Sales Hub Tools

JTurrell
参加者

Meeting filters

解決

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. 

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Jigar_Thakker
解決策
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

Meeting filters

解決

@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.

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Jigar_Thakker
解決策
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

Meeting filters

解決

@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.

JTurrell
参加者

Meeting filters

解決

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? 

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Jigar_Thakker
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

Meeting filters

解決

@JTurrell 

 

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

 

JigarT_1-1694774990234.png

 

 

 

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JTurrell
参加者

Meeting filters

解決

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

 

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Jigar_Thakker
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

Meeting filters

解決

@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!

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JTurrell
参加者

Meeting filters

解決

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.

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AUlusan
メンバー

Meeting filters

解決

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...

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Jigar_Thakker
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

Meeting filters

解決

@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

 

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isabelvx
参加者

Meeting filters

解決

This works for reports and lists, but is there a way to see these filters info in a view?

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