Tips, Tricks & Best Practices

EMcGonigle on January 26, 2023

Hello! Has anyone figured out a way to have the content of Meeting "Team Notes" sent directly to a Slack channel? We currently have a work around but both the "Attendee Description" and the "Team Notes" are sent and it's a lot for our colleagues read more

Reply best practices Meetings Notifications Professional

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EMcGonigle

Member

January 27, 2023 10:11

Yes that is correct! And thanks for sharing the post with some experts 😀

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KSimmons on December 06, 2022

Capturing meeting notes

I'm new to Hubspot and I'm trying capture meeting notes that I record during the discussion. I don't need to report on them but do want easily see if the notes are from a meeting. Seems like there are three options: Add a comment to a meeti read more

Reply How-To Meetings

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chrisworqflow

Key Advisor | Diamond Partner

December 06, 2022 12:02

@KSimmons Great question - there are a couple of options here: 1. You can create a note and title it with the name, date, and time of the meetin...read more

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TLi1 on November 23, 2022

How to log company info from "meetings"

Hi, When using the "meeting module" within "Sales". The meeting itself is registered, but not connected to company info. I have already added "Company" in the Form - but this will not appear within the CRM-system itself. Do I have to se read more

Reply Meetings Sales

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danmoyle

Thought Leader | Elite Partner

November 23, 2022 05:49

@TLi1 When you log your meeting, you should see this: This will associate the meeting to the desired objects (contact, company, deal, etc.)...read more

EConway on November 11, 2022

[Free Resource] Prospecting and Objection Handling: Templates and Best Practices for Sales Success

Prospecting and Objection Handling: Templates and Best Practices for Sales Success ➡️ Download the kit here ⬅️ 🔍 How you behave when a prospect pushes back can make or break your sale. 💡 It’s report read more

Reply best practices Blog Campaigns Conversations How-To Meetings Quick Tutorial Sales Sequences Templates

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SNigam

Guide

January 04, 2023 12:15

Nice

NEloy-Agres on June 09, 2022

Multiple Meeting Links and Sequences

When inserting in a sequence the placeholder "Owner's Meeting Link", how do you handle it if the said owner has several meeting links created?

Reply Meetings Sales Sequences

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kvonloesecke

Community Manager

June 10, 2022 06:04

Hi @NEloy-Agres , apologies about that! 🙂 Here it is: https://community.hubspot.com/t5/Email-Marketing-Tool/Hyperlink-personalized-meeting-li...read more

kgg on May 12, 2022

Assign Owner based or Round Robin

How can I assign a Contact Owner based on the person that gets a meeting with a Round Robin

Reply Meetings

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karstenkoehler

Hall of Famer | Partner

May 12, 2022 22:15

Hi @kgg , This is currently not possible and unfortunately not on the product team's roadmap either. Other users have requested this before: ...read more

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PZickert on April 14, 2022

Logging Sales Engineer Hours, Meetings, Demo's, etc

Looking to see if anyone has created a way for sales engineer's to log when they have completed a demo, for which product, how long and who was on the call. Seems as though this may be a combination of Logging a Meeting, notes and other things but read more

Reply Enterprise Meetings Sales

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Chriso-mwx

Guide | Platinum Partner

April 18, 2022 23:30

Thank you @kvonloesecke for tagging me. Hey @PZickert , If you're using the function to log a call, you get most of your requirement...read more

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JParagas on April 13, 2022

Round Robin

Hello! I have 2 concern: 1. Does the deal owner and the contact person who is booked in the round robin would be the same? 2. For the reschedule or resubmit, how can we make sure that they will get the same person that they booked in the round ro read more

Reply Meetings

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karstenkoehler

Hall of Famer | Partner

April 13, 2022 01:50

Hi @JParagas , The "Prioritize contact owner" setting in round robin meeting links refers to the contact owner. This contact owner, while usua...read more

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EbarakHossain on April 04, 2022

Setting up all types of upcoming meetings as enrollment triggers.

Hi Friends, I need your advice on how to set up all types of upcoming meetings as enrollment triggers. The meeting maybe booked via HubSpot meeting tool or scheduled directly with the contact via Zoom scheduling or just a calendar booking with con read more

Reply Meetings

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karstenkoehler

Hall of Famer | Partner

April 04, 2022 01:18

Hi @EbarakHossain , By default, contact properties referring to meetings include all sources of meetings. You could specify, but by default th...read more

BLerner5 on October 31, 2021

Last touch attribution - Deal source

Curious if anyone has any form of best practice / recommendations on how to do this. In essence, we know where the lead originally came from (origin, drilldown-1, drilldown-2 etc.) however there are many steps taken between the lead "creation" and read more

Reply Deals Meetings Sales

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webdew

Guide | Diamond Partner

October 31, 2021 22:21

Hi @BLerner5 , If your rep is calling to the contact that nade him book a meet with you, you can track this with the help of 'log call' feature. E...read more

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gjs on September 22, 2021

Issues with picture on meeting booking page

All of a sudden today on my meeting booking page, instead of my picture, it shows a compressed company logo. I tried removing and adding my picture and also removing and adding the company logo but no joy. Any ideas? Thanks

Reply Meetings Settings

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kvonloesecke

Community Manager

September 23, 2021 11:41

Hi @gjs Thanks for reaching out! You can update the image by going to the scheduling tab of your meeting link editor and then update ...read more

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XZeller on April 21, 2021

Meeting Booked by inbound lead - how to put a Microsoft Teams Link afterwards

Hello Community, we use the Hubspot Meeting Link on our Website, that inbounds can book a meeting with us. On the other hand we use Microsoft Teams for Videocalls with our customers. When the meeting is booked, we both get an invite in our calendar read more

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karstenkoehler

Hall of Famer | Partner

April 22, 2021 02:27

Hi @XZeller , In your Outlook settings ( Settings > Calendar > Events and invitations ) you should see an option to "Add online meet...read more

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