In order to use the meetings tool, you have to use the Google Calendar Integration. Unfortunately, this syncs ALL meetings, including internal meetings that have no reason to be in the CRM and this generates inaccurate reporting.
A couple of ideas to solve:
Add some HubSpot plugin to the calendar booking similar to the log/track settings in Gmail.
Add additional rules in setup to define what meetings are logged
A blocklist similar to what's available for logging emails ("Never Log" list under Sales Settings)
Add some admin tools to turn off certain users from logging/tracking
I’m Melissa, the Product Manager for HubSpot’s Meetings tool. Currently, the only meetings that will be logged to HubSpot through calendar sync are meetings that have at least one CRM contact as an attendee. At this time, the team does not have plans to provide more options for which meetings do not get logged.
This is not to say that this idea will never be developed, just that there are no plans to do so at this time. I would still love to continue to get feedback in this thread and learn more about your use cases for meetings with contacts that you do not want to be synced to HubSpot. Learning more about these use cases could help with future planning.
Thanks for providing an update, even if it's not the one many of us may have wanted to hear. Taking you up on your request for additional context/use cases here.
This setting/limitation currently built into the sync (not pulling in unless it's with a contact who is already in the CRM) does not work well for us because many, if not most of our internal users are contacts in the CRM. Until very recently, you could not add internal users as attendees to a meeting, so the only available workaround was to add the internal members as contacts so they could be added to meetings (e.g. when a BDR booked on behalf of a salesperson). I believe this was even suggested by HubSpot as a workaround.
Many of our internal staff also likes to receive our newsletters, so we have included them as contacts so they can receive marketing emails.
Hi @MParham - I 100% agree with @laurabren in terms of why this is not good news to be receiving. A major issue here is that sales activity reports are thrown completely out when internal meetings are logged. Internal users and staff are very often added as contacts for the good reasons listed by Laura above. In addition, the logging of internal meetings can also go against company policy - for example HR meetings etc. being visible because the sales rep happens to have their calendar connected, whilst also being a contact in the database in order to recieve the company newsletter.
I feel obliged to chime in here as well, since this is very unfortunate. Especially since the email logging does have the ability to block meetings with certain domains, I don't see why a similar option would not be made availible for meetings. Especially since our organization has multiple email adresses it means that contacts get created and then sometimes sensitive meeting information get logged into our CRM. This would also happen for external parties like consultants that work with us. This in no way is helpful for the sales progress and only makes it more difficult to keep activity data clean.
I cannot understand why this requirement is not implemented according to the existing functionality for unsolicited email logging. It is very important for handling sensitive information and for data quality.
Just giving this a bump. We have several contracts where we're under NDA's even internally and we need to be able to to choose which meetings we don't want logged in the CMS in the same way as we can do with emails.
I don't get why this doesn't exist yet! That would be incredibly helpful since we only want to analyse meetings that the team had with Customers or Prospects, and not other types of meetings.
This is a severe HR violation and a breach of employee privacy. Meetings between employees MUST NOT be logged in the CRM. We require an immediate solution to rectify this.
Meeting Reporting is useless if every meeting from the calendar is included. Every sales rep has also internal meetings and every sales rep/employee has a contact record in the CRM => all meetings will be logged under the the sales reps contact record and are being reflected in the reports. Or am I missing something here?
Personal Google calendar shared with your work Google calendar, that's sync'd into HubSpot so the Meetings Scheduling tool correctly determines availability
For contractors, who may have calendars for multiple email domains, will also share across calendars... suddenly HubSpot syncs and logs meetings which are potentially commercially sensitive.
In both cases, it represents significant privacy concerns!! So the fact that this is currently unplanned for resolution is baffling.
Practically, it also renders Meeting Outcome reports pretty much useless! No one is going to go through and set outcomes on those kinds of meetings, especially since there is no aggregated Meeting view where you could bulk set the outcome value on a bunch of meetings at once.
Never Logs lists only apply to emails, but meeting invites still import into Hubspot ignoring the Never Log list.
This means that personal/discrete or irrelvant meetings are appearing in HubSpot, which is just as challenging as emails and causing us to have to either compeltely disconnect accounts from HubSpot or spend time manually deleting meetings that shouldn't be in the CRM
I agree, you should have the capacity to block a user for all activities.
I have a contact in Hubspot - who needs to be there, but there is a significant amount of non business communication occuring. My email is not being tracked, but it is skewing my meetings since there name is in my calendar on the regular. We should also be able to NEVER LOG all activities, but have them remain available for the other users in my company to log.
Following - I need this, too! The only feature from calendar sync I actually need is the scheduling tool - where I can send a link to others to schedule a meeting with me. I do NOT want every single meeting logged in HS!
Bumping this up. The lack of control over this sync is troubling, to say the least. Imagine a founder having his VC meetings logged, for all to see. Or an employee gets a disciplinary call from HR, logged into the CRM. Besides these issues, sales activity reports are completely off due to internal meetings.
As the bare minimum, having a setting to not log meetings if only certain domains (our own) are present, plus the ability to add "never log" domains and email adresses for partners nad consultants would go a long way in solving this.
I've just discovered this issue when I noticed my blocks for Dr. appointments and other internal meetings were being synced to my contact record in HubSpot which is definitely not desired. I need to maintain a connection to HubSpot to log any potential calls booked from my HubSpot meetings link but certainly not all of these other irrelevant internal/private meetings. Please address this issue so we don't have to waste time and effort pruning these extraneous data points from our records.
Internal meetings within the same domain and internal meetings with group companies are being made public on our CRM, which is causing them to appear in search results. This is a very serious problem, and we urgently request immediate implementation of a solution.
This should be a priority because members of our organisation are accidentally logging personal meetings which is a major privacy issue. I agree that there should be a never log option for specified email addresses.
