I am having an issue here where any time one of our BDRs creates a meeting everything is good and it is easily tracked. Thats the ideal situation, there are other times when we have an offline source of a meeting that we then want to Log in the CRM for tracking purposes. The only issue is that the logged meeting returns an "Unkown Meeting (record id)" property that I'll attach below. I'm wondering if anyone else has run into this or if there is a quick fix that I am missing in settings. Thanks
What's the difference in how BDRs create the meetings when things work well and when they don't? Can you share screenshots of these two differents methods of meeting logging?
What do you mean by "offline source of a meeting"?
Where exactly is that screenshot taken?
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
What's the difference in how BDRs create the meetings when things work well and when they don't? Can you share screenshots of these two differents methods of meeting logging?
What do you mean by "offline source of a meeting"?
Where exactly is that screenshot taken?
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Hi there, @LSislowski - Welcome to HubSpot Community! Jumping right in here, this has been previously requested in the idea forums here - I would recommend upvoting and commenting on the post with your specific use case to help the developers best understand our customer's needs.
I'll see if anyone jumps in with a potential workaround here in the meantime!
Thank you Seala, It looks like there are others looking for this same functionality. I posted something in the idea thread. Many times I have had to create applications myself using the API or find workarounds with the Workflows so this would be a great feature to add and make using the product more seamless.