Sales Hub Tools

JTurrell
Participant

Meeting filters

SOLVE

I'm looking for a way to create a list or view of contacts that had meetings with us in a particular month. Is this possible? I know it's possible to see in every contact record but I'm looking for an overview so we can evaluate conversions against marketing touch points. 

0 Upvotes
1 Accepted solution
Jigar_Thakker
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Meeting filters

SOLVE

@JTurrell 

 

Yes, you can filter your Contacts and save them in your view here is a filter : 

 

JigarT_2-1694704666268.png

 

JigarT_3-1694704734862.png

 

Let me know if you have any follow-up questions. 

 

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com

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8 Replies 8
Jigar_Thakker
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Meeting filters

SOLVE

@JTurrell 

 

Yes, you can filter your Contacts and save them in your view here is a filter : 

 

JigarT_2-1694704666268.png

 

JigarT_3-1694704734862.png

 

Let me know if you have any follow-up questions. 

 

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com
JTurrell
Participant

Meeting filters

SOLVE

Thanks, that's great. What about if a meeting didn't get booked through Hubspot but it has been 'logged' on a contact's activity. Is there a way to pull those through? 

0 Upvotes
Jigar_Thakker
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Meeting filters

SOLVE

@JTurrell 

 

In that case, try to filter out contacts with these filters : 

 

JigarT_1-1694774990234.png

 

 

 

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com
0 Upvotes
JTurrell
Participant

Meeting filters

SOLVE

What do you suggest we would put as the tool source? I'm referring to people where we have logged a meeting on their activity section. 

JTurrell_0-1694775267916.png

 

0 Upvotes
Jigar_Thakker
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Meeting filters

SOLVE

@JTurrell 

 

Please let me know apart from the meetings tool in HubSpot from which source contacts can book a meeting with you then only I will be able to provide the exact solution!

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com
0 Upvotes
JTurrell
Participant

Meeting filters

SOLVE

Occasionally, team members will simply share a Google calendar invite with the person they're meeting so it isn't 'tracked'. However, when this happens, we will log that a meeting has happened with a particular contact (as shown in the image I sent. So, to clarify, I'm looking to filter through any 'logged' meetings as well as meetings booked through the Hubspot system.

0 Upvotes
AUlusan
Member

Meeting filters

SOLVE

Hello - I am looking for the same solution. Did you find it yet? It does not look like @Jigar_Thakker  they even understood your issue...

0 Upvotes
Jigar_Thakker
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Meeting filters

SOLVE

@AUlusan @JTurrell I am not sure you will get the data from this because in my account the meetings were not booked from the external tool but you can try out this filter and create a custom report for this I think it will work in your case: 

 

Jigar_Thakker_0-1712142150486.png

 

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com
0 Upvotes