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.
I appreciate that you can schedule meetings in iOS, but we have to have this functionality in Android as well. Not all of our sales team have iPhones. When will this be available for both systems?
I can schedule a meeting from the contact in the mobile app, but that only shows me date and time, but not the open slots in my calendar. That's a must, otherwise it's easier for sales reps on the roda to just plan it in Google Calendar and we won't have all these planned meetings in Hubspot. That's an issue in reporting and when someone drops out because of illness.
I consider this core functionality. It looks like it has been brought to your attention for a few years now. Please add being able to book a meeting from the mobile app. with a selected contact(s), and also from within a contact record itself.
Creating a meeting from a contact record in the app is available today. When on a contact record you click on the 3 dots under the contact name. Then you click on create meeting. Set it for a date in the future and click save.
For scheduling a 1 off meeting with people who are not yet contacts/leads I think this will come if the prospecting space becomes available in Mobile.
Hi all, thank you for taking the time to comment on this idea. I'm happy to say that this is now available for iOS and Android. Instructions here on the Knowledge Base.
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.
We've just launched a way to visualise your availability when creating new meetings on iOS. If you search the Product Updates section in your account you'll find this one:
[Live] A simpler way to add new Meetings on Mobile