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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
January 27, 2023 10:11
Yes that is correct! And thanks for sharing the post with some experts 😀
KSimmons on December 06, 2022
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
0 upvote
1 Reply
Accepted Solution
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 more
TLi1 on November 23, 2022
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
0 upvote
5 Replies
Accepted Solution
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.) more
EConway on November 11, 2022
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
January 04, 2023 12:15
NEloy-Agres on June 09, 2022
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?
0 upvote
3 Replies
Community Manager
June 10, 2022 06:04
Hi @NEloy-Agres , apologies about that! 🙂 Here it is: more
kgg on May 12, 2022
How can I assign a Contact Owner based on the person that gets a meeting with a Round Robin
0 upvote
1 Reply
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: more
PZickert on April 14, 2022
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
0 upvote
3 Replies
Accepted Solution
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 more
JParagas on April 13, 2022
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
0 upvote
1 Reply
Accepted Solution
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 more
EbarakHossain on April 04, 2022
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
0 upvote
2 Replies
Accepted Solution
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 more
BLerner5 on October 31, 2021
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
0 upvote
1 Reply
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. more
gjs on September 22, 2021
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
0 upvote
5 Replies
Accepted Solution
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 more
XZeller on April 21, 2021
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
0 upvote
4 Replies
Accepted Solution
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 more
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