Also interested on the update on this.
We would also need this feature, I think this is a common task in many organisations. Please add this, thank you
I have a temporary solution that might help!
Hey everyone, I am having the same issue that you all are experiencing. However, with a few tricks - I have found a solution (hopefully not long-term) to work around not being able to transfer meetings.
Read below:
1. If the person you plan on transferring the meeting to is not a HB user, create a contact record with their name, business email, phone, etc. IF they are already a Hubspot user move to the next step.
2. Start by creating the meeting (title, date, and time etc.) when you get to the “attendees” section, search for the contact you plan on transferring the meeting too. HubSpot users don’t show up by their name for some odd reason. BUT they show up by email, so type in their business email and add them as an attendee. If the business email is google based, this will automatically create a google calendar invite for both parties.
3. If you plan on using a video call, have your sales rep’s personal meeting link in a document on hand and copy that over into the notes section of the invite. If the meeting is a phone call, use the same process.
That wraps up the HubSpot side of things. The transferring agent doesn’t have to get onto the meeting and you could technically say this is a transfer. But in no way is this a viable solution.
The rest of the steps is what I use to transfer the meeting on Google Calendar:
4. Once the meeting has been created, go to your google calendar and click transfer ownership.
5. Transfer the meeting to the specified representative, remove yourself from the calendar event, and you’re good to go.
Hopefully, HubSpot will figure out how to transfer events soon because this process is extremely inefficient…
Good luck to you all!
Can we get an update on this?
Essentially we need to have a combination of a meeting link (So we can see availabilty) and just simplicity of clicking to book a meeting.
This is absolutely necessary! Most meetings that we do have more than one employee in it, and employees are definitely nothing to mix with leads.
@glencornell 9 months you said you were not planning to deliver that within the coming quarter.
- Now that 9 months has passed, can we please revise this?
- Also, what does mean “Not currently planned”? I can see multiple possible meaning and setting this idea to “Not currently planned” because you don’t think it will be delivered within the quarter sound confusing. Does it mean “No date yet”? Or “Outside product roadmap, unlikely to ever be released”? Or “Not planned for this quarter”? If it’s the last one, it must be revised everyquarter.
This feature is a must for any sales team. Please give it the priority it deserves. Thank you so much.
Huge opportunity for a Business Development or even Receptionist role to have a “booked” and “shown” appointments metric without having to attend or HOST each meeting.
We definitely need this functionality. It does seem a little crazy that one person can’t book a meeting on behalf of someone else when this tool is pitched at selling and therefore sales reps/teams.
Any workarounds people are using? The most common seems to be to use the sales rep’s meeting link (external to HubSpot) and put in the prospect’s details that way. But you can’t add multiple internal contacts…
We’ve been using the reps meeting link with Incognito so that tracking is not present. That is the only way we’ve been able to figure it out for now.
Definitely need this in place. Found out the other week that much of our data for 1st meetings booked and attended are not correct thanks to this.
This is a must for any modern sales organisation. Give this functionality the priority it deserves. And please let me know if this becomes a beta.
We desperatelly need this. Any updates on the pipeline? Hopefully in the upcoming release??
Yes, please. We also need this very badly.
Please add this functionality. I like the feedback from another user from like 2018 that suggested we simply have the meeting scheduling tool, but internally. Being able to schedule meetings for others across a team is an incredibly important and common need for modern sales teams.
Just adding to this, I think it is a super important addition! Just as we can associate meetings to various objects, we should be able to associate it to users so they get credit. We run into this issue a lot as multiple sales reps are on meetings. We had a way of doing this in salesforce and now in hubspot we are a little stuck. Hoping this gets added soon!!
Any updates on this? This issue is going to cause us to reevaluate the software.
How is it possible that this still not a feature?
In may 2017 you guys said ‘‘For transparency I am updating this issue from “In Planning” to “Not Currently Planned” because we wont be able to get to this in the next quarter. Adding users to a meeting invite, or removing yourself, is important to any sales teams structured with a SDR/BDR to Account manager handoff. We are evaluating this closely, I will provide an update here once we are able to review this for planning’’
You were talking about not able the next quarter, we are three years later!!!
Come on guys. You can do better than this.
We are also waiting for this feature, this is essential for every sales company with a front office or something like this.
Just adding to this one, I’ve had several requests from clients for adding this functionality - the ability to schdule a meeting for someone else directly from the contact record would be an excellent addition to HubSpot. Appreciate there are some workarounds but they are messy.
Use case - SDR sets a meeting for one of their AEs
This has been going for 4 years, and its quite simple and crucial feature! Any updates?
Did anyone find a hack to make this work?