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
Just tried the beta for this, but "booking on behalf is only available to paid users."
So after all this, I can only schedule a meeting for another user if they have a paid seat. What is the point in that? We have already upgraded to a sales professional subscription, and now HubSpot expects us to upgrade to monthly paid seats for every user we have for this feature to actually work? If that's the case then this is extremely disappointing, and quite frankly pointless.
Any user, whether they have a paid seat or not, should be able to schedule a meeting on behalf of another user. And it should not matter whether that other user they are scheduling for has a paid seat either.
I agree. This is basic functionality that has been missing. Was very excited to see that the beta had been added, but then was completely let down to see it was unavailable to me. The community has been waiting 6 YEARS for this to be added! We pay for 3 seats, but cannot justify the cost of the professional subscription. So am I to just understand that a pull down menu to book for others is limited to certain users? Please open this up to everyone.
I'm happy to share that after some time in beta, this functionality went live to all in July this year! You can now book meetings on behalf of others from any CRM record for users with a Sales Hub or Service Hub Pro+ seat. You all had been asking for this for a long time and I appreciate your patience.
@MParham unfortunately 'booking on behalf' is only available to paid users with a seat, so our call handlers that book appointments for the sales team, have to be the hosts, clogging up their calendars with meetings they don't attend. So this feature is essentially irrelevant for a company like us that would need to pay for seats for all our HubSpot users, which is not feasible.
@MParham While I appreciate your team working to get this feature added, I am confused as to why something so basic would be put behind the "pro" paywall. This is not some complicated AI tool, or IFTT automation. It is basic funcitonality, and our small team does not have the resources, nor the need to pay for the extra monthly charges. Can this please be added for those of us with a tighter budget/standarard account? Thank you!
Agree that this functionality is almost pointless when you have to pay for a pro seat. We have hundreds of staff but only a small group of people that need to book meetings on behalf of other people. It's not feasible for us to have hundreds of people on the pro seat. Other CRMs offer this as a standard feature - it's such a common sales workflow.
We are also completely disappointed! We are already paying for all our call handlers who should book on behalf of our sales team. Our sales team doesn´t have to use a paid seat and we will surely not buy a license for everyone of them. So, this feature is completely useless. You should really consider changing the way your are providing this basic funtionality
