I suggest that hubspot should send direct emails to remind both parties that they have a meeting scheduled - should users not have their personal/work emails linked to their calendars.
Hi @SamanthaH and @shannonhoward! I'd recommend filing separate ideas for those. We try to keep each post on the community pretty closely tied to one feature request, that way it's clear for people what's actually delivered, and for our product team what ideas have the most traction. I've taken the liberty of filing ideas for a few of these on your behalf. If you upvote them, you will be notified of future updates 🙂 Feel free to add comments with more details about your use cases!
Hi all! I'm very pleased to announce that Meeting reminders have gone live! See this blog post for more details: https://www.hubspot.com/product-updates/set-automatic-email-reminder-for-meetings. For any additional related ideas (I've seen some comments here about a "reschedule" option) please upvote and file new separate ideas with details on what you'd like to see so we can guage community interest.
Hi there! A good workaround for this if you're a marketing customer is to create a workflow centered around the property "Last Meeting Booked". This allows you to send an email reminder the day before or the day of the meeting. As "Last Meeting Booked" is date based and not date/time, it will not allow you to use minutes, but you can set the reminders to go out at a certain time on the day of the meeting or the day before, etc. Make sure when you're creating the WF, you use the Property Based type and not the Standard.
For those of us not on the marketing platform but paying for CRM SALES (of which meetings is a big deal) - this needs to be something that is implemented ASAP. This functionality exists (including the ability to reschedule) with just about every other similar stand-alone tool. It seems odd not to have it and if it's just an omitted feature to try and drive people to the marketing platform - that seems out of line to me.
As I have used the sales tool, this is one of several things that are clunky and kind of broken to which the answer from HS is always "well if you were using marketing..." followed by a solution. If you are going to offer a sales product and a sales feature like meetings - you need to make it full featured. Again, not asking for revolutionary IP here, this table stakes for every other similar tool. It should be a "duh" feature for HubSpot Sales as well.
Can you tell me if you are working on this? When it will be completed?
@BeccaArmistead can you give me a detailed example of that workflow for "Last Meeting Booked"?
Hi there! A good workaround for this if you're a marketing customer is to create a workflow centered around the property "Last Meeting Booked". This allows you to send an email reminder the day before or the day of the meeting. As "Last Meeting Booked" is date based and not date/time, it will not allow you to use minutes, but you can set the reminders to go out at a certain time on the day of the meeting or the day before, etc. Make sure when you're creating the WF, you use the Property Based type and not the Standard.
Yes this is what I'm trying to do with Salesforce integration but HubSpot currently cannot sync events, so it cannot see any event-related fields to sync.
Prior to Hubspot I've been using a service called Calendily and if Hubspot wants to look how they do calendar reminders and notifications I would start there. I'm trying to replace my calendily service with the hubspot meetings but there are two features that save time with calendily that I can't let go of.
1) Email reminder sent out 24 hours before the meeting
2) When the email meeting request goes out an option/ link to reschedule the meeting appears on the message. This reschedule option also appears on the email reminder 24 hours before the meeting.
Having this as a feature would elimintate so much manual work having to create a task as a reminder and then go into hubspot and manually send the email to the customer asking them to confirm they are okay for the meeting at the scheduled day and time
Amen! Every other scheduling platform lets you automate meeting reminders a day ahead of time, reconfirming the meeting, dial in and offering up a reschedule link if their plans have changed and they can no longer attend.
