Sales Hub Tools

iadame
参加者

Copy an Internal Rep on the Pre-meeting Reminder sent to Attendees

解決

Hello! Hope you are ok!

 

I've set up the built-in Pre-meeting email reminder sent to contacts/attendees for meetings booked via Hubspot. I works amazingly for the attendees.

 

Screen Shot 2022-03-14 at 16.23.27.png

HOWEVER, my reps are asking if there there a way in which that same email reminder 1 hour before the event can also be sent to them?

 

I tried using a workflow with this workaround:

https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Workaround-Custom-meeting-reminder-email...

 

but the email notification for my team is not as pretty and I cannot add the Zoom link automatically!

 

Thanks in advance!

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Copy an Internal Rep on the Pre-meeting Reminder sent to Attendees

解決

Hi @iadame,

 

As far as I know, that's currently not possible, at least not out of the box. Users can't be copied on outgoing system emails. It can probably be achieved with custom code actions, copying the meeting information (e.g. the participants) into custom properties. That would however require Operations Hub Professional.

 

Have your reps considered setting up reminders right within their calendar? Google Calendar, Outlook etc. all have options for a reminder pop-up before a meeting:

 

Modify Google Calendar notifications

Set or remove reminders

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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3件の返信
JWheeler3
参加者

Copy an Internal Rep on the Pre-meeting Reminder sent to Attendees

解決

Honestly what a joke. Every single calendar app has this feature incuding the free calendly version. How can HS not have this feature?????

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Copy an Internal Rep on the Pre-meeting Reminder sent to Attendees

解決

Hi @iadame,

 

As far as I know, that's currently not possible, at least not out of the box. Users can't be copied on outgoing system emails. It can probably be achieved with custom code actions, copying the meeting information (e.g. the participants) into custom properties. That would however require Operations Hub Professional.

 

Have your reps considered setting up reminders right within their calendar? Google Calendar, Outlook etc. all have options for a reminder pop-up before a meeting:

 

Modify Google Calendar notifications

Set or remove reminders

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

iadame
参加者

Copy an Internal Rep on the Pre-meeting Reminder sent to Attendees

解決

Thank you so much for your time and quick reply!! So sad to hear this! They've got their calendar №ifications on. The thing is that the automatic email sent to attendees from Hubspot is way nicer and has the zoom link on it, which would make that reminder much better!

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