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

HubSpot Updates
In Planning
November 09, 2021 12:12 PM

Hi Community,

 

Sharing an update with you all to let you know that we've been following this closely the last several months and have begun to plan out a series of changes to the scheduling experience from a CRM record that would allow users to schedule meetings on behalf of other users, and more. For now, I'll share these concepts to show you how this might look. Details are subject to change based on technical limitations and feedback, but in summary we plan to include the following functionality in this experience: 

  • Schedule a meeting on behalf of another user
  • Reference availability for yourself or other users
  • Set and view location of meeting events from a CRM record (including Microsoft Teams)
  • Create custom outcomes for meeting events

 

One-off_scheduling__reduced_size_.pngOne-off_scheduling__expanded_.pngtimeline_event_details.png

Being Reviewed
September 19, 2021 03:16 PM

Hi Community,

 

We are planning to prioritize some updates to scheduling from a contact record, which includes a solution that would resolve this issue.

 

Here are some details about current work which will influence our team's timing and ability to begin working on this solution:

The team is currently working on 2 projects:

  1. The ability to insert specific, clickable times into emails
  2. The ability for attendees to cancel and reschedule using the Meetings scheduling experience (idea here)

 

We then plan to pick up this project once the above 2 projects are out. This will likely happen later in Q4 or early next year. 

 

The solution we have in mind is currently being evaluated and reviewed internally, but we hope to make some changes to the scheduling experience on the contact record to:

- allow users to schedule on behalf of other users

- allow users in invite other users to meeting scheduled

- provide the ability to view calendar availability while scheduling from a contact record

 

Thanks everyone for sharing your feedback and comments on your use-cases how you'd like this solution to work!

Not Currently Planned
April 27, 2020 03:47 PM

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

Idea Submitted
September 20, 2017 09:06 AM

Re: Schedule a meeting for another hubspot user - changed to: Needs Detail
July 28, 2017 12:51 PM

147 Replies
JodieG
Member

Yes please!! My goodness, how is this not already a thing? We only just started with Hubspot and didn't even think to ask about this because it's such a basic thing. We have appointment setters who schedule meetings on BEHALF of the sales reps. To have to leave Hubspot to make that meeting is inefficient and creates steps that can be missed. 

 

We need to be able to schedule for a prospect FOR other users and have it marked in that user's activity feed, but the BOOKING of that meeting, would like to see that in the Liaison's activities. That last part may be pie in the sky, but goodness... please, for the love of all that is sacred in sales, this is something fundamental. 

TErickson_OW
Participant

Please this absolutely needs to be moved up on the Dev Schedule. We have sales team members scheduling hand off to our operations team members and they need to invite them to the meeting. 

EHirsch
Participant

Scheduling meetings for others - required. 

adding an HS user to a meeting is REQUIRED. 

When can this be expected? It seems like this was identified long ago but is not making progress. 

MilanMahovsky
Member

any progress in this?

alirezaabb
Member

Hello,

 

Would you please update us that when this will be available?

 

 

DanielFjord
Member

We really need an update on this soon. Seems weird this essential feature is not available. 
We just need the opstion for our apointment settlers to books meetings for our sales reps, without them being invted to the meeting too. Should be that hard 😞 

MSkogen
Member

Hello,

 

Any update here.  We need this feature as well