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
Schedule a meeting for another hubspot user from contact recordCommunity Manager
changed to: Idea Submitted
Sep 20, 2017

Schedule a meeting for another hubspot user from contact recordHubSpot Product Team
Re: Schedule a meeting for another hubspot user - changed to: Needs Detail
Jul 28, 2017

43 Replies
HubSpot Product Team
HubSpot Product Team
updated to: Needs Detail
 
GLacroix
Regular Contributor

You cannot schedule a meeting for someone else.  By way of example: A junior sales assistant setting a meeting for their boss.  

troelsfeodor
Top Contributor

This is something we really need.

Our sales workflow is that an SDR books a meeting for an AE. This is currently not possible and we have to find workarounds.

 

We would want to be able to report both on the number of meetings booked for a colleague as well as the number of meetings held that were booked by someone else.

Trevor
Regular Contributor

Here here. Currently, there is no way to record and report a meeting that was scheduled regardless if it actually performed or not. What is needed is a permanent entry into the company/contact record providing the following details of the meeting:

 

  • 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

The crucial part is having an entry that persists regardless of whether the meeting was actually held. This will allow reporting on how many meetings were scheduled, how many were performed (and not performed), how many meetings it took to close the account. Currently, if the meeting doesn't perform, the calendar entry is removed from google calendar (this is a must) and it is removed from Hubspot via the google calendar integration.

 

ndwilliams3
Regular Advisor

I agree,

We have a similar process. A Development Rep calls leads from specific sources and books appointments for the Sales Rep.

Should be able to add additional Hubspot users and remove yourself from the meetings.

 

 

Sara
Regular Contributor

We also need a meeting location field linked with gcal and google maps since our process requires the meetings to be held at the client's house.

A check in location feature would also be very useful in meetings for supervision purposes.

 

Community Manager
Community Manager
updated to: Idea Submitted
 
s0utherndandy
New Contributor

has this been implemented yet? 

JFT
New Contributor

this would be great

spothopper
Occasional Contributor

Having just the same problems - SDRs vs SalesReps - Just creating meetings/having meeting.

 

Couldnt agree more with list that 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

 

Do we have any news on this?

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
Top Contributor

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.