A lot of times, people will send leads to sales reps who do not come through our typical funnel (referrals, blog readers, random connections, etc.) We also have SDR's scheduling meetings for Account Executives. Sometimes they'll send out a calendar link in an email and the person doesn't schedule for 2 weeks.
At the moment, there is no way that I know of to automatically change the HubSpot Owner to the person who they have a meeting with. Esentially, it would be great if, for example, a lead was owned by SDR Bobby, he sent the lead Ed's Calendar, when the lead scheduled on Ed's calendar, the lead HubSpot owner was changed to Ed.
Any idea on ETA for this? It also causes headaches in reporting, and assigning deals based on contact owner when you can't rotate contact owner based on who the meeting was booked to when using a round-robin link.
We have a situation where a member of our inside sales team handles a final step in the customer journey. We need them to be assigned to the Account Manager property (not the Hubspot Owner, though this would work for that too).
Hubspot has re-imagined their trigger and filtering criteria, so here's what we were able to come up with...
1. For our Round Robin meeting link, we have a meeting type called "Labor Order Meeting," so that we can identify when this meeting is scheduled. You just need some way for the workflow to know which meeting you are wanting to trigger from.
2. Using the new Beta, we were able to Edit data Sources:
3. This give us quite a bit of properties to work from related to that meeting:
4. With the added data source, we are able to simply copy the "Activity Assigned to..." to our owner property.
We have assistants who schedule meetings for our creative team - and who help manage client comms / reschedules as well.
Problem is - since the assistant is not the assigned "organizer" - they have to either a) reach out to our creative team to update the meeting or b) create a new calendar event and ask the creative team to delete the meeting. In both cases, kind of defeats the purpose of having someone else handle admin so we can be as efficient as possible.
Also, the automated email reminders are sent from the "organizer" - so when clients respond directly to those - they don't go to the assistant and often get missed - leading to poor CX.
It's a massive pain - sounds like many other use cases here where having the option to have the organzer / linked calendar as seperate team members would be valuable.
