Can you add owner and another user to a meeting?

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BWawrzyniak
Member

This may be an odd use-case, but I can't seem to find any way around it. 

 

Here's the scenario: The sales rep (owner) needs to send their contact a meeting link that round robins between any available product specialist on our team. That part is easy. Where we get hung up is we also need the sales rep (owner) to be added to that meeting automatically when it's scheduled.

 

Any thoughts? 

 

(Ideally, I'd like it to check the sales rep calendar first, and then round robin to a product specialist so they're both available, but I know that's highly unlikely to ever work)

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karstenkoehler
Solution
Most Valuable Member

Hi @BWawrzyniak,

 

Unfortunately that's not possible at this stage. Only contacts can be added as attendees to HubSpot meetings, not HubSpot users. Currently, you'd have the contact book a meeting with the product specialist, then the sales rep would have to be added as a contact to the existing meeting manually. You wouldn't be able to check the availability unfortunately, the HubSpot meetings tool is not that sophisticated yet.

 

There is a HubSpot Idea on this already, with users requesting the ability to add users to meetings. I'd recommend upvoting and commenting with your use case, I already did.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Most Valuable Member

Hi @BWawrzyniak,

 

Unfortunately that's not possible at this stage. Only contacts can be added as attendees to HubSpot meetings, not HubSpot users. Currently, you'd have the contact book a meeting with the product specialist, then the sales rep would have to be added as a contact to the existing meeting manually. You wouldn't be able to check the availability unfortunately, the HubSpot meetings tool is not that sophisticated yet.

 

There is a HubSpot Idea on this already, with users requesting the ability to add users to meetings. I'd recommend upvoting and commenting with your use case, I already did.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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

View solution in original post

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