Sales Hub Tools

BenGro
参加者

Synchronize several calenders as resource with one hubspot meeting

解決

How we currently use the Meeting tool:

  • The idea is to allow our customers to book a meeting for training and support through the HubSpot meeting tool
  • We currently have two employees available to provide these training and support sessions (perspectively even more)

Problem:

  • The meeting tool offers free time slots based on the predefined availabvle times and the synchronization with one calender (google calenders in our case) 
  • This doesn't represent our actual capacity for the trainings / support because it only reflects one of the two employees capable of providing the training & support

Question: 

  • Is it possible to set the meetin tool up so that  it will check the synced calenders of two employees for free time slots and offers time slots in the meeting page as long as one  of the two calenders shows an open slot?
  • If not, has somebody sucesfully implemented a workaround he/she is willing to share?
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MFrankJohnson
解決策
ソートリーダー

Synchronize several calenders as resource with one hubspot meeting

解決

Sounds like a clear case for HubSpot's Round Robin Availability team meetings link option.

 

This team meetings link shows the individual availability of all selected team members. -- see Create a team meetings link.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

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3件の返信
mallory_gsp
投稿者

Synchronize several calenders as resource with one hubspot meeting

解決

There's no way to prioritize availability, though! Would be helpful for each teammate to set their own availability, then allow us to prioritize one teammate over the other. Additionally the meetings tool does not allow the end user to invite multiple folks from their team. 

0 いいね!
MFrankJohnson
解決策
ソートリーダー

Synchronize several calenders as resource with one hubspot meeting

解決

Sounds like a clear case for HubSpot's Round Robin Availability team meetings link option.

 

This team meetings link shows the individual availability of all selected team members. -- see Create a team meetings link.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
BenGro
参加者

Synchronize several calenders as resource with one hubspot meeting

解決

Awesome! Thanks!