HubSpot Ideas

LindsayRios

Workflows to Log meetings and Calls

It'd be great to add abillity for workflows to log meetings and calls to automate sales teams activity when they move their pipeline along. Ex: When a deal is created and my first step in that pipeline is Discovery call scheduled. I now logs a discovery call on the company/contact record. When the stage moves to demo scheduled, the same occurs etc.

13 Comentários
BRXPerformance
Membro

I agree with this. We use acuity as it just has a few more robust features than hubspots meeting link at this time. It be great to auto log those meeting activities in Hubspot

jrsterny
Membro

This would be super useful

BZMallard
Membro

Yes I'm trying to log meetings scheduled through Calendly or Zoom, so we can report as sales activities.

MBoccara
Membro

yes using a workflow to log  the result of a call when the team has forgotten to fill it, would be very usefull

nitem2
Participante

This would be very useful. Our sales rep use Contact > "Log Meeting" after a meeting, and they mark meeting either - completed, no show, rescheduled etc. It would be great if we can move the Deal record based on what happened to the meeting i.e. completed, no show etc. But those fields don't seem to be available on Hubspot.

KBergan
Participante

I would like to use workflows that when emails are sent with the subject Meeting Notes, that it would log the content of the emails as a meeting.

DAmore_Scompler
Membro

"yes using a workflow to log  the result of a call when the team has forgotten to fill it, would be very usefull"

 

We would like to use it as a template with predefined steps in it to help people, who are in the meeting, ask the right questions.

Like:

 

Question 1 to our customer

[fill here the answers]

 

Question 2 to our customer

[fill here the answers]

 

....

ABeian
Participante

+1

 

Pairing this with the proposed ability to set the call and meeting type via workflow, means we could automate the whole manual work of logging these sales activites. Yes, please!

KLorenc
Membro

Logging calls with workflows would be very useful for us too

MTesolin
Membro

This is a basic functionality missing in Hubspot. 

BPhillips26
Membro

+1

SThompson3
Participante

+2

Jsteele2
Membro

needed asap?