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MSGAConsulting on March 12, 2024
I'm finishing buildout of our internal "workflows" into our HubSpot Sales account. One item that keeps coming up is issues with differences in the "Schedule a Meeting" button within a contact, and the Meetings Tool where you build meeting templates. read more
1 upvote
2 Replies
Participant
March 12, 2024 07:25
That's part of my issue. Using a Meeting Link during a workflow whereby an SDR is dialing and primarily working out of the Contact View, without any ...read more
Solved
JHinckley on February 13, 2024
I understand that you can create "Group" meeting schedulers, and that is good. However, there are members of my team that are not part of the SalesHub that I often want to include on various "meetings" that I schedule with clients and prospects. read more
1 upvote
1 Reply
Accepted Solution
Most Valuable Member | Diamond Partner
February 13, 2024 16:41
Hi @JHinckley , this is a really great idea and with the suggested times feature being new, I think it would be really helpful feedback for the prod...read more
Solved
Casady54 on January 30, 2024
Hello, I am looking for advice on the workflow I've attached. The goal of this workflow is to assign ownership of a contact, create a deal, and assign a deal stage based on a meeting booked. The stage of the deal is determined based on the meeting read more
0 upvote
1 Reply
Accepted Solution
Key Advisor | Diamond Partner
January 30, 2024 11:46
Hi @Casady54 , Try using Activity Assigned To = HubSpot User for that branch.
clarinda on January 28, 2024
Hi, Is there a way to know what landing page generates more booked meetings? We are running ads on different landing pages, and would like to know which of them generates more booked meetings. Thanks, Diego
0 upvote
2 Replies
Participant | Partner
January 28, 2024 23:54
Hi @Jigar_Thakker , Thanks for the reply. Could you please elaborate a bit more? What type of report (single object, attribution, etc)? wha...read more
Solved
JMayhew6 on January 22, 2024
I'm wondering if any other users have encountered this problem, and if so, if you have figured out a solution; either in the form of an integration, or through some other means. I was trying to create a new scheduling page for a meeting link read more
0 upvote
3 Replies
Accepted Solution
Member
January 23, 2024 12:01
Hi @JMayhew6 , Calendly supports this feature, you can find more information using the link below. This feature lets you set a multi-person event...read more
Solved
lnorden on December 06, 2023
Hello, Our team has started running into Meeting scheduling issues. For some reason when selecting a date now, the scheduler auto selects a roughly 12+ hour time window and then won't let us change the end dates or reduce the meeting length time read more
0 upvote
7 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
December 08, 2023 09:08
@lnorden I ran into this issue recently too and was pulling my hair out... Here's what I found is causing it: Let's say you open the me...read more
GrowthOperation on December 06, 2023
Hi All - I'm posting this on behalf of multiple clients who are struggling with one common issue: - The meeting scheduling option of "this week and next week" is not granular enough These clients have found with other meeting schedulin read more
0 upvote
2 Replies
Participant
December 06, 2023 08:00
Cheers @Bryantworks - couldn't for the life of me find that post when searching before, but knew this had to be a request somewhere out there. Upvo...read more
HVirciglio on December 04, 2023
Using the sales analytics section of HubSpot I am reporting on one of our sales agents mettings. We have the Call & Meeting Types set up. I have the Meeting Types as 'Client Meeting' or 'Partner Meeting' I am producing a report which sh read more
0 upvote
2 Replies
Participant
February 28, 2024 10:59
Doing it that way will still create duplicates if multiple contacts from same company joined the meeting.
Solved
Accepted Solution
Hall of Famer | Partner
November 28, 2023 00:37
Hi @jdacn , This is currently not possible, no. If a time shows as available in your meeting link and someone books it, by default it's confir...read more
Solved
genevagordon on November 17, 2023
Hi! We've recently started using Hubspot's Meetings functionality and I've noticed that when a contact books a meeting, their lifecycle stage is set to MQL automatically. I can't figure out where to edit this behaviour and I can't find any documenta read more
0 upvote
10 Replies
Accepted Solution
Key Advisor | Partner
November 21, 2023 05:36
I'm not aware of this within meetings unfortunately, the only way I could see to do this would be to trigger a workflow based on the meeting and then...read more
Solved
Pedrodelamigo on October 19, 2023
We have a customer (HubSpot free) who is using his meeting tool, but he had some issues connecting his agenda. It seems like that this is working now, but HubSpot is not sending confirmation mails to the attendee (even tho selected in the meeting to read more
0 upvote
3 Replies
Accepted Solution
Contributor
October 19, 2023 04:30
Had to do with the issue that the agenda was not connected, it has fixed itself!
Solved
RPrins on October 13, 2023
It'd be great to be able to set the availability per week in the meeting scheduler pages. For example, Week 1 I'll be available, in week 2 I won't be, and in week 3 I will be available again. Now, since I'm on holiday/at a conference in week 2, read more
0 upvote
1 Reply
Accepted Solution
Key Advisor
October 13, 2023 06:58
Hi @RPrins As long as you setting your availability in your actual calender, the scheduling page will know which weeks it can book a meeting...read more
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