How to add the number of Hubspot meetings per contact ?
解決
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.
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.)
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
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.)
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