Custom Code - Account Owner’s Calendar

[PRansbury]

Hi there - we are looking for a custom code that will be a text link like 'My Calendar' that will use the contact owner's default meeting URL. The contact owner will rotate between several sales reps so the embedded URL needs to by dynamic. 

We do know how to insert the full URL this way for the contact owner. We are just trying to clean up the look. 

Is that possible?

[ChrisoKlepke]

Hey @PRansbury, 

maybe I can help you out a little here. Just to make sure I understand you correctly before sharing a code snipped with you: Your contacts have an owner assigned, and you would like to save their meeting link to contact property, correct? Just give me quick feedback if that assumption is correct. 

If that is the case, you'll need to set up some stuff manually, as there isn't an API endpoint for meeting links. But I still think this can be useful. 

If your end goal is it to use that link as a personalization token within an email, for example, there is a much easier way. You can add a token to your email and use the contact property for the owner and after that, you have the option to fill in the name, email address and also meeting link. 

Cheers, 

Chriso

[PRansbury]

Hi Chriso - Thank you for getting back to me. I believe it is the latter.

For example, in an email as part of a workflow that has variable contact owners, we would like link text such as My Calendar to the contact owner's default meeting URL. In that example, I just used my default URL. 

This would be different that the out-of-the-box functionality in that right now, using the available personalization token, only the URL will show up. For example we make it work now like this:

Find a time on My Calendar: https://info.apstraining.com/meetings/paul-ransbury/uprt-discussion

We are just trying to clean that up with Link Text that would stay the same 'My Calendar' but the associated URL for the linked meeting would be for the contact owner. 

I hope that helps. 

[ChrisoKlepke · Accepted solution]

Hey @PRansbury, 

I see what you mean. In that case you can use the full token inside a link, which looks like this:

{{contact.hubspot_owner_id.meetings_link}}

Copy this and paste that into any text link:

 

Please let me know if this works. 

If you found this post helpful, consider helping others in the community to find answers faster by marking this as a solution. I'd really appreciate it. 

Cheers, 

Chriso

[PRansbury]

Fantastic, Chriso! That will certainly do it! Makes perfect sense. Marked as a solution!

Quick question. Can this be added to our account as a selection available to our team (perhaps as a custom coding) or does this need to be manually done during the automated email design build?

[ChrisoKlepke]

Hey @PRansbury, 

happy to know this helps. 

I'm not entirely sure if I understand the second part, though. Can you go into a bit more detail?

Cheers, 

Chriso

[PRansbury]

Hi Christoph -

Sorry about the clarity - HubSpot mentioned this could be added as a custom code somehow in our account. They just couldn't show us how.

The idea would be for this code ('My Schedule' text linked to '{{contact.hubspot_owner_id.meetings_link}}') to be available as a pre-programmed element to insert from the standard email edit menu ... but, I'm not sure if that's possible.

Did that help clarify the question?