CRM

gokulraj302
Member

Can I bulk update past meeting outcomes in HubSpot?

SOLVE

I have a list of past meetings in HubSpot where the meeting outcomes are blank. I tried importing updated data to fill in the outcomes, but HubSpot says existing meeting records can't be updated. Is there an alternative way to bulk update meeting outcomes?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can I bulk update past meeting outcomes in HubSpot?

SOLVE

Hi @gokulraj302,

 

For now, this requires working with the HubSpot API: https://developers.hubspot.com/docs/reference/api/crm/engagements/meetings

 

Mid- to long-term, this would be achievable with meeting-based workflows, like I commented on your other thread a moment ago.

 

They unfortunately don't exist yet but, fortunately, are in planning: https://community.hubspot.com/t5/HubSpot-Ideas/Workflows-based-on-meetings/idi-p/1117592

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting. By doing so, you'll also get updates from the thread / product team directly.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can I bulk update past meeting outcomes in HubSpot?

SOLVE

Hi @gokulraj302,

 

For now, this requires working with the HubSpot API: https://developers.hubspot.com/docs/reference/api/crm/engagements/meetings

 

Mid- to long-term, this would be achievable with meeting-based workflows, like I commented on your other thread a moment ago.

 

They unfortunately don't exist yet but, fortunately, are in planning: https://community.hubspot.com/t5/HubSpot-Ideas/Workflows-based-on-meetings/idi-p/1117592

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting. By doing so, you'll also get updates from the thread / product team directly.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes