Why is the meeting activity missing from the contact record but the transactional email showing
Hi @Huntscape-Ops,
There is an activity dropdown at the top of the middle section of a contact record - you probably do not have meetings selected there: Filter activity index pages and record timelines
If you do and if meetings are selected to be shown, then the meeting was not logged to the contact record. In that case, please provide more context about how the meeting was booked and why you expect it to show up there.
Best regards
@Huntscape-Ops if you’re not seeing a booked meeting, the contact in all likelihood simply abandoned he process after submitting the form. They didn’t book a meeting.
You can see in the first image that the transactional email confirms they did book the meeting
@Huntscape-Ops can you please confirm that you’re not looking a a filtered view? (See my previous reply)
@karstenkoehler wrote:
@Huntscape-Ops can you please confirm that you’re not looking a a filtered view? (See my previous reply)
Here ya go
Hello @Huntscape-Ops,
Thanks for posting in the Community here!
Also big thanks to @karstenkoehler, for your continued contributions!
The only other troubleshooting steps I could think of would be to;
1.) Double-check if the Meeting owner’s calendar is connected. (If its round robin or uses a meeting rotation, check if the assigned user’s calendar is connected) Check by navigating to Settings > General > Calendar
2.) If the User in question has their Calendar connected, then Karsten could indeed be correct that Contact who submitted the form could’ve dropped off after being redirected to the Meeting Link
3.) Check if the meeting activity was deleted by following the steps in this guide here
Based on the context, it sounds like the User could’ve never booked a meeting through the Meeting Link. If you received an email notification on the meeting, but the meeting doesn’t appear in HubSpot, then I may suggest that HubSpot Support could be your best resource here to troubleshoot further. If a meeting never synced to the User’s Calendar or they never received an email notifcation about a booked meeting then its likely the Calendar could be disconnected or they never booked through the meeting link.
I hope this helps and please feel free to update us on this thread if any of the above appears to be the culprit as this could help others in the Community experiencing the same issue!
Thank you!
Sam, Community Manager
@karstenkoehler Do you agree with Sam? Is that my only option at this point? I spoke with support and they said it was a glitch with the calendar and didnt record the meeting activity. Well…that is not good enough becuase it is repeatedly happening and people are being enrolled into sequence by the wrong people.
If I cannot use the meeting activity on the contact, how else would I tell if a meeting has been scheduled in a workflow branch?
@Huntscape-Ops have you confirmed whether all users on that meeting link have connected their calendar? You can check under Settings > Users & Teams, by adding a column to the view for the calendar status.
Confirmed all calendars are connected
@karstenkoehler Any update here? All calendars are connected. Is my best bet to try and work with support? They blew me off last time
@Huntscape-Ops I’ve mentioned everything I can think of - this looks like a bug since you confirmed all potential other reasons I know of. HubSpot support is the best course of action.