[Now Live] Meetings Integrates Better with the HubSpot Platform

No, this isn’t a HubSpot Connect announcement, but it might as well be - our own Meetings app is integrating more deeply with the HubSpot platform to create a more cohesive user experience for you and your team.
Frequent feedback from our users, particularly those of you on our Growth Stack, suggested that many of the differences between the way Meetings works and the rest of HubSpot platform works felt arbitrary to you. You’d ask us questions like:

  • “Why isn’t Meetings like any other page on my website?”
  • “Can I get analytics on how my Meetings pages are performing?”
  • “Can Meetings booking be treated like a form?”

You wanted a solution in Meetings that spans the entire front office, and with this release, we’re delivering.

1. Control Your Branding by Hosting Meetings Links from Your Own Domain

You’ve spent a lot of time getting the perfect domain name for your brand, wouldn’t you like to use it? Previously, all Meetings links were hosted by HubSpot without the ability to choose to host the Meetings links on your own domain. With today’s update, you can. Simple as that.
This means more opportunities to show your customers who you are, which gives you even more control of your brand in HubSpot.

How does it work?

  • Go to Settings > Sales > Meetings and click on the Custom Domains tab
  • In the dropdown, choose the desired domain and hit save


Who gets it?

Available to users of both Sales Hub (Starter or Professional) and Marketing Hub (Basic, Professional, or Enterprise) who have their DNS set up.

2. Get Valuable Page Analytics on Your Meetings Link

With today’s update, your Meetings link will function the same as any other page on your website. That means you’ll have access to page views, conversion rates, and other analytics available in HubSpot. This will work whether the Meetings link is hosted on your own website or on one of HubSpot’s subdomains.

How does this work?
We’ve added a portal analytics code to Meetings pages, which means they will function like any externally hosted webpage with javascript installed. You can access analytics in a variety of places: traffic reports, page analytics, contact timeline page views, etc.

Who gets it?
This update is available to all HubSpot users.

3. Meetings Submissions Now Act as Forms

That’s right - all of that valuable information you collect from a prospect when they fill out your Meetings link will be put to better use than ever. With this update, you can now:

  • Associate the user’s email address with a cookie when they book a meeting (Note: the cookie will be specific to the domain the page is hosted on)
  • Segment Lists and trigger Workflows based on meetings booked
  • Run reports based off of Conversion information

How does it work?
When a meeting is booked through Meetings, a form submission corresponding with the Meetings link is submitted.

Who gets it?
The ability to cookie users is available to all HubSpot users. Triggering Workflows is available to Sales Professional, Marketing Professional, and Marketing Enterprise customers.

All of the above updates are available in all languages supported by HubSpot.

Can this be used to assign Contact/Deal based on the chosen meeting owner in case I’m using Round robin functionality?

Wow!

@MaorL hi there! I was curious about your question, so I looked deeper into what options you’d have here & this can definitely be accomplished.

You could set up a workflow that when your specific Meeting Link “form” is submitted & the contact owner is unknown, copy the “Activity Assigned to” from the most recent Meeting to the the contract property “Contact Owner”. You can then asked the workflow to create a new record (a Deal record) and assigned the deal to the Contact Owner. :slightly_smiling_face:

Is this feature still supported? I can only seem to create subdomains for Website Pages, Blog, Landing Pages and Email.

Super Admins can mange schedulers for their users, except for the domain that it is hosted on.
If I want to change a scheduler link from meetings.hubspot.com/person to own-page.com/meetings/person I need to ask users to change this setting in their settings - general - calendar - meetings.
Would be helpful to be able to change that too on behalf of users when being a super admin.

Hi. Feature #3 works for form submittions but how could I trigger the workflow on meeting scheduled even when hosts schedules the meeting on his calendar?

I also need to access meeting data within the Workflow but I’m using a delay and loading the meeting data could load a different meeting than the one that triggered the workflow right?

Hey @jr_dev!

In your case, an event based enrollment to a workflow could solve that automation need. When a meeting activity is created on the record, you can enroll to a workflow. The delay would depend on your enrollment criteria.

For a more in depth response, I recommend posting a new thread in this forum to get more eyes on your use case. This is from 2018, so there may be more options available.

Best,

Kennedy