I think it would be great to be able to schedule a recurring meeting with a contact. At the moment you can schedule meetings & integrate this with your calendar but you can't schedule it to happen every week, month etc, so you need to continue adding in every meeting each time.
This is a total strategic win for Hubspot. Here is why. Since the pandemic there has been serious rise in recurring meetings, both with internal staff and external clients of various kinds across all kinds of businesses (education, research, financial, health, etc). I have spoken with Calendly but they are not willing or not visionary enough to see this opportunity and build this feature. Acuity scheduling has it, and they have gotten partnership with Squarespace but the interface **bleep**, badly. So, the market is wideopen blue ocean right now. If Hubspot does this feature, it can take significant portion of the sales and delivery business systems market, adding at-least 10% revenue and increasing market share from 29% to 35% within 12 months attributed to the investment in this feature. You can hire me to design, build, roll out this feature and grow the market share.
Adding voice to this idea. Our onboarding and implementation process includes 90 days of recurring meetings that we are currently managing through a ticket setup in our onboarding pipeline. Because the reoccuring meetings do not show up in the ticket entry is always manual.
Not sure how many comments it would take to make it happen, now over two year since the original post, doesn't look promising. 😞
We run recurring support group meetings and coudl certainly use this feature - especially to assist with tracking true attendance in comparison to our full roster of registrants.
We are looking to be able to schedule a series of meetings with our clients and have all of the meetings show up on the calendar and connected to the associated records.
Current Challenge
You are unable to schedule a recurring meeting from within the HubSpot CRM. The only option is to use the meeting scheduling tools of Google, Microsoft, Zoom, or other platforms that allow for reoccurring meetings. The challenge here is that only the first scheduled meeting shows up in the HubSpot CRM. This poses a challenge when a different user wants to see what meetings a client may have upcoming.
Current Workaround
Currently, the only way around this is to schedule each meeting individually from the CRM or your calendar tool. This works but if you are scheduling a series of meetings this can be a bit tedious.
Ideal Solution
Ideally, it would be possible to schedule meetings in bulk from either a sequence or similar capability that would allow one to schedule a reoccurring meeting where each meeting is an individual meeting.
So, for example, You are scheduling a client onboarding series of meetings you would be able to select the template that you want to use for the meeting, the number of meetings, the day of the week they are to occur, and the time of the meeting. HubSpot would then send out the series of meetings that are to take place, with custom tokens in the meeting name and body.
How can this not be planned? Settign up recurring cusotmer sales or support meetings is a pretty fundamental customer management aspect. It is crazy that ythis is not catered for. IT then means every meeting must be set up iindividually or reporting has to be done manually out of Outlook, which is not the point of a sales and service system!
