Tips, Tricks & Best Practices

Hi everyone! I'm currently looking for a solution on how to redirect prospects to the right person when they book a meeting on our website. For example, let's say that they are working in the entertainment industry and working in France, then th read more

Hello everyone. I have a question about HubSpot’s meeting scheduling tool. Right now, I can only create meeting links tied to individual users’ calendars, for example a sales representative or our CEO. However, this creates two issues for us: read more

We created a custom object for each Meeting. The idea is: a record of Meeting should be created every time a meeting is scheduled. The challenge is: what happens if a Sales Rep schedules a meeting and invites MORE THAN ONE of the prospects. Will it read more

One of the services our company offers is Training. We have a team of trainers that Train contacts that are members of our Companies. We would like to figure out the best way to track this training. Example: One of our trainers hosts a training read more

Hi! I am looking to create 5 diffenet meeting types and for each meeting have different meeting outcomes. Is it possible for each meeting type to nest the meeting outcomes so that AE's can select 1 meeting type and get only the respective outcomes read more

We are experiencing a critical and recurring issue with meeting links generated through HubSpot, specifically for Zoom meetings. Problem Description: Missing Meeting Links: For several scheduled Zoom meetings, the meeting link is completel read more

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

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

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

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