Schedule recurring events with Meetings

Adding voice to this.

Would love for this to happen. Recurring meeting are part of my business and would love to be able to schedule these through Hubspot

This is a total strategic win for Hubspot. Here is why. Since the pandemic there has been serious rise in recurring meetings, both with internal staff and external clients of various kinds across all kinds of businesses (education, research, financial, health, etc). I have spoken with Calendly but they are not willing or not visionary enough to see this opportunity and build this feature. Acuity scheduling has it, and they have gotten partnership with Squarespace but the interface **bleep**, badly. So, the market is wideopen blue ocean right now. If Hubspot does this feature, it can take significant portion of the sales and delivery business systems market, adding at-least 10% revenue and increasing market share from 29% to 35% within 12 months attributed to the investment in this feature. You can hire me to design, build, roll out this feature and grow the market share.
cc: @glencornell

Adding voice to this idea. Our onboarding and implementation process includes 90 days of recurring meetings that we are currently managing through a ticket setup in our onboarding pipeline. Because the reoccuring meetings do not show up in the ticket entry is always manual.

I would love to see this feature in HupSpot I would use it all the time

Not sure how many comments it would take to make it happen, now over two year since the original post, doesn’t look promising. :disappointed_face:

We run recurring support group meetings and coudl certainly use this feature - especially to assist with tracking true attendance in comparison to our full roster of registrants.

We are looking to be able to schedule a series of meetings with our clients and have all of the meetings show up on the calendar and connected to the associated records.

Current Challenge

You are unable to schedule a recurring meeting from within the HubSpot CRM. The only option is to use the meeting scheduling tools of Google, Microsoft, Zoom, or other platforms that allow for reoccurring meetings. The challenge here is that only the first scheduled meeting shows up in the HubSpot CRM. This poses a challenge when a different user wants to see what meetings a client may have upcoming.

Current Workaround

Currently, the only way around this is to schedule each meeting individually from the CRM or your calendar tool. This works but if you are scheduling a series of meetings this can be a bit tedious.

Ideal Solution

Ideally, it would be possible to schedule meetings in bulk from either a sequence or similar capability that would allow one to schedule a reoccurring meeting where each meeting is an individual meeting.

So, for example, You are scheduling a client onboarding series of meetings you would be able to select the template that you want to use for the meeting, the number of meetings, the day of the week they are to occur, and the time of the meeting. HubSpot would then send out the series of meetings that are to take place, with custom tokens in the meeting name and body.

The Process would look something like this.


Meeting Scheduling Form


Reoccurrence Settings

Outcome

This would help with onboarding, planning repeating events, and has a lot of other applications in the HubSpot ecosystem!

Great idea!

This would be a huge win for our Sales and Service Hub Users in particular.

This would be a huge help for our sales hub users in particular.

+ would be great to be able to pre-set “meeting type” property when scheduling.

Yes please!

This would be a game changer for helping strengthen and build relationships with clients/customers.

Great idea-- could be very useful for onboarding and monthly/quarrerly reviews. That way type will be set for all 5 of those meetings. So reps won’t have to go in and manually adjust that 5 different times.

This would be helpful for one of my clients, especially because they have an onboarding process post sale

1000% agree here. We’re a Saas with an onboarding series that would be a HUGE hit with our training group

The current process is very clunky. I’ve discovered that I can create a meeting in HubSpot initially, add my attendees, and then go into OutLook and make that meeting reoccurring and it sends any text/title updates back to HubSpot but doesn’t show it as recocurring anywhere. Moreso, if I change one instance ( not the reoccurring meeting but just one instance of that meeting on a specfic date) that it flows to the attendees which is great, but once again, there’s nothing in HubSpot that shows this unique instance … so what is supposed to be a oneview of a customer is now partially lost because any individual meeting occurrances are not showing in HubSpot for the rest of the company and will cause confusion. This needs priority to be added to HubSpot.

Very much needed!

Really important to have the recurring meetings planned and synced into Hubspot!