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

HubSpot updates
Status updated to: Not Currently Planned
Apr 27, 2020

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

Status updated to: Idea Submitted
Sep 20, 2017

Re: Schedule a meeting for another hubspot user - changed to: Needs Detail
Jul 28, 2017

66 Replies
VagaeNatus
Key Advisor

@glencornell 9 months you said you were not planning to deliver that within the coming quarter.

  • Now that 9 months has passed, can we please revise this?
  • Also, what does mean "Not currently planned"? I can see multiple possible meaning and setting this idea to "Not currently planned" because you don't think it will be delivered within the quarter sound confusing. Does it mean "No date yet"? Or "Outside product roadmap, unlikely to ever be released"? Or "Not planned for this quarter"? If it's the last one, it must be revised everyquarter.
Igna
Member

This feature is a must for any sales team. Please give it the priority it deserves. Thank you so much.

FlywheelKinetic
Participant

Huge opportunity for a Business Development or even Receptionist role to have a "booked" and "shown" appointments metric without having to attend or HOST each meeting. 

JStanlake
Member

We definitely need this functionality. It does seem a little crazy that one person can't book a meeting on behalf of someone else when this tool is pitched at selling and therefore sales reps/teams.

 

Any workarounds people are using? The most common seems to be to use the sales rep's meeting link (external to HubSpot) and put in the prospect's details that way. But you can't add multiple internal contacts...

michaelpalmer
Contributor

We've been using the reps meeting link with Incognito so that tracking is not present. That is the only way we've been able to figure it out for now.

bunse
Member

Definitely need this in place. Found out the other week that much of our data for 1st meetings booked and attended are not correct thanks to this.

 

This is a must for any modern sales organisation. Give this functionality the priority it deserves. And please let me know if this becomes a beta.