Sales Hub Tools

tdeascentis
Participant

Meeting Link: Enable scheduler to pick preferred video call platform

Hi All,  Is there a way in HubSpot to enable a person scheduling a meeting with me via my "sales meeting link" or the "insert proposed times" feature to pick their preference, i.e., phone, zoom, Webex, teams, and can I make one of the field required? 

 

Thanks for your help! 

1 Reply 1
kvlschaefer
Community Manager
Community Manager

Meeting Link: Enable scheduler to pick preferred video call platform

Hi @tdeascentis,

 

Thanks for reaching out! 

 

I wanted to refer you to this related thread where @karstenkoehler states that you can add a custom question in the meeting form questions but it will not affect the meeting invite which is sent immediately after a contact books a meeting.

 

In regards to proposed times, you can propose them via a 1:1 email. This knowledge base article explains how to create this kind of email in HubSpot. 🙂 

 

I hope this helps! 

 

Best,

Kristen