Multiple users in one meeting

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New Contributor

Can I create a meeting with a contact and invite more than one user apart from just myself?

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New Contributor

Yes, but the attendees list just shows me people in my contact list and not the users of the CRM (employees of my company).

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Community Superstar

That is correct @danielrodri. HubSpot meeting attendees must also reside in the CRM as contacts.

 

Solution: Add employees to the CRM if you'd like to include them in HubSpot meetings.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Be well,
Frank


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Community Superstar

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: Can I create a meeting with a contact and invite more than one user apart from just myself??

 

Short A: Yes.

- see image (item #3)

Source: Schedule a meeting with a contact in a recordSource: Schedule a meeting with a contact in a record

- see Schedule a meeting with a contact in a record

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

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New Contributor

Yes, but the attendees list just shows me people in my contact list and not the users of the CRM (employees of my company).

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Community Superstar

That is correct @danielrodri. HubSpot meeting attendees must also reside in the CRM as contacts.

 

Solution: Add employees to the CRM if you'd like to include them in HubSpot meetings.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

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Regular Contributor

We have a similar issue where on our dashboard for our CSMs, they want to be able to see their upcoming meetings. But because the meeting can only be assigned to one user, it does not appear on their list when they are just an attendee via the CRM. 

 

Selling teams are a very common, unsure why almost no tools support this. All other objects now have the ability to have multiple HubSpot owner/roles, I feel like tasks or AT LEAST meetings should have this functionality as well. 

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Community Superstar

Noticed a couple related topics that may warrant separate discussion on their own ...

 

The separate ability to see UPCOMING meetings on dashboards is related, but different functionality. Would be a good addition to the ideas form.


The separate requirement to get 'credit' for having attended a meeting (in the past) may be handled by manually logging the meeting in the CRM. Again related, but different functionality with a built-in solution -- i.e., "Add employees to the CRM if you'd like to include them in HubSpot meetings".

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

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Occasional Contributor

Hi Frank, I'm not sure what you're suggesting about the historical meetings. I do manually logged the meeting in the CRM but I can't add my colleague except as a contact.

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Occasional Contributor

I need this too. It won't work as contacts. It needs to be users so that the user can get credit in the dashboard of the number of meetings they've had.

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Regular Contributor

Yeah second this. Its really inconvenient not being able to log a meeting for each of the salespersons involved in one meeting. Each person would have to log a meeting with same customer for it to show in their numbers and reporting etc.