HubSpot Ideas

CBN

Marketing Emails and Meetings are integrated to prevent deletion (BREAK DOWN THE SILOS)

As a person working across the HubSpot siloes I work with Sales and Marketing. Here we often see that these are two separate silos in HubSport.

 

One area where we have found this a pain is related to meeting links in marketing email. I can delete a meeting that is used in one or more marketing emails.

 

This is the reason for this fix to close a silo gap in HubSpot.

 

Requirement

It must not be possible to delete a meeting, which is used in a marketing email. 

 

Description
In Meeting I want to delete a meeting. When I select delete the system will tell me that the meeting is used in one or more marketing emails.

I can see the list of emails. From the list I can open the email in a new tab and update.

When I have removed the references to the meeting then I can delete the meeting. 

 

In Meeting I have an option to list usage 'Show Usage'. Then I click the action, then I see the list of marketing emails that use the specific meeting. From the list I can open the email in a new tab and update.

 

In the Meetings list the usage count is shown as a new column. When I click on the count, then the list of emails is shown. 

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