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

48 Replies
Visitor

I would also like to see this implemented - we have business development team generating leads and handing off meetings to other team members. The biz dev shouldn't need to be listed as an attendee and it should be easier to assign an existing Hubspot user to a meeting instead of having to create a contact.

New Contributor | Gold Partner
New Contributor | Gold Partner

Would really like to see this implemented.

 

As we can see from the comments, there are many of us who will book meetings for more senior team members. When it comes to reporting on this, its difficult to see how many meetings have been booked and for whom.

Occasional Contributor

Our workaround for this is causing issues with IP tracking for us. A SDR books a meeting while on the phone with a prospect for a Sales Rep by using that sales rep's meeting link. Now Hubspot is tracking the SDR as if they are the prospect. Not good.

New Contributor

Yes, absolutely needed...

Regular Contributor

It is extremely important for our Business Development Team to be able to schedule meetings for our Sales Reps. These Meetings need to appear on the Sales Reps calendars and on any Dashboard widgets showing "Today's Meetings".

New Contributor

I am New to Hubspot, and this is a REAL problem that HUBSPOT needs to fix. we work with multiple google calendars, and I need to be able to add a meeting to someone's calendar without adding myself, or as someone else said, signing in and out as the other users...

HUBSPOT PLEASE RESPOND!!!

I'm also in agreeance with the list Trevor created.

  • 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.

Regular Contributor

+1 for this functionality - need the ability to schedule a meeting on behalf of another HubSpot user, or in the very least include in the "attendees" drop-down options. 

 

We are in the education sector and I (Marketing) often have early conversations with prospective students. At the moment they are ready to start discussing with an Admissions representative to set up an appointment with a campus tour, I cannot schedule that on behalf of one of my reps and assign it to that person.

New Contributor

Schedule a meeting to another Deal Owner. So the meeting gets added to the Deal Owners calendar (Google calendar or 365) and not too the user who booked the meeting.

(So when you are booking a meeting from the Deal Record, the user who booked the meeting, is not calendar the meeting will be added to.)

Resident Expert
Occasional Contributor

Yes, please! As the admin for HubSpot, this is a big contention as we grow and add a sales team. The sales team is pushing for moving to a different CRM specifically for this one lack of functionality. 

Occasional Contributor

Workaround:

We have our Sales Development Reps to open the users meeting link using the incognito browser window to book meetings for our Account Managers and Executives. 

Resident Expert

@cara_ceo please explain

Occasional Contributor

We (Marketing) creates a round-robin team meeting link for rotation as new contacts come in. 

 

While a Sales Development Rep (SDR) is on the phone, they open the Account Manager meeting link in an Incognito browser and the SDR fills out the form with the contact's email and chooses the meeting time that works best for the new contact.

 

Opening this meeting link in an Incognito browser is required to prevent IP tracking on the form submission, 

 

In the end, the Account Manager is now booked with a meeting with the contact. 

Resident Expert

@cara_ceo I am not understanding. The meeting link is per user. How are you creating the meeting for the sale team?

Occasional Contributor
Resident Expert

@cara_ceo Thank you.  I have been told many times - Can't do it.

Esteemed Contributor

Our use case: pre-sales team books meetings for sales team. They do it from deals. We'd like the sales team member to own the meeting and to have it in its calendar. That should not be the case for the pre-sales team member.

New Contributor

I am doing similar process to @cara_ceo  

Workaround:

We have our Sales Development Reps to open the users meeting link using the incognito browser window to book meetings for our Account Managers and Executives. 

 

Question is does anyone have a work around for the reporting?

Occasional Contributor

@nickmellor 

I create Deals automatically based on selected Meeting type. BDR is Organizer, Sales Rep added as an attendee. Then, there is a list to capture meetings/contacts created by ceartin BDR, and I'm using it to enroll contacts into Deal WF. On Deals I created custom property Meeting created by, and it's updated by WF. This property I'm using for reporting, and that is how I know who actually own the Deal (company/contact owner) and who was the person who scheduled the meeting. I'm creating Deal WF for every Sales team member, no matter is it BDR or Sales Rep.

 Works for us, here are some s. shots. Maybe idea would help to you guys.

 

Capture2.jpgCapture1.JPGCapture.JPG

Visitor

We want to create Meetings for colleagues too. This is essential when buddying during holidays...