Meeting Links to include multiple external attendees
We currently use the Team/Group option for allowing our prospects to schedule sales demos with multiple internal employees. Often there is an external party (not an employee or HubSpot user) we would like to include in the meeting or our prospects want to include other attendees (typically co-workers or their own consultants) of their own. We don't need to see their availability but I would like a way to CC the invite to them. Ideally, I would like to add an optional CC address on the meeting configuration and we could optionally receive additional CC addresses via the meeting registration form.
This would eliminate some administrative work on my part and improve our communication/coordination. Currently, we have to keep an eye on meeting invites and add these additional attendees manually.
If you think this would benefit you, please vote for this idea!
Thank you for all of your feedback. This is now live to all, so I am changing the status to delivered.
I see recent feedback from some of our beta testers with requests that we automatically create contacts in HubSpot when a prospect provides guest emails during booking. At this time, the meetings tool will only automatically create contacts for those that are the ones actually booking the meeting. Any additional guests that are added can be seen from the meeting engagement in the contact's timeline, in the booking email notification that a rep receives when someone books time with then, and in the calendar event on your external calendar if you want to manually create contacts for these email addresses that were provided to you. Please continue to share your feedback on this and I will continue to monitor this thread as the team considers any future enhancements that we might make to this flow in the future, including the potential to make creating contacts for additional guests easier.
@JHinckley you can follow the steps in this KB article to join betas in HubSpot! Once enrolled in the public beta for Add Guests to Meetings via Scheduling Pages, you can turn on this new feature by navigating to the Form tab on any of your scheduling pages and turning on Allow guests.
Thank you all for your feedback. This went into Public Beta today if you would like to check it out early! The ability to allow guests when booking a meeting through a scheduling page is available to be turned on for any of your meetings links. Let us know if you have any early feedback on this feature!
Thanks for sharing these comments and ideas. We'll be reviewing this idea in the coming weeks to get a better understanding for what the technical lift would be to include such a feature. Should there be a potential 'quick win' then we may be able to project a timeline and update this idea to 'In planning' but should there be some complications, or we do not have the capacity to pick this work up this year, then we will update to 'Not currently planned' and assess where it will fall on our priorities in 2022.
Some additional thoughts:
- As it was mentioned, we will not be able to check availability of contacts that are not on your team, so these meetings could be booked over their existing availability
- This would most likely be a feature add to the 'Group' meeting type.
- We will be reviewing this feature as part of a broader theme of work that we are currently reviewing to improve the flexibility and use-cases for scheduling across HubSpot
I hope this context is helpful, thanks again for your ideas and feedback!
I talked to support, apparently, this is programmed behaviour, which is super weird.
They say if the contacts exist on HubSpot already, they will be added to the meeting as contacts. Otherwise, if they don't exist on HubSpot, they will not be added as HubSpot OR to the meeting log itself. Instead it will create the main booker as a contact if they do not exist, and only add the booker to the meeting.
Your calendar App, e.g. Outlook will include all attendees for this meeting that HubSpot creates.
The only workaround now is potentially to add these contacts manually to HubSpot from the meeting within your calendar App. Support mentioned some kind of workflow might be an option, but I haven't looked into that yet.
Thank you for all of your feedback. This is now live to all, so I am changing the status to delivered.
I see recent feedback from some of our beta testers with requests that we automatically create contacts in HubSpot when a prospect provides guest emails during booking. At this time, the meetings tool will only automatically create contacts for those that are the ones actually booking the meeting. Any additional guests that are added can be seen from the meeting engagement in the contact's timeline, in the booking email notification that a rep receives when someone books time with then, and in the calendar event on your external calendar if you want to manually create contacts for these email addresses that were provided to you. Please continue to share your feedback on this and I will continue to monitor this thread as the team considers any future enhancements that we might make to this flow in the future, including the potential to make creating contacts for additional guests easier.
