HubSpot Ideas

hroberts

Meeting reminder emails for meetings booked through the CRM

While the Meetings tool offers the ability to send contacts reminder emails for meetings they book with the user, there is currently nowhere to configure reminder emails for meetings that are booked directly through the CRM by the user.

From @SamanthaH :
"We really need meeting reminders to be able to be configured for meetings booked within the HS sales platform itself (e.g. on a contact record). This is used more commonly by our sales team as we also need to record the meeting "type" at the time of booking, and currently the meetings "link" doesn't seem to offer that configuration. I don't see an option for reminders on meetings booked this way - please advise. "

37 Replies
LClarke3
Member

Must have feature, hoping it is added soon! 

ABEUDET
Member

Hello,

 

This feature is definitely needed !

 

We plan to send different type of emails before differtent type of meetings 🙂

 

Does someone here succeed to fix it with workflow and special customized field ?

BMorenodeLuna
Member

This feature is highly needed! 😞 

Our Sales team need to send different email reminders when a prospect booked a meeting through hubspot meeting link. This feature will have an impact to reduce the no-show rates...

SMalka
Member

Can we please send SMS reminders for meetings, with TIME AND DATE any time now 🙂IMG_0645.PNG!!!!

EulaliaRibera
Participant

Is this feature still not available?

ValuedCustomer
Member

Please, add reminders to meetings

MrB1
Member

yes we need this

CHammett
Member

must have

ConnyRivera
Member

No puedo creer que esta idea se haya expuesto hace ya 3 años y aún no tenga respuesta ´por parte de Hubspot, es algo básico y se está desperdiciando esta funcionalidad por este simple hecho.

MProvost
Member

this is 100% needed. I would almost consider this table stakes to just stay in the competitive CRM marketplace

adodge
HubSpot Employee

On behalf of customer: a link in the reminder email is a must. 

JKranenburg
Member

Any updates on this feature? Or a workflow workaround?

Sebastian27_7
Member

We are really satisfied with Hubspot. But it is really weak that there is not even this email reminder feature, a bit disappointing. We could simplify our processes enormously and the team would work more efficiently. I'm looking forward to an update soon, otherwise we'll have to look for another CRM.

Ellesyanna
Contributor | Diamond Partner

Very much needed. Also when you're creating the meeting from your calendar. Ideally I would like to set the meeting type from there as well and depending on the meeting type selected, I want to sent different reminder e-mails.

VillarOrero
Member

This is much needed!

Sebastian27_7
Member

💯💯💯💯💯💯💯💯

TAittola
Member

If someone knows a workaround by using worksflows, please share! 🙂