Sales Hub Tools

NVejby
Participante

Add message when booking a meeting

resolver

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!

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Crystal_Hopper
Solução
Conselheiro(a) de destaque

Add message when booking a meeting

resolver

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

 

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himanshurauthan
Solução
Autoridade no assunto | Parceiro Elite
Autoridade no assunto | Parceiro Elite

Add message when booking a meeting

resolver

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

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3 Respostas 3
NVejby
Participante

Add message when booking a meeting

resolver

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

himanshurauthan
Solução
Autoridade no assunto | Parceiro Elite
Autoridade no assunto | Parceiro Elite

Add message when booking a meeting

resolver

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
Solução
Conselheiro(a) de destaque

Add message when booking a meeting

resolver

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.