Tips, Tricks & Best Practices

jayriggs
Participant

How should my assistant book me for meetings?

SOLVE

So my assistant reaches out via cold emai, warm email, phone, and linkedin. When she gets a "yes I'm interested", she books the zoom meeting for me. But in Hubspot right now, when she books me for a meeting using the Hubspot calender, it lists her as the organizer and she is in the meeting attendees in the Zoom, although she does not attend the meetings. It is confusing ppl b/c they expect to meet with her b/c her name is on the meeting invite in calenders. How does everyone else do this? ie: How can an assistant book a meeting for someone, using Hubspot and contacts that are in Hubspot, but not have themselves in the list of attendees?

0 Upvotes
1 Accepted solution
Mike_Eastwood
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

How should my assistant book me for meetings?

SOLVE

Hi @jayriggs 

 

Check out this recent development posted by @karstenkoehler 

 

You can opt into a Beta that will make your life easier.

 

Have fun

Mike

 

Here to learn more about HubSpot and share my HubSpot Knowledge. I'm the founder of Webalite a HubSpot Partner Agency based in Wellington, New Zealand and the founder of Portal-iQ the world's first automated HubSpot Portal Audit that helps you work smarter with HubSpot.

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2 Replies 2
Mike_Eastwood
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

How should my assistant book me for meetings?

SOLVE

Hi @jayriggs 

 

Check out this recent development posted by @karstenkoehler 

 

You can opt into a Beta that will make your life easier.

 

Have fun

Mike

 

Here to learn more about HubSpot and share my HubSpot Knowledge. I'm the founder of Webalite a HubSpot Partner Agency based in Wellington, New Zealand and the founder of Portal-iQ the world's first automated HubSpot Portal Audit that helps you work smarter with HubSpot.

jayriggs
Participant

How should my assistant book me for meetings?

SOLVE

Perfect, thanks!!!