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: Being Reviewed
Sep 19, 2021

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!

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

107 Replies
dsecareanu
Contributor

We need this functionality as well. Extremely important for a company working with SDRs and handovers to AEs. Thanks!

LMcGill
Member

We really need this functionality also, for the same reasons everyone else has already mentioned. We have an SDR who books meetings for the Sales Reps.

Mattw123
Member

We need this functionality as well. Extremely important for a company working with SDRs and handovers to AEs. Thanks!

nickbudjml
Participant

UPVOTED, MY FRIEND! 

Status updated to: Being Reviewed
glencornell
HubSpot Product Team

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!

cdinapoli
Participant

Thank you for the update Glen. Looking forward to the updates

EVerbeeck
Member

Would love this option for our sales planners!