Currently, when logging a meeting in HubSpot, only one user can edit the meeting note at a time. This limitation reduces collaborative efficiency during meetings with multiple internal participants. Use Case: In many organizations, multiple HubSpot users (e.g. Sales, Customer Success, Product) attend the same meeting with external stakeholders. During the meeting, they want to jointly take notes, assign tasks, and record important details in real-time directly within HubSpot. At the moment, they must resort to external tools such as Slack, Google Docs, or Zoom chat to communicate and co-edit notes during a live call — only later copy-pasting the final version into HubSpot. This is inefficient and risks information loss or inconsistencies. Proposed Feature: Enable real-time collaborative editing of meeting notes in HubSpot. Key capabilities would include: Multiple HubSpot users can open the same meeting log simultaneously. Live typing and changes are synced across all viewers (similar to Google Docs). Optionally include a lightweight comment or inline chat feature within the note for internal-only discussion during the meeting. Benefits: Streamlines collaboration during meetings. Reduces reliance on third-party tools like Slack or Google Docs. Ensures all relevant meeting information is stored directly in the CRM context. Improves real-time coordination, especially for cross-functional teams. Impact: This feature would significantly improve productivity and data accuracy for teams that collaborate on deals, tickets, or customer engagements within HubSpot. It would also reinforce HubSpot as a central collaboration platform, reducing tool fragmentation
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