Hi, we have some dinners we organised every two months with our customers. As part of the invitation process, we were just emailing the attendees and we never tracked the attendance in Hubspot. Is it possible to create the past events with the attendees for past dates? If I was asked, send me the list of all the attendees for the 2023 dinners, i could draft a report in Hubspot to do it. For the moment it’s all in a calendar invite in Gmail…
Hi @NatFrilay,
How exactly are you currently working with events in HubSpot, how are you documenting registrants or attendees?
If you’re not documenting it in a standardized way, then I’d recommend the following for a simple and quick solution: create a custom multiple checkboxes property called ‘Events (attended)’ and add dropdown options for each event name, e.g. event A, event B, event C.
You can then update contacts, individually or in bulk, and append the event they attended. Bulk edit records
If you have the contacts in a calendar invite only, copy the guest emails…
… then import these emails as contacts in HubSpot: Import records for multiple objects
There isn’t any way for HubSpot to import contacts from a Google calendar event directly, specifically if they don’t exist in HubSpot yet.
Best regards!
Hi for these dinners, we never registered them in hubspot before. for this solution: If you’re not documenting it in a standardized way, then I’d recommend the following for a simple and quick solution: create a custom multiple checkboxes property called ‘Events (attended)’ and add dropdown options for each event name, e.g. event A, event B, event C. Where woud you start creating this report in hubspot
@NatFrilay you would first create a custom multiple checkboxes property for contacts here: Create and edit properties
Once created, you can create a simple list to show all of the contacts for whom this property has the value ‘Event A’ (for example). In this list, you could customize your columns to display whatever is important to you.
If your reporting needs go beyond a list, let me know what exactly you’d like to visualize.