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.
The Process would look something like this.
Meeting Scheduling Form
Reoccurrence Settings Outcome
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