💬 RevOps Discussions

ChaiMhn
Participant

Populating Meeting Links Automatically

Hey all, 

In an attempt to clean up the left-side view of the company records one CTQ parameter for us is to have HubSpot meeting link of a user automatically populate when their name is added in the field. 

Is there a way to make this happen? Would love some help on this! 

Thank you. 

2 Replies 2
ChaiMhn
Participant

Populating Meeting Links Automatically

 Hey Tom, thanks for reaching out. 

Current situation: Internally our team has to manually locate meeting links on the company record for the designated controller/deal owner it would be great if someone from our team on the company record under the left hand side field entered "Tom" – and instantly associated to that user in the Meeting Link property, their hubspot meeting link populates that field. This would allow other teams with appropriate access to not run around asking meeting links and can just see it on record. 

This is what I am thinking? Does this make sense? 🙂

0 Upvotes
TomM2
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Populating Meeting Links Automatically

Hey @ChaiMhn just to confirm, are you looking to have a meeting links form, and when a contact enters their name the rest of the form will auto-populate with their information? 

If so, this isn't available and likely won't be due to privacy concerns. If a person can enter a name to have information pull from your HubSpot database populate the form, it gives people ability to harvest data stored in your HubSpot account from just a name alone. 

Tom Mahon
Technical Conlsultant | Solutions Engineer | Community Champion
Baskey Digitial

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