CRM

BLEMETAYER
Participante

How to add the number of Hubspot meetings per contact ?

resolver

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 

1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

How to add the number of Hubspot meetings per contact ?

resolver

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

Beratungstermin mit Karsten vereinbaren

 

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4 Respuestas 4
Aaskarovo
Miembro

How to add the number of Hubspot meetings per contact ?

resolver

Hello @karstenkoehler ,
This sounds like a good solution that I'm looking for.
Would you mind sharing how to create this formula for calculating this field?

 

Thank you

0 Me gusta
Peter__Jones
Participante

How to add the number of Hubspot meetings per contact ?

resolver

This only works for meetings booked via the meeting tool right? Not tracking meetings sent directly via Outlook / Gmail etc?

I'm looking for the same thing. I need to know how many meetings a contact has had booked, specifcally while in a particular lifecycle stage, and then calculate the number of meetings completed, and work oout the %


I.e contacts in Lead stage, % of meetings completed from scheduled.

Ultimately to understand how many meetings that're scheduled are falling through / being held.

Figured I need to know number of meetings firstly, then filter to if in a lifecycle stage, then another filter to check outcome. Tricky.

0 Me gusta
BLEMETAYER
Participante

How to add the number of Hubspot meetings per contact ?

resolver

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

0 Me gusta
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

How to add the number of Hubspot meetings per contact ?

resolver

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
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.