CRM

The only meeting time workflow trigger available by default is 1 day from now - this is too limited. We need granular meeting time based workflow controls like - 1hr, 30mins, 5mins before upcoming meeting. Am I the only one or can someone relate...

Hello, I successfully uploaded a new photo on my profile on my Hubspot account. Unfortunately, I the old photo still appears on my online calender. How can I amend it as well? Thanks in advance. Best regards. Béatrice

I'm trying to create a workflow that starts when a customer books a meeting with a sales person, then sends a different email to the customer every day before the meeting. I am having trouble finding a way for the workflow to see information about ...

I use Google Calendar integration and an integration for the software I use for recording video/transcript of virtual meetings, Grain. For those recorded meeting events with Grain, I get two meetings logged for the same event: one from Google Calend...

HI! I want to be able to see a Contact View of all meetings I have in a day - I know how to do this with the 'Date of last meetings booked filter' but this does not pull through the contacts that I have manually created bookings with through th...

Is there a way to add a two locations to a meeting invite? For example, often we have the meeting in person and have the teams link for those who cant join us. Currently, it doesnt let me add the physical location and the teams link in the L...

Hello Everyone in the community! I´m Reinaldo a new user in Hubspot, in our company we are using calendly to book meetings with the calendly integration. To correctly assign deals to the pipelines we are using in the main workflow contact is...

We're looking to use the native reschedule/cancel feature in the meeting scheduler tool. How do we identify contacts that have rescheduled the same meeting using the reschedule link more than 1? We can't use activity property as a re-enrollment...

I'm using the Meeting Scheduler tool, accessed from a Contact or Company record to book meetings directly with 3rd parties. Note, I'm not talking about the "Scheduling Page" functionality which sends a Calendly-style URL. I'm trying to find ...

Hi All, We currently have an integration with Qualified that automatically books meetings in to our Sales reps calendars. At the moment we have the Gmail Sales Extension that when this meeting is in their calendar it puts the meeting in on the c...

Hi gyus, I hope you can help. In my HS account a contact can have multiple different companies associated. When setting up meeting scheduler the meeting will by default be associated to the contacts primary company and its deal. Is there a way ...

Hello, I'd like to be able to edit meeting names in Hubspot, including post creation or after logging a meeting rather than creating, but have found no way to do so. The variables I've figured out how to edit are. type outcome attendees du...