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.
Definitely need this. Our use case is that we have old leads assigned to the sales manager because the previous sales rep is no longer with the company. We retarget them or sometimes the lead re-engages themselves and goes to a round robin meetings page. They book and get assigned to a rep, but because of this new activity, they hit a lead assignment workflow that also round robins them to a sales rep and they usually don't end up being the same person. Would love to be able to copy the meeting owner to the contact owner field.
Would love this feature for round robin meetings links! One of my clients is trying to streamline the sales to service handoff. The sales rep uses a round robin meetings link to book a time with the next available onboarding specialist before closing their ticket to the "won stage" it would be great if once the meeting was booked with onboarding specialist x, if our "Onboarding Owner" HubSpot User Company Property got set to "Onboarding Specialist X" automatically and also updated the ticket owner to be "Onboarding Specialist X". I can't do any of the creative solutions mentioned in this thread because it is a round robin link not individual links for each onboarding specialist.
I'm just going to make it a required property when we close the deal now but that's cumbersome and messy on the back end. Plus, the added problem here is that if the client misses their kickoff call, they get sent back to the sales rep and the sales rep rebooks the kickoff call with the same meetings link. There's a chance it will be with "Onboarding Specialist x" again, but it could be with "Onboarding Specialist y" now so we'd need to replace the Onboarding Owner company property and the ticket owner proprety. Could really use this feature to streamline things. It's clearly a common need for a lot of people.
Thumbs up for this idea! We love the round robin meeting feature but would love to have the option to automatically change the contact owner to who the meeting is booked with. We have a another round robin in place that assigns an owner if its not already owned by one of our sales team and it gets really frustrating that the meeting is booked with one sales user and the contact is assigned to another salse user via our round robin. Both users get emails saying they have a lead and there is a lot of frustration.
We would love this feature for meeting scheduled via round robin to change the contact owner to the AE who will take the meeting. Would eliminate a manual step for our BDRs. Our team will be attending an event this week and BDRs will be booking meetings directly on their phones for our AEs and they won't have time to manually add the contact owner in Hubspot. So unfortunate that that this is not planned yet as a property in the meeting "meeting organisor" would solve the problem very simply.
We would need this as well. It feels like it should be basic functionality with HubSpot in order to properly use HubSpot meetings for teams with multiple AE's...
I'm quite surprised out of all the options we have in Hubspot we can't use meeting ownership as a workflow trigger, it seems like a fairly obvious option!
We use the round robin calendar functionality as part of our demo form and just want to assign the contact to the rep who receives the booking via the round robin calendar, shouldn't really be difficult?
@kasiabf if the meeting is booked by a Contact with no owner assigned, then the HS calendar will assign a booked AE as an owner of the Contact. However, if the meeting is booked by a Contact with an owner assigned, it will not change the Contact owner (unfortunately, in my case).
This absolutely needs this to at least be accessible at least in a workflow. There is no way to pull based on the "last meeting booked. What is happening is it is pulling all activity types which could be many and causing confusion if people are booking multiple calls or have any sort of property history.
Add it to another reason that Hubspot meetings are practically unusable for business with a round-robin
Please - make an option to assign the contact owner based on whom the call is booked with - reduce the booking window to 2 days or less to help with show-up rates. having a 2-week window is crazy - break out the time and date field so you can build workflows BEFORE a call and not based on when it was booked. SMS reminders one hour before greatly increase show rate.
- make an option to assign the contact owner based on whom the call is booked with
yeeeees!
Hubspot team - you've already made this for unassigned Contacts. Please, add the functionality to update the Contact owner when a new meeting is booked. Would be so **bleep** helpful!
- reduce the booking window to 2 days or less to help with show-up rates. having a 2-week window is crazy
@DHandley just curious - what would other prospects do in your case if they want to have a call in 3-4 days? I understand it depends on the industry, but I've had a couple of clients who wanted to book for 3 weeks from now, because of the vacation. Totally agree about the no-show rate (we also have it as an objective in this Q), but just to think if losses from such limitation will not be higher than the gains.
It's been 5 years and this feature still hasn't been planned for development??? Customers are giving feedback about how your software could better serve their needs and add value but Hubspot is doing nothing about it and clearly isn't prioritizing customer feedback? For the premium fee charged for enterprise it doesn't feel like an enterprise solution. Just saying. This makes our workflows and sales process slower and clunkier than it should be and ultimately hurts productivity.
