HubSpot Ideas

Sara

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

142 Replies
andre_ferreira
Member

Same here @NicholasWebster !

 

ShamashA
Participant

Just want to add an important point regarding the ability to schedule meetings on behalf of other users:

From a reporting perspective, it would be extremely valuable for us to measure the number of meetings that a specific user has scheduled on behalf of another user. E.g. measuring the number of meetings that a specific SDR has scheduled with a sales rep, i.e. meetings where the SDR is the creator of the meeting but not the organizer.

 

Hope that makes sense and if someone knows of a way to achieve this already, please let me know.

cdinapoli
Participant
We’re right there with you
CWhitelock
Member

Do we have an update on when this might be chnaged? 

 

I also agree with @ShamashA it is very important to be able to report on this. 

obouziane
Member

Fantastic ! Let us know if there's an opportunity to opt into a beta 🙂

laurabren
Participant

@glencornell wondering if these plans also include related task capabilities? Often when a meeting has shared responsibilities in a team, the supporting team member may also help with tasks -- the ability to reassign them would be very useful.

ADiCola2
Member | Elite Partner

What is the update on this?  I do not see movement since November of 2021

BreannBailey
Member

Because we have Technical Account Managers and Sales Reps on the same calls, it would also be ideal for us to have the capability for more than one meeting organizer, so they both receive credit from a reporting and metrics perspective.

BKoons
Member

I need two things: 

 

1. For my SDR to be able to assign a Discovery Call Meeting to an AE. 

2. If a meeting get's automatically booked from our Calendly page - I need a way to notate who the SDR is on that meeting. Currently all it says in reporting is: "Activity Created By - Unknown User" - because it came from the Calendly integration. 

 

ECosters
Member

Hi, 

 

When will this functionality become available?

 

A lot of us are waiting...

 

tx!

STrotter
Participant

I am a new user getting everything organized for my team.  This feature is really important for us, and seems like a no-brainer.  Can we get an update please?

LMeert
Top Contributor | Platinum Partner

Hi @glencornell,

Just a quick question about this much needed feature.
Any ETA for a private/public beta ?

You mentionned Q4 2021 or early 2022 but we haven't heard from your team since then.

Many thanks,

Ludwig

EgginEgginEggin
Participant

Absolutely needed ASAP... This is a massive pain for BDR teams to leverage and setup sales people. Constantly juggling links for new people and struggling to include others when setting up meetings in their calendar.

 

laurabren
Participant

I will forever be +1-ing this until it is implemented! BDRs are commonplace now....we need to be able to report on this! Perhaps there's two separate properties: 1) activity created by, and 2) activity owner/meeting lead?

STrotter
Participant

Our current workaround is to have our Sales Support Team book using the rep's meeting link, but it is sloppy.  

 

I also REALLY hope that this isnt pigeon-holed for the top tier subscriptions.  We are a standard account, and this should be basic enough to be included.  

ŁSawrasewicz
Participant

It is highly important to be able add additional user when you log a meeting or scheduling a meeting. 

Adding only contacts isn't solution. Without adding additional user to the activities we need to report the same activity multiple time by multiple useres.

HHunt1
Member

Definitely need this in our company. Have only just found this thread, but seems like it's been in planning for a very long time?

TMaskell
Member

This would definitely be a great addition

moc1996
Member

Has there been any progress on this?  The last update I see is November. 

 

MBotfield
Member

This is a basic functionality for any sales tool, lets get this ASAP Hubspot.