Thanks for the mention, @TitiCuisset!
And great question, @Christian_V!
I have a couple thoughts on how you could address this.
Option 1: Use custom Calendly questinos/properties
When you’re bringing Calendly data into HubSptot, you have the option to bring over custom questions/answers through a workflow (more on that in this Calendly support article). You could feed this data directly into a custom “Metting Type” property that looks something like:
What type of meeting are you booking?
You could then get that data into a HubSpot property and use it in your reporting.
Option 2: Leverage the Calendly event name
One of the datapoints that carries over from Calendly into HubSpot is the event name. This will come over as text, but you can trigger workflows/create lists based on the name. For example, if all of your renewal call events contain “Renewal” in the name, that should be an easy way to categorize them in HubSpot. This could require having your team use a separate Calendly link for each meeting type, but it would allow you to categorize everything nicely.
If you’re booking different types of meetings, you’ll probably have different questions for the user (like renewal vs new prospect). It’s probably not a bad thing to have separate meeting links based on the use case to create the most contextual experience for the contact.
Option 3: Use HubSpot Meetings
You may have a good reason for not using HubSpot Meetings, but it almost always ends up being a favorable alternative to Calendly. If you have Sales Professional or above, you can set the meeting type as it’s scheduled (or set the default value for meetings directly booked by users) — more on that in this Knowledge Base article from HubSpot. Since HubSpot Meetings are native to HubSpot, reporting is much smoother and you don’t have to deal with workflow workarounds for copying over data and such. Just wanted to throw this out as an option!
Hope this helps!!
) but it gives me the report I’d like to see.