Custom Meeting Outcomes

RAddis

I'd like to be able to create custom meeting outcomes. We have clients who want to track events, attendance, and other event-related information, but do not want to integrate with a third-party event tool. HubSpot provides almost everything we would want to do, but we are limited by the out of the box meeting outcomes. 

42 Replies
hannahflat
Contributor

100% this is needed. The current standard outcomes don't fit at all with our business. Plus we can customise the call outcomes, so why not have the ability to do the same with meeting outcomes?

smatthew
Member

I agree that this would be a very useful addition to our HubSpot Meeting Outcomes- it would allow users to tailor this to match their business needs.

Sikemi Matthew
Customer Support Specialist
HubSPot Support Dublin

jhepstein
Member

Totally agree with the above. The current selections overlap too much and don't give us a complete picture about how the meeting actually went (i.e. was the outcome positive or negative).

richard88
Contributor

The ability to customize as well as report on meetings would be extremely valuable. Is it possible to make them a separate object, similar to how calls is progressing? I know that will add a lot more to the system, but could help a lot with how the data is managed for many customers. Especially some customers whose compensation of employees is tied to their meeting types. 

YiRui_Chua
HubSpot Employee

Hi team,

 

commenting for a customer here.

Would love to set up customised meeting outcome; sometimes we would want the meeting outcome to mimic the call outcome

denaliherm
Member

How is this not on the roadmap?  We want to be able to see from a data reporting perspective what is happening in those meetings. Is the deal moving forward, etc.  THis should be a base requirement for CRM.

KHegg
Member

One of the things we try to track is not just whether the call was completed, but whether it resulted in a sale, or a 2nd call with one of our sales people, or is someone to just nurture. This could also be done with a "result" field in addition to the outcome. We really need to be able to track the result of each sales call.

DeBa
Member

Need this!!

SDummer
Member

The current meeting outcome and picklist selection is not enough and we would need to add more to the picklist

SalesArchitect
Member

+1 to this - currently doesn't allow for the modifications we need (like we can with Call outcomes)

amanda-robo
Participant

This option would be a much needed addition. Also the option to enroll people in workflows based on meeting outcomes. It would be extremely helpful to automatically update the lead status/lifecycle stage of contacts based on the meeting outcome.

richard88
Contributor

Had an expanded idea to this --> https://community.hubspot.com/t5/HubSpot-Ideas/Make-Meetings-a-Separate-Object-or-Linked-to-Calls-Ob...

 

Then workflows could potentially even be meeting based? Let me know your thoughts.

beauroberts
Member

+1 to this. Have been searching for where to customize the meeting outcomes and now just read that it can't be done. Bummer. 

rahul_inbound
Participant | Partner

I support this idea. This is needed as we want to run a bunch of workflows based on custom meeting outcomes. 

DEnderle
Member

Totally agree with all comments above.

The current selection doesn´t support at all. Due to Covis this functionality provides a more accurate picture about how the meeting culture will develop in the near future.  

FLavery
Member

Should be look ASAP by the Hubspot team and integrate.

CMorency6
Member

We definetly need to be able to customise the outcome AND make reports on outcomes.

It's an important tool to track the sales team efficiency and spot who needs help in closing deals. 

Counting no-show and cancelled meetings is good, but if a rep meets 100 clients and none buys, we need to know why. Personnalised outcome will make a HUGE difference for that. 

TNovitsky
Participant

I've created so many workarounds for basic functionality such as this that is lacking...Please, please add meeting outcome as a customizable property type. sigh...

AnnGrace
Participant

Need to be able to add custom fields to Meetings for meeting tracking and reporting. Thank you!

DinDjarin
Participant

Yes pls. While a lot of meeting outcomes are covered by HS default settings, some are not and being able to add additional outcomes allows us to get more granular about where my sales team is in the process.