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
Hi, I'm a Customer Success Manager here at HubSpot, and my role is to ensure that you get the most value from your HubSpot tools to drive your success. One of the most common challenges I hear from sales teams is how to efficiently develop sales o read more
I am using HubSpot Meeting Scheduler, and it works well. It is really helpful for minimizing the back-and-forth of finding a good time to talk with s...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
Hey @B3ndy ! Thanks for your post.
To clarify, is your goal to send meeting invitations to all contacts associated with one company even if...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
Is there anyway to ensure sales users log meeting notes on the activity or even better when a meeting is logged without any notes that a task is created to remind the activity creator to go back and add notes. However the workflow for task creation read more
Hi @DarrenScottUK ,
Out of the box, no, unfortunately. This can likely be achieved with the help of a developer, custom code actions and an Op...read more
Hi there! I would like to find a solution or workaround to my problem. We are using the Scheduling page (Sales > Meetings) to book a meeting to our AEs. But there are some cases when 2 AEs would like to swap the meeting between each other and c read more
Hey @dhordos this is not currently possible, there is an open feature request on the ideas forum however which I would definitely recomend upvotin...read more
Hello HubSpot Community, I hope everyone is doing well! I’m reaching out because I’m currently trying to navigate through HubSpot's meeting tool and automation features, and I could really use some guidance from the experienced users here. read more
Is there a way for us to make it required that a meeting be logged and the meeting type and outcome are filled out before we allow a sales rep to move a deal from one deal stage to another?
Hi @GAbdelmessih ,
Not directly, but via a workaround, yes. Within a Starter or Professional subscription there's an okay solution, with an En...read more
Hello everyone, In our pipeline, we frequently encounter clients who speak various languages. I'm curious to know: are automation emails and meeting scheduling links automatically translated? Or do we need to create separate emails and links for read more
Hi @NJ_001 ,
There are a lot of variables that might impact that decision. For example, if your website is using multi-language pages, I might...read more