Tips, Tricks & Best Practices

OTest
Participant

Book a Meeting - Set the contact owner as the meeting host

SOLVE

Hi,

Our SDRs creating a meeting for other users in the system, when they create a meeting, they change the Host of the meeting to other users.

We want that for every meeting create under a contact, the Meeting Host of the new meeting will be the contact owner and the related (Primary) company owner.

Is this possible to achieve?

Example:

When I create a new meeting under a contact, I want that Omer (the Host) will be set as the contact & company owner:

OTest_0-1703770203411.png

 

Thanks for any help! 😀

 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Book a Meeting - Set the contact owner as the meeting host

SOLVE

Hi @OTest,

 

There aren't any settings or ways to set up automation to accomplish this as of now, unfortunately.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
OTest
Participant

Book a Meeting - Set the contact owner as the meeting host

SOLVE

@karstenkoehler Thanks, Karsten. 👑

 

Best regards.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Book a Meeting - Set the contact owner as the meeting host

SOLVE

Hi @OTest,

 

There aren't any settings or ways to set up automation to accomplish this as of now, unfortunately.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.