Can I create a meeting without inviting the contact?
resolver
Can I create a meeting with a contact without sending them a meeting invite? I want the meeting attached to the contact record so I can see it as an activity, but I don't want to put an invite on their calendar.
You can create a meeting - with your Contact's email as an attendee - in your Gmail calendar and *not* send them an email invitation to the meeting. Gmail Calendar syncs with HubSpot (I assume Outlook does too).
Alternately you could simply log your meeting in the CRM on the Contact. That way it's only ever in HubSpot.
When I did an acutal test in Gmail it gave me an endless loop when I hit Save... "Do you want to invite the guests". No. "Do you want to contiue editing". Yes. Save & repeat.
Can I create a meeting without inviting the contact?
resolver
I checked that case. if you remove the attendee you cant save the meeting anymore. i think it was working couple weeks ago. maybe hubspot changed something. The way to setup the event is just a workaround because you need to have the email of the record to add so its synct with that account. Would be great if hubspot allows even without sending emails the event. The benefit just to have it in your own calendar is vital....
When I did an acutal test in Gmail it gave me an endless loop when I hit Save... "Do you want to invite the guests". No. "Do you want to contiue editing". Yes. Save & repeat.
mar 18, 20199:04 AM - editado jan 17, 202010:19 AM
Participante
Can I create a meeting without inviting the contact?
resolver
Still not a great solution. I would think that as strong a tool Hubspot is for CRM that you would be able to set up and take notes on a meeting without the attendee/customer getting your notes unless you wanted them to.