Adding a place to a meeting / linking meetings from other people

karstenj
Member

Hi, 

 

I am testing hubspot. Coming from Daylite CRM and wanting to switch. Two questions:

 

1) Where can I enter a place for a meeting? For example I want to invite someone to a lunch meeting and when the invitation gets sent out it needs to have the address of the restaurant (Google calendar integration). Having addresses / places in calendar entries is standard in all calendar applications. Have not found something similar within Hubspot.

 

2) I get invitations to meeting from other people (not hubspot). These end up in my google calendar. I need to then link these to my contacts, deals etc. How can I do this?

 

Regards

Karsten

10 Replies 10
edjusten
HubSpot Employee

Hi @karstenj   Physical location properties are not yet available in the meetings tool. 

 

Click here to find out how to integrate your Google Calendar with your HubSpot CRM. Once integrated, if a contact invites you to a meeting, that meeting will show on the timeline. If you want to integrate your calendar with your Meetings tool, follow these instructions. Meetings created by your contacts will still show on the contact's timeline. 

 

Thank you,

Ed Justen


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whitepeak_io
Participant

This is really an important feature to add. Every meeting ever set needs to have the "location" included. Not including location is similar to not including the date or time of the meeting.

royroyroy
Member

I havre the same issue. A quick fix would be to not automatically invite people to meetings set in Hubspot. Then users could go into the google invite, add the address and then invite. As it is now, I wind up sending two invitations to all my contacts, one without the address and then an update with it.

dressegger
Participant

The point of a good CRM is not to have to have to many quick fixes/ work arounds

0 Upvotes
MainSpring
Participant

I'm having the same issue. We set meetings with physical addresses, not virtual meetings, so it's required to have the ability to pick an address, or even default to prospect's address since we usually meet at their offices for the sales meeting. 

Svenvanophem
Participant | Gold Partner

Totally agree with this! We have always a physical location when we book our meetings...

eribor
Participant

Couldn't agree more, this feature is basic and just needs to be there asap.

SecretNerdDad
Participant

How is this still not a feature?

kylet
Participant

This needs to be added if not fixed already. 

0 Upvotes
PamCotton
Community Manager

Hello @kylet 

 

I was able to find a similar post in the HubSpot Community Ideas forum. Upvoting here will alert our Product Team to the popularity of this request. Doing so will also auto-notify you if/when this functionality becomes available within HubSpot. You may read more about how that review process works here.

 

The last update from our team :

 "For transparency, I am updating this issue from "In Planning" to "Not Currently Planned" because we won't be able to get to this in the next quarter. Adding users to a meeting invite, or removing yourself, is important to any sales teams structured with an SDR/BDR to Account manager handoff.  We are evaluating this closely, I will provide an update here once we are able to review this for planning."

 

I hope this information helps.

Pam

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