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.
@CHiggins - just wanted to chime in here to let you know that we needed to change the functionality for now to prevent outcomes from being edited or deleted, and currently only new ones can be added.
I'm sorry about the inconvenience and hassle that provides for folks looking to remove the existing fields - but as explained in the update above, we're planning to allow these outcomes to be edited and deleted once we've also exposed and given access to the ability to customize the existing automation.
Coming with a few update, release plans, and future plans for this functionality!
Future plans for meeting outcomes
I'm happy to let you all know that we are opening up the 'custom meeting outcomes' functionality for beta access to access customers. To get access, please request directly to your HubSpot point of contact. Let them know you'd like access to the 'Custom meeting outcomes' beta, and they'll be able to sign you up for the beta through our internal 'Customer Success" tool. We'll be ungating all customers within 24 hours of request!
Custom meeting outcomes are not currently available to use as filters in workflows or lists. We will be adding this functionality while the feature is in beta.
Current feature limitations:
The outcomes Canceled, Scheduled and Rescheduled cannot be edited for now because they are updated automatically by HubSpot. You'll be able to add new outcomes, but you won't be able to edit or remove these 3 for the time being due to the built-in automation within Meetings. We plan to make changes in the future to allow further customization of this these automation setting, and will then allow for the Canceled, Scheduled, and Rescheduled fields to be edited or deleted.
The functionality of this feature has been built to match that of Custom call outcomes. Users with Account access permissions will be able to create custom meeting outcomes. You can create up to 30 custom meeting outcomes to use when scheduling a meeting, or logging a meeting activity.
The meeting outcome field will soon be customizable, allowing folks to add new fields, and edit/delete some existing fields. This will be available in the Activities section of settings under the Calling tab where Call & Meeting types can be customized, and Call outcomes can be customized. We eventually plan to give Meeting types and outcomes their own "home" with a section in Settings to manage portal-wide meetings & scheduling settings and behavior, but until then these settings will remain in the Calling tab of Activities settings.
Note that the outcomes Canceled, Scheduled and Rescheduled cannot be edited for now because they are updated automatically by HubSpot. In the near future we are planning to surface all Meetings automation in Meetings settings to allow you to edit/remove/create custom automation behavior in Meetings. Once this is available, we will allow folks to edit/delete every Meeting outcome field.
I will provide further updates once we have a solution ready in beta!
We are currently reviewing this idea for the potential of prioritization and delivery this year. After we've reviewed the feasibility and implications of this project we will update to either 'Not currently planned' or 'In planning'.
Here is some additional context:
We are reviewing the prospect of making the 'Meeting outcome' field customizable in HubSpot, similar to how the 'Call outcome' field can be customized. Much of this we hope to be fairly straight-forward, but there are a few question and implications related to some of the existing behavior in the calendar bi-directional sync and the upcoming 'Cancel/reschedule' functionality that raise some questions we are workign through. More specifically, the 'Canceled' selection will be used when an attendee cancels a meeting with this new feature. To avoid inconsistencies in the customer experience and potential issues with supportability, we may make this field a default, uneditable field for the time being. We are reviewing the other existing fields and our plans to see if there are other exceptions we should make for existing selections such as 'Canceled'.
Once we have more confidently set our plans for this functionality, we will update this idea post. Thanks everyone for your feedback and suggestions.
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