Schedule a meeting for another hubspot user from contact record

Sara

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

69 Replies
toine
Member

This is the first time I see HubSpot is lacking on Pipedrive, we have an SDR and AE setup were tracking meetings booked/cancelled is crucial as its their KPI.

 

When is this expected?

MissTipsi
Top Contributor

Another upvote here from me, a lot of people pushing for this but all quiet from HubSpot it seems. Am really surprised that some of this basic functionality is missing, this is really badly needed.

 

Also needed is the ability to have a "result" for your meetings e.g. "Qualified", "Unqualified", "No-show" etc.

EduardoMetahui
Member

Someone know if this feature is already? 
Or some alternative to do ? 
Thanks! 

khamer
Participant | Partner

Any updates on this?  Looking for how others are working around/making this work without using the team group.

koryroisum
Member

I would also really appreciate this added functionality. It would help our process a ton instead having our SDRs have to go outside of HubSpot to set up meetings. It would be much easier and better if you could just do all within HubSpot 

Melina_THNK
Member

Hi, 

Is there an update on how to create meetings for other  team members? 

 

Thank you! 

Status updated to: Not Currently Planned
glencornell
HubSpot Product Team

Hi Communnity,

 

Thank you all for sharing your feedback!

 

For transparency I am updating this issue from "In Planning" to "Not Currently Planned" because we wont be able to get to this in the next quarter. Adding users  to a meeting invite, or removing yourself, is important to any sales teams structured with a SDR/BDR to Account manager handoff.  We are evaluating this closely, I will provide an update here once we are able to review this for planning.

 

Best,

Glen

 

Best,

Glen

willcurran
Top Contributor

This is definitely needed.

JGB
Participant

The SDR/BDR to AE meeting handover process is one of the most common B2B sales setups. It cannot be that complicated to either have a new field to select who is leading the meeting or at least be able to add additional attendees and then let calendar syncs do the rest.

JoshuaJohnson
Member

This is a critical part of my business. My business uses  BDR's to set appointments for closers and not being able to schedule appointments through the platform for another user makes this platform almost unusable for that model. I just signed up a week ago and love everything I've used so far, but this functionality (or lack of) is a deal breaker. 

clairehelling
Member

Hello.  We have a BDR team that works with our Sales Reps.  They often are booking meetings on behalf of the rep, but we cannot find a way for the rep to be able become the new owner of that meeting.  

 

Currently, since both Reps and BDRs want "credit" for the meeting, we now have both of them creating meetings with the same people at the same time so it shows up on both ends of reporting.  

 

When I used to use salesforce and was a BDR, I would "Create" the meeting so on reporting I would get the "creation credit" but would reassign the Meeting Owner to the Rep so they get credit for "meeting ownership" and completing the meeting.

 

Is anyone else struggling with this? 

 

Also, when I've asked HubSpot support on where they advise me to tell my team on where the reps and bdrs should log their "meeting notes" they suggest to just do so as a separate "Note" since adding a Comment would not be exportable/reportable. 

 

Again, anyone else think HubSpot needs to step up their games in terms of customizing the meetings feature to better suite teams that have multiple people internal people a part of the same meeting and all looking for attribution?  

sharonkalewski
Member

Totally agree with this one. I often sit on calls and record the notes. When I do my team- mate does not get 'credit' for the call.

slepoidevin
Contributor

@nickmellor I use a different workaround from @spothopper because when I have the SDR book the meeting for the AE, they use a round robin link. So, the "assigned to" is the AE, not the SDR.

 

My workaround for SDR reporting is that I create a unique Meeting Type for each SDR, for example: "Pre-Qualification - SDR 1" "Pre-Qualification - SDR 2" etc. Each SDR uses a round robin meeting link to book their meetings for AEs (either in email or incognito if on the phone), so the meeting link automatically sets the correct meeting type.

The issue I am having is that when the SDR uses the Round Robin link:

  • The meeting will automatically be set with the AE and not the SDR, so then the SDR needs to have the AE add them manually to the calendar invite (which is a pain)
  • Also, it is possible for the SDR to get double-booked
  • It's also not a great user experience. If an SDR, let's call her "Emily" is emailing back and forth with someone and that person books with an AE, let's call her "Allison" then the prospect is confused why they are suddenly now meeting with someone else

I posted this as a separate idea here but wanted to see if anyone on this thread had any advice.

RudyS
Member

3 years laters it has not been implemented...

 

Ben7
Contributor

Please can this be escalated. 

 

  • 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
Benatt
Participant

Also interested on the update on this. 

SPu
Member

We would also need this feature, I think this is a common task in many organisations. Please add this, thank you

DKohler
Member

I have a temporary solution that might help!

 

Hey everyone, I am having the same issue that you all are experiencing. However, with a few tricks - I have found a solution (hopefully not long-term) to work around not being able to transfer meetings.

 

Read below: 

 

1. If the person you plan on transferring the meeting to is not a HB user, create a contact record with their name, business email, phone, etc. IF they are already a Hubspot user move to the next step. 

 

2. Start by creating the meeting (title, date, and time etc.) when you get to the "attendees" section, search for the contact you plan on transferring the meeting too. HubSpot users don't show up by their name for some odd reason. BUT they show up by email, so type in their business email and add them as an attendee. If the business email is google based, this will automatically create a google calendar invite for both parties. 

 

3. If you plan on using a video call, have your sales rep's personal meeting link in a document on hand and copy that over into the notes section of the invite. If the meeting is a phone call, use the same process. 

 

That wraps up the HubSpot side of things. The transferring agent doesn't have to get onto the meeting and you could technically say this is a transfer. But in no way is this a viable solution.

 

The rest of the steps is what I use to transfer the meeting on Google Calendar:

4. Once the meeting has been created, go to your google calendar and click transfer ownership. 

5. Transfer the meeting to the specified representative, remove yourself from the calendar event, and you're good to go. 

 

Hopefully, HubSpot will figure out how to transfer events soon because this process is extremely inefficient....

 

Good luck to you all! 

 

michaelpalmer
Contributor | Partner

Can we get an update on this?

 

Essentially we need to have a combination of a meeting link (So we can see availabilty) and just simplicity of clicking to book a meeting.

 

 

busdav
Member

This is absolutely necessary! Most meetings that we do have more than one employee in it, and employees are definitely nothing to mix with leads.