HubSpot Ideas

richard88

Make Meetings a Separate Object or Linked to Calls Object

Simnialr Posts: https://community.hubspot.com/t5/HubSpot-Ideas/Custom-Meeting-Outcomes/idc-p/423509#M78826 AND https://community.hubspot.com/t5/Sales-Hub-Tools/Call-and-meeting-types-bulk-edit/td-p/309351

 

Related KB: https://knowledge.hubspot.com/meetings-tool/how-do-i-create-and-use-call-and-meeting-types

 

Idea: Meetings being a separate object would allow for specific meeting records to be drilled down to in a much more specific and useful manner.

 

Use Cases:

  • Reporting - as a separate object the reporting could be far stronger and more capable to provide stronger insight as to what specific objectives were accomplished in meetings
  • Deciding How/When Meeting Reminders are sent out: currently any updates to a past meeting outcome or meeting type will trigger a new email to the associated contact, as a separate object more settings could be managed for meetings to allow for a specific "update contact" option vs. the basic "save" option when changes are made
  • Custom Meeting Outcomes - very important to a lot of folks who want more control over how this is displayed in reporting for vaious types of businesses
1 Reply
cking99
Member

This would be really useful. Is there any update on this?