Meeting Reminder Emails

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.

HubSpot updates
Meeting Reminder EmailsHubSpot Product Team
07-23-2019

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 Smiley Happy Feel free to add comments with more details about your use cases!

Meeting Reminder EmailsHubSpot Product Team
changed to: Delivered
03-06-2018

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.

Meeting Reminder EmailsCommunity Manager
05-26-2017

Hey @vmcgee 'In Planning' means the product teams are planning to develop this feature. 

Meeting Reminder EmailsHubSpot Product Team
Re: Meeting Reminders - changed to: In Planning
05-04-2017

27 Replies
ARC
New Member

I am sure this appears somewhere in the Community - but I was not able to find it to give "kudos"! 

 

I think it would be great to allow a feature where a contact whom has a scheduled meeting would receive an automatic email reminder of such meeting.

 

For example: 

 

1) Mr. MQL "X" speaks with sales rep;

2) Sales rep and Mr. MQL "X" agree on a date, time and place to meet;

3) Sales rep enters all the data into the "Schedule" tab in the CRM;

4) Mr. MQL "X" receives a friendly reminder 24/36/48 hours prior to their meeting. 

HubSpot Employee
HubSpot Employee

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.

joeolsen
Occasional Contributor

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?

 

Thanks.

 

JJO

willcurran
Top Contributor

Dear God, yes please. Customizable reminders (choose how many and when they will happen) will be much needed.

vmcgee
Regular Contributor

 @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.



joeolsen
Occasional Contributor
HubSpot Product Team
HubSpot Product Team
updated to: In Planning
 
vmcgee
Regular Contributor

 @rlawless does "In Planning" mean it will be developed, or just that it's being considered? 

 

Kristin
New Contributor

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.

Community Manager
Community Manager

Hey @vmcgee 'In Planning' means the product teams are planning to develop this feature.