Sales Hub Tools

MGoldsmith
Member

Ability to Copy from Contact Property Date Meeting Scheduled NOT from Meetings Tool

SOLVE

Currently you can only copy the contact propoerty "Date Meeting Scheduled from Meetings Tool", however I use an Outlook integration on meetings, and would like the ability to copy the field "Date Meeting Scheduled" from other sources.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Ability to Copy from Contact Property Date Meeting Scheduled NOT from Meetings Tool

SOLVE

Hi @MGoldsmith,

 

With some external meeting tools this is already possible but it always requires an integration. I don't expect that HubSpot will develop something here that works for various tool providers out of the box, unfortunately.

 

I'd recommend checking whether you can find an integration between the tool that you're using and HubSpot – or choosing another tool that integrates with HubSpot. When there is an integration, new properties are usually created which store the meeting information.

 

You can search integrations on the HubSpot App Marketplace: https://ecosystem.hubspot.com/marketplace/apps/all-categories

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Ability to Copy from Contact Property Date Meeting Scheduled NOT from Meetings Tool

SOLVE

Hi @MGoldsmith,

 

With some external meeting tools this is already possible but it always requires an integration. I don't expect that HubSpot will develop something here that works for various tool providers out of the box, unfortunately.

 

I'd recommend checking whether you can find an integration between the tool that you're using and HubSpot – or choosing another tool that integrates with HubSpot. When there is an integration, new properties are usually created which store the meeting information.

 

You can search integrations on the HubSpot App Marketplace: https://ecosystem.hubspot.com/marketplace/apps/all-categories

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.