HubSpot Ideas


Automate the filling of the meeting type based on the task title

When a task is created in HubSpot with the title, for example, "Call Tomorrow Morning", the task type is automatically filled to "Call" by HubSpot - since the word Call is in the title.


This feature is not available when a meeting is created. So, I think it would be an amazing feature if a meeting is created with the title, for example, "Kick-Off Meeting Next Week" to have the meeting type automatically filled to "Kick-Off Client" instead of having to fill it manually.


This will save a lot of time for the sales and reduces the human errors that might happen when manually selecting the type of the meeting from the dropdown menu. Screen Shot 2021-09-09 at 11.50.17 AM.pngScreen Shot 2021-09-09 at 11.50.58 AM.png

0 いいね!