubSpot
  • Integration - meeting created through a tool like Calendly
  • Meeting created from a proposed time - user created proposed time link, contact booked through this link
  • Meeting created on calendar from CRM - this one’s a bit ambiguous and seems like a duplicate of CRM UI to me, there’s probably a slight technical nuance, definitely not a meeting link
  • Meeting synced from calendar to CRM - meeting originates from Google Calendar or Outlook
  • Meetings (Embedded) - meeting link that’s embedded through the HTML code on a web page
  • Meetings (Public) - meeting link that is shared directly, without embedding, like the one in my signature
  • Manual logging from calendar - retroactively logging a meeting on a record
  • Adhoc Notetaker - created from HubSpot’s notetaking tool

Best regards