Sep 21, 2021 8:42 AM - edited Sep 21, 2021 8:44 AM
I'm a Sys Admin for my company and we're just starting to get to grips with HubSpot.
I've set up a Zoom meeting with our MD just as a test of the fucntionality. I created a scheduling page under Sales > Meetings, sent him the link and he booked himself a test meeting. We can both see the meeting in our calendars, so no issue there.
When I go to Sales > Tasks > Schedule, I can see the meeting, but when I hover over it, the 'Launch meeting' option is disabled, with a tooltip that says the meeting has no link and I need to add one.
Problem is, it does have one, otherwise we'd never have got this far surely?
Can anyone please direct me to what I'm missing here, it's driving me crazy. How am I supposed to launch the meeting from within HubSpot if not here? Or how would I appease the HubSpot gremlins' demands by adding a link so I can launch it from my Schedule?
If it's relevant, we're all on HubSpot Enterprise. Have checked the Knowledgebase and elsewhere online, but nothing points to my exact issue.
TIA for any assistance offered.
Sep 21, 2021 6:24 PM
I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real time assistance for this matter, including hopping on a screenshare if necessary.
Sep 22, 2021 4:17 AM - edited Sep 22, 2021 5:14 AM
Hi @PamCotton ,
Thanks for replying.
There definitely is a link, because it shows up in the Outlook calendar entry and we can launch it from there. For whatever reason though we just can't launch it through hubspot.
We need to be able to launch the meeting in HubSpot so that it is logged and transcripted. Is there something I'm missing or is this a HubSpot issue?
Also, I checked your link but the steps don't seem to reflect what options I have under Sales > Meetings. I don't have "Create a meeting", I have "Create sheduling page" which is what I did, and selected Zoom as the option for video conferencing in there. Screenshot for reference: