Sales Hub Tools

NVejby
Teilnehmer/-in

Add message when booking a meeting

lösung

Hello 

 

We're using the Hubspot Meetings tool quite a lot and it would be great if the client had the opportunity to add a message or a note when booking a meeting with us. This way we would actually have a way to prepare better for the meetings that are booked externally.

Alternatively it would be nice if the client could add a meeting topic.

Does anyone know if this is possible?

 

Thanks!

2 Akzeptierte Lösungen
Crystal_Hopper
Lösung
Autorität

Add message when booking a meeting

lösung

Hi @NVejby! My account does not have the paid version for Meetings. However, if you do you can add other contact properties, like Message (a default Hubspot field), or custom questions to your meetings form.  Would these options work for you?

 

Crystal_Hopper_0-1619019701272.png

 

***************************
Did my post solve the questions or challenge? Please mark it as a solution for others to find.

Lösung in ursprünglichem Beitrag anzeigen

himanshurauthan
Lösung
Vordenker/-in | Elite Partner
Vordenker/-in | Elite Partner

Add message when booking a meeting

lösung

Hi @NVejby,

 

Yes, you can allow your clients to add a message/note or any other questions by adding/managing questions from the Form Questions section of the meeting, from sales > meetings > edit meeting.

 

image_2021_04_22T04_56_50_527Z.png

 

 

Hope this helps! 

 

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology

Lösung in ursprünglichem Beitrag anzeigen

3 Antworten
NVejby
Teilnehmer/-in

Add message when booking a meeting

lösung

Thank you both @Crystal_Hopper and @himanshurauthan! This is exactly what I was looking for 🙂

himanshurauthan
Lösung
Vordenker/-in | Elite Partner
Vordenker/-in | Elite Partner

Add message when booking a meeting

lösung

Hi @NVejby,

 

Yes, you can allow your clients to add a message/note or any other questions by adding/managing questions from the Form Questions section of the meeting, from sales > meetings > edit meeting.

 

image_2021_04_22T04_56_50_527Z.png

 

 

Hope this helps! 

 

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology
Crystal_Hopper
Lösung
Autorität

Add message when booking a meeting

lösung

Hi @NVejby! My account does not have the paid version for Meetings. However, if you do you can add other contact properties, like Message (a default Hubspot field), or custom questions to your meetings form.  Would these options work for you?

 

Crystal_Hopper_0-1619019701272.png

 

***************************
Did my post solve the questions or challenge? Please mark it as a solution for others to find.