Great minds think alike

We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc.   Examples:  - Calls: Aircall has to "print" text into the description for the call output - Meetings: we want to confirm them 2 times. We can record in a structured way whether the meeting has been confirmed. - Tasks: we'd like to have importance and urgency as inputs to define priority. We currently can't.   It's going to all allow finer management of tasks, calls, meetings, basically all activity types which a pre-requisite for activity-based workflows: https://community.hubspot.com/t5/HubSpot-Ideas/Activity-based-Workflows/idi-p/204852   As different activity types (calls vs meetings vs tasks) require different information, Hubspot should allow Admins to select which customer property applies to which activity type. ...read more

In order to use the meetings tool, you have to use the Google Calendar Integration. Unfortunately, this syncs ALL meetings, including internal meetings that have no reason to be in the CRM and this generates inaccurate reporting.    A couple of ideas to solve: Add some HubSpot plugin to the calendar booking similar to the log/track settings in Gmail.  Add additional rules in setup to define what meetings are logged  A blocklist similar to what's available for logging emails ("Never Log" list under Sales Settings)  Add some admin tools to turn off certain users from logging/tracking  ...read more

Hi, It would be great to allow a maximum number of meetings to be booked per day. That way there isn't one day with an incredible number of meetings and another day with none. Say the maximum is five per day, then after five meetings through HubSpot are booked, the day would become unavailable. There could also be a choice of whether this affects already scheduled events (non-HubSpot meetings) so say either five HubSpot meetings or five meetings total. ...read more

Hi,  we would like to offer free product demos on the website and use the meetings tool to allow users to book.    However, as a cloud videoconfrencing provider offering virtual meeting rooms (VMRs), we would like to run video meetings to allow multiple guests to join one meeting. It would be great to have the functionality to let multiple users book the same time slot (and set a maximum number of guests per time slot) so we can use our digital meeting rooms. Currently, we will have to use Eventbrite or similar to manage the booking process adding another couple of steps for users and for us to manage. If we could just use Sales Pro that would be so much smoother! ...read more

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.  ...read more

A lot of times, people will send leads to sales reps who do not come through our typical funnel (referrals, blog readers, random connections, etc.) We also have SDR's scheduling meetings for Account Executives. Sometimes they'll send out a calendar link in an email and the person doesn't schedule for 2 weeks.    At the moment, there is no way that I know of to automatically change the HubSpot Owner to the person who they have a meeting with. Esentially, it would be great if, for example, a lead was owned by SDR Bobby, he sent the lead Ed's Calendar, when the lead scheduled on Ed's calendar, the lead HubSpot owner was changed to Ed.  ...read more

While it certainly is great that we can now integrate multiple calendars in the Meeting tool, the events only appear on the default calendar.   It would be great if HubSpot offered the option to choose which calendar/s the events appeared on. For example, in the Meetings tool settings if there were a list of all the integrated calendars with the options to check off "Which calendars would you like to have booked meetings appear on?" so that you do not have to search through several different ones.   A use case example of this would be a customer that perhaps has several different calendars tracking different events at demos@company.com, consultations@company.com, and conventions@company.com. If they have employees booking meetings on all these calendars, sure we now pull the availability from both, but this can be a pain for users that might not have access to the default calendar or primarily use a different one. ...read more

I use the meeting tool extensively in my business.  All of my customer meetings are handled remotely and I use GoToMeeting for each.  My HubSpot Meeting tool is connected to my Google Calendar, and my GoToMeeting instance is connected to my Google Calendar, but GoToMeeting doesn't communicate between Meetings and Google Calendar.   Connecting GoToMeeting to HubSpot Meetings would be very beneficial.  That way I do not have to go into each individual meeting in my calendar and add the GoToMeeting instance.   ...read more

Hi team,   Currently, when someone with an active Meetings link goes on vacation, the process of ensuring that no leads slip through the cracks is cumbersome. Meetings users can adjust their calendar availability, but in today's world, it's crucial to catch leads for demos and consults as soon as they're ready for them. If the only meetings available are for a couple of weeks out, companies can lose those leads.   If your Meetings link is embedded on landing pages, in workflow emails, email signatures, etc., it can be an incredibly manual process to update all of those links with a colleague's Meetings link and then revert them when you return from being OOO. It's also fairly manually to disconnect your own calendar from your meetings link and connect a colleague's calendar.   Instead, we should institute a feature that allows users to redirect traffic going to a certain Meetings link to another colleague's for a few days to a couple of weeks.   Note: This would be for teams that aren't normally using a round robin-style meetings link. ...read more