CRM

It would be great if the following functionality was available within the meetings tool: 1) Track which attendees attended the meeting - For example if 4 people were added to a meeting, track which of them joined the call. It would be great if w...

I am running into an issue where, within User Rights, I am unable to set a user to be able to edit meetings that they have scheduled. They Can VIEW and I can only set VIEW to meetings - I can't figure out where I can set the users to edit meetings. ...

Hi, I am trying to build two elements around logging meetings in the CRM. If a user logs a meeting in the CRM (using the log a meeting button) then I want to trigger a workflow that sets the Last Meeting logged date against the company and also ...

We use Fathom recorder to import summaries from meetings. I can see a preview of the meeting for all customers, but when I click in to review details it turns to this. Other users in my organization are able to navigate to the meetings without a...

Hey everyone – I’m looking for advice or creative workarounds for a limitation in HS's round-robin scheduling pages. We use round-robin links to distribute meetings among our sales team, but the Organizer on the calendar event is always set ...

Hi HubSpot Community, Our team has a high volume of meetings, and we’re exploring how to automate the process of logging meetings and capturing notes in HubSpot based on calendar data. Here's what we're trying to achieve: We want to build...

Hi all, In a created meeting, we write note into "Internal notes". However, in Logged Meeting, the notes are entered into "Meeting description" field, while the "Internal notes" field is not used. Our problem is, we would like to have a repo...

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 ou...

How can I set the default meeting outcome to 'Scheduled' when logging a meeting in HubSpot?

Hello, our sales team members need to book meetings with clients (contacts) and add an internal team member to the meeting as well but as you can see in the screenshot I can only see my available slots not theirs although their outlook calendares an...

Hello. I need to assign the host of a meeting as one of the owners of a contact. For this our contact object have multiple users like "trainer", "coach", etc. The meetings are scheduled by one of our agents on the contact record with rou...

Hi, I created a custom property in a deal called: "Last Interaction Date", and I want this date to always show the last date in which: - A contact who's associated to this deal replied an email (sales or sequence0 OR - The date of th...