Schedule a meeting for another hubspot user from contact record

Firstly, not to have to add an existing hubspot user as a contact to be able to add them.

Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the meeting

HubSpot updates
40 Replies
ShawnC
New Contributor

I'm also in agreeance with the list Trevor created. I'll list it a third time just because.

  • who booked the meeting (SDR)
  • who it was scheduled for (AE)
  • date the meeting was booked by SDR
  • date the meeting was scheduled to perform by AE
  • whether the meeting was performed or not

What workaround is everyone else using currently? I don't know why, at the least, the ability to schedule for someone isn't already available, that makes no sense whatsoever.

 

There is the meetings app. I basically would love it we could have that app internally. If I can see my team members availability that they've set, then schedule a meeting with a contact with that team member, that would be perfect. It would really set this CRM apart from the others.

taylorfriss
Advisor

Yes yes yes yes.

PropertyPP
New Member

Hmmm. Why isn't this functionality available?

 

Scheduling an appointment for a sales person (but not for oneself) would seem a fairly common activity in sales organisations...

 

It seems this topic has been going for around 6 months so far with little contribution from Hubspot. I'm very new to this CRM and this feature would help me greatly!

bjenkinson
New Contributor

I would like to see this as well. If anyone has a workaround that works, I would love to hear about it.

tomdewalt
New Contributor

Same issue here.  Our BDRs qualify and then book appointments for the sales reps.  

elise108
New Contributor

Adding my support to this thread. I'm responsible for creating many meetings for others. Will have to log in and out of everyone's contacts for the system to reflect who is attending which meeting. Not the most time-efficient way of doing things.

 

Hubspot please review!

kelliott
New Contributor

Would also like to upvote this idea. Our company's SDRs qualify leads and then book demo meetings for the account executives. HubSpot's team-meeting links with round-robin availability kind of serve as a workaround but it's not ideal as it doesn't perfectly matchup with our internal processes. Having a one-step ability for HubSpot users to book individual meetings on behalf of other individual users would be much more convenient and time-effective.

Mibe22
Occasional Contributor

Would also like to upvote this idea. Scheduling an appointment for a salesperson would seem a fairly common activity in sales organizations.

SauceBoss
Occasional Contributor

YES! I'm working with an existing HS Marketing client to sell them on the Sales Hub and the one hang up they have is the inability to allow their CSR's to schedule appointments for the sales reps through the contact record. I'm sure I can create a workaround but it sure would be nice to have that functionality at their fingertips... because the CRM I'm trying to get them to switch from has it. 

 

We also would like to use this functionality within our agency. Currently, if a team member needs to schedule an appointment on my behalf, they have to use a meeting link outside of the CRM in the bookmarks on their browser. :-/

 

Please give us this functionality. Smiley Sad

Roeebd
New Contributor

Upvoting for this Idea.