HubSpot Ideas

NBT27

Add option to Log Playbook Submissions to existing meetings/calls/notes only

Since meetings can be created from the left side of the Contact/Company page, it would be nice to have an option to limit the logging of playbooks to existing meetings only, so as to prevent the creation of duplicate meetings. Adding a Schedule meeting button and using playbooks without logging almost works, but since the Meeting button on the left side of the company record cant be removed, there is possibility for scheduling the meeting in the wrong place. Then, a playbook isnt automatically logged to that meeting. 

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