HubSpot Ideas

JMiddlemiss

Follow-Up task creation option (for booked meetings and tracked calls)

Our meetings are already scheduled through the Teams meeting booking page. From our meetings follow-up tasks are in most cases needed. When documenting the meeting, the option to automatically create a follow-up task with a checkbox (like when logging a call/meeting) would be great. Like this:

JMiddlemiss_0-1678110688297.png

 

This would also be great for automated logged calls. We use Aircall which is also automatically tracked/logged in Hubspot.