Hello! I’d love to be able to schedule a meeting from within a ticket on the iPhone app. As a service-based business, this is something my team and I do all the time on the HubSpot website. We need to ensure meetings are automatically logged/associated to customer tickets and this can easily be done on the website in just a couple clicks. However, I’m usually away from the office and use my HubSpot app frequently. Instead, I have to do the following:
- Open the HubSpot iOS app
- Find and open the ticket
- Tap About then copy the ticket ID
- Tap Associations, then tap the associated Contact
- Tap More (3 dots) then tap Create Meeting
- Complete that form as I usually would, then tap (+) symbol, tap Tickets, paste the Ticket ID I copied to the clipboard in Step 3 above, tap Done, tap Apply, then tap Save.
That’s a lot of extra steps. I’ve already contact HubSpot support and they’ve confirmed this is not currently possible in their mobile apps. HubSpot - Can you add this process to the HubSpot iOS (and Android) app please?