CRM

BLEMETAYER
Participant

How to add the number of Hubspot meetings per contact ?

SOLVE

Hi,

I would like to add the number of hubspot meeting per contact in a dedicated field. Do you know how to do this ? My client sell coaching, so each meeting will be a credit.

Thank you for you help 

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

How to add the number of Hubspot meetings per contact ?

SOLVE

Hi @BLEMETAYER,

 

From a first glance, this would require a Professional subscription. Here's how I would approach this.

 

First you'd create a custom property (number field). In a contact-based workflow, you would then count up +1 every time a new meeting is booked. (This number would only populate going forward and not take into account previous meetings.)

 

karstenkoehler_0-1653625618649.png

 

There is unfortunately no default property for this.

 

In a Professional subscription, you could also create a custom report to see the number of meetings per contact (Menu > Reports > Reports > Create custom report > Custom Report Builder > Sales activities). You would filter for Activity type meeting and visualize the number of meetings by contact.

 

In a Starter subscription, this can't be done as far as I know.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

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

2 Replies 2
BLEMETAYER
Participant

How to add the number of Hubspot meetings per contact ?

SOLVE

Super clear ! Thanks a lot for your time @karstenkoehler 🙂

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to add the number of Hubspot meetings per contact ?

SOLVE

Hi @BLEMETAYER,

 

From a first glance, this would require a Professional subscription. Here's how I would approach this.

 

First you'd create a custom property (number field). In a contact-based workflow, you would then count up +1 every time a new meeting is booked. (This number would only populate going forward and not take into account previous meetings.)

 

karstenkoehler_0-1653625618649.png

 

There is unfortunately no default property for this.

 

In a Professional subscription, you could also create a custom report to see the number of meetings per contact (Menu > Reports > Reports > Create custom report > Custom Report Builder > Sales activities). You would filter for Activity type meeting and visualize the number of meetings by contact.

 

In a Starter subscription, this can't be done as far as I know.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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