Hi everyone, We use HubSpot Meetings for booking and we're trying to optimize our lead follow-up process using HubSpot. We want to automatically cancel a meeting if the lead doesn't interact with our reminders (e.g. doesn't reply to WhatsApp read more
I know the scheduler allows you to send an email reminder to contacts about an upcoming meeting. Is there also a way or a feature via HubSpot that allows the user to set up text messages to remind contacts about upcoming meetings, thus reducing no-s read more
Hi @SMonroeEsq ,
HubSpot doesn’t natively support SMS reminders for meetings, but you could potentially set it up using third party tools lik...read more
Hello! I would like to create a workflow that sends an email to our clients who have an appointment with a sales representative that is currently out of the office. For example, if someone is out sick and has 3 meetings scheduled, I’d like t read more
Hi Emma! Thank you for your response. Yes, they are asigned to users, but I can't filter by: meetings assigned to someone who is out of the offic...read more
I just started with populating my CRM. I logged a meeting (not through Calendar) that took place a few months ago. For one contact (that I entered manually), it IS showing up under 'recent activities'. But for another (that I imported from an excel read more
Hi all! I have setup all the integration/connections needed for Google and Hubspot to function together (to the best of my knowledge) The intention of moving our team into Hubspot was to accurately track ALL meeting interations our team is havin read more
You wanted to add meetings manually to your Google calendar and hoped that HubSpot would pick these manually created events and for the invited peopl...read more
Hey there, I want to change the Meeting Schedular Settings so that past weeks are not shown, meaning that a person only sees the upcoming/ current week, but not the past once as they cannot be booked anyways. Anyone has an idea? Thank you! read more
We have recently enabled Gong with our hubspot instance but now find we have duplicate meeting entries which is not only confusing when reading through the activity against an account but also means our reporting in terms of meeting activity is doub read more
Hey @KellieM ! Thank you for this post! Gong addresses this on their support website regarding the HubSpot integration: why can I see duplicates...read more
I'd like to to create a Meeting in Zoom when Meeting is created via Hubspot Meetings? Is this possible? I've looked at the Zoom app & workflows but cannot see any option. All I can do is insert a Zoom Meeting link into the Hubspot event. Reas read more
Hey everyone, wondering if you have any ideas on this one, its perplexing me. Our current set up involved using Hubspot for pretty much everything. We are a B2B SaaS software provider and we give demos to prospects. Our stack for this is: read more
Hi- did you get an answer to this as I am experiencing a similar request that I'm not sure how the easiest way to do it is and to keep it all in hubs...read more
Hi everyone's brains...
Anyone seen anything decent that you can do for when a call centre hubspot user is planning a group of different Field Sales Consultant's meetings at the same time - e.g. planning someone going from one house to another th read more
When I create a Hubspot meeting, Apple iCal and iPhone calendar display the description as unrendered, raw HTML eg. <p></p> instead of paragraph breaks. Which makes the formatting look bad an description difficult to read. Is there read more
Hi @Kirbs ,
Not sure if you have found it already but I thought I would direct you to this Community Post in the ideas forum for more infor...read more
Hi All, Is there a way in HubSpot to enable a person scheduling a meeting with me via my "sales meeting link" or the "insert proposed times" feature to pick their preference for the call. Would be great if they could check a box that says "call me read more
Hi @tdeascentis ,
Instead of using just the default Zoom link, you can create a customized meeting link for phone calls, and ensure that it in...read more