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It would be great to schedule a meeting on the mobile app. Right now when I meet someone in person and want to schedule a meeting, I have to do it on Google Calendar. Instead, would be great to add them to HubSpot using card scanner and set up meeting from there.
Hey everyone, I know the status isn't updated but this is 100% in the works. They're looking at a huge overhaul of the mobile app and booking meetings will be a primary focus. I saw a beta of it, there's no true timeline to it's completion but it's definitely being worked on!
@KeysProperty I was invited to a one-on-one with someone from HubSpot's app development team to see it, and give feedback on it as well as some other things.
I wholeheartedly agree, I'm always making appointments on the road so if I could create a customer contact and then schedule the meeting in the one phone app session, that would be wonderful!
I honestly believe, and I've communicated this to the Hubspot PM of the mobile app already - that the simplest way (albeit two step process) to handle this is to enable access to the PROPOSED MEETING TIME tool in the app. You would then be able to propose the time via mobile, and click on it yourself to schedule the meeting. I do this now in the webapp via GMAIL and it works perfectly.
The real way to make this work is to rework the entire meeting process and add the ability for us to create meetings without a meeting link which at present does not exist. So I would imagine anything like that is a ways away.
The PM also informed me that any demos which are circulating are simply concepts right now. Nothing is set in stone yet.
Thanks @RMirsky,. However I don't understand why adding a feature already available on the desktop app would require them to "rework the entire meeting process" ?
In the first paragraph of my previous post I was mentioning how I currently do what we are asking for on this thread. Using the webapp I use the new proposed meeting feature etc. This feature does not currently exist in the mobile app. I believe they will add this feature to the mobile app to solve our request in the SHORT TERM.
Later in my post, I mentioned that the LONG TERM solution is to rework the whole method of booking clients which I think they will eventually do but it's not a priority for them at this time.
Putting the short term solution aside (because it doesn't cover every use case - a point for another discussion) ...
What I don't understand is why the long term solution is dependant on reworking the whole method of booking clients.
You probably have a better understand of how the desktop app is able to schedule (link-less) meetings from the contact screen than I do. Why is that method not transferable to the mobile app?
All our sales rep are asking for ability to set meeting via phone app - the competitors to hubspot are doing this - i think it would be a valuable addition and it is clear many many clients of hubspot want it. This is a chance to show you respond to customer needs
Scheduling meetings are the cornerstone of prospecting! Users can act in real time on the app, but not with scheduling or updating outcome of meetings.
Wouldn't it be great to schedule that meeting immediately face to face or quicky once finishing an engagement? You could it this were possible on the app.
This would be great! Our sales people are out in the field a lot and need to be able to create meetings when they are out before they forget when they get home.
I have a rep who uses HubSpot on an iPad -- the web view in safari -- specifically to be able to schedule this way. It's a workaround in case anyone may find that useful.
This is huge! Please add this to the app. Many of our members are on the go and with a client they want to be back to schedule a meeting immediately with the client, not until they get back to their desktop.
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