Meeting filters

[JTurrell]

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. 

[JigarT · Accepted solution]

@JTurrell 

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

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

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[JTurrell]

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? 

[JigarT]

@JTurrell 

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

[JTurrell]

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. 

[JigarT]

@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!

[JTurrell]

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.