Schedule a meeting for another hubspot user from contact record

[Sara]

Firstly, not to have to add an existing hubspot user as a contact to be able to add them.

Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the meeting

[Sara]

I'm happy to share that after some time in beta, this functionality went live to all in July this year! You can now book meetings on behalf of others from any CRM record for users with a Sales Hub or Service Hub Pro+ seat. You all had been asking for this for a long time and I appreciate your patience.

[Sara]

Hi Community,

Sharing an update with you all to let you know that we've been following this closely the last several months and have begun to plan out a series of changes to the scheduling experience from a CRM record that would allow users to schedule meetings on behalf of other users, and more. For now, I'll share these concepts to show you how this might look. Details are subject to change based on technical limitations and feedback, but in summary we plan to include the following functionality in this experience: 

• Schedule a meeting on behalf of another user
• Reference availability for yourself or other users
• Set and view location of meeting events from a CRM record (including Microsoft Teams)
• Create custom outcomes for meeting events

[Sara]

Hi Community,

We are planning to prioritize some updates to scheduling from a contact record, which includes a solution that would resolve this issue.

Here are some details about current work which will influence our team's timing and ability to begin working on this solution:

The team is currently working on 2 projects:

1. The ability to insert specific, clickable times into emails
2. The ability for attendees to cancel and reschedule using the Meetings scheduling experience (idea here)

We then plan to pick up this project once the above 2 projects are out. This will likely happen later in Q4 or early next year. 

The solution we have in mind is currently being evaluated and reviewed internally, but we hope to make some changes to the scheduling experience on the contact record to:

- allow users to schedule on behalf of other users

- allow users in invite other users to meeting scheduled

- provide the ability to view calendar availability while scheduling from a contact record

Thanks everyone for sharing your feedback and comments on your use-cases how you'd like this solution to work!

[Sara]

Hi Communnity,

Thank you all for sharing your feedback!

For transparency I am updating this issue from "In Planning" to "Not Currently Planned" because we wont be able to get to this in the next quarter. Adding users  to a meeting invite, or removing yourself, is important to any sales teams structured with a SDR/BDR to Account manager handoff.  We are evaluating this closely, I will provide an update here once we are able to review this for planning.

Best,

Glen

Best,

Glen

[VagaeNatus]

Our use case: pre-sales team books meetings for sales team. They do it from deals. We'd like the sales team member to own the meeting and to have it in its calendar. That should not be the case for the pre-sales team member.

[henrou]

We would also benefit from implementing this. Please do address this soon.

[nickmellor]

I am doing similar process to @cara_ceo  

Workaround:

We have our Sales Development Reps to open the users meeting link using the incognito browser window to book meetings for our Account Managers and Executives. 

Question is does anyone have a work around for the reporting?

[vesnastefanovic]

@nickmellor 

I create Deals automatically based on selected Meeting type. BDR is Organizer, Sales Rep added as an attendee. Then, there is a list to capture meetings/contacts created by ceartin BDR, and I'm using it to enroll contacts into Deal WF. On Deals I created custom property Meeting created by, and it's updated by WF. This property I'm using for reporting, and that is how I know who actually own the Deal (company/contact owner) and who was the person who scheduled the meeting. I'm creating Deal WF for every Sales team member, no matter is it BDR or Sales Rep.

 Works for us, here are some s. shots. Maybe idea would help to you guys.

[1stClaas]

We want to create Meetings for colleagues too. This is essential when buddying during holidays...

[toine]

This is the first time I see HubSpot is lacking on Pipedrive, we have an SDR and AE setup were tracking meetings booked/cancelled is crucial as its their KPI.

When is this expected?

[MissTipsi]

Another upvote here from me, a lot of people pushing for this but all quiet from HubSpot it seems. Am really surprised that some of this basic functionality is missing, this is really badly needed.

Also needed is the ability to have a "result" for your meetings e.g. "Qualified", "Unqualified", "No-show" etc.

[EduardoMetahui]

Someone know if this feature is already? 
Or some alternative to do ? 
Thanks! 

[khamer]

Any updates on this?  Looking for how others are working around/making this work without using the team group.

[koryroisum]

I would also really appreciate this added functionality. It would help our process a ton instead having our SDRs have to go outside of HubSpot to set up meetings. It would be much easier and better if you could just do all within HubSpot 

[Melina_THNK]

Hi, 

Is there an update on how to create meetings for other  team members? 

Thank you! 

[glencornell]

Hi Communnity,

Thank you all for sharing your feedback!

For transparency I am updating this issue from "In Planning" to "Not Currently Planned" because we wont be able to get to this in the next quarter. Adding users  to a meeting invite, or removing yourself, is important to any sales teams structured with a SDR/BDR to Account manager handoff.  We are evaluating this closely, I will provide an update here once we are able to review this for planning.

Best,

Glen

Best,

Glen

[glencornell]

Hi Communnity,

Thank you all for sharing your feedback!

For transparency I am updating this issue to "Not Currently Planned" because we wont be able to get to this in the next quarter. 

Best,

Glen

[willcurran]

This is definitely needed.

[tbliznik]

Absolutely critical and important

In technical sales, it is very common to have a sales rep and a design engineer on a meeting

I want to make sure that our engineers are going and seeing clients, so this is a important feature 

It is very normal to have multiple people on a meeting or video call in real life

[JGB]

The SDR/BDR to AE meeting handover process is one of the most common B2B sales setups. It cannot be that complicated to either have a new field to select who is leading the meeting or at least be able to add additional attendees and then let calendar syncs do the rest.

[JoshuaJohnson]

This is a critical part of my business. My business uses  BDR's to set appointments for closers and not being able to schedule appointments through the platform for another user makes this platform almost unusable for that model. I just signed up a week ago and love everything I've used so far, but this functionality (or lack of) is a deal breaker. 

[clairehelling]

Hello.  We have a BDR team that works with our Sales Reps.  They often are booking meetings on behalf of the rep, but we cannot find a way for the rep to be able become the new owner of that meeting.  

Currently, since both Reps and BDRs want "credit" for the meeting, we now have both of them creating meetings with the same people at the same time so it shows up on both ends of reporting.  

When I used to use salesforce and was a BDR, I would "Create" the meeting so on reporting I would get the "creation credit" but would reassign the Meeting Owner to the Rep so they get credit for "meeting ownership" and completing the meeting.

Is anyone else struggling with this? 

Also, when I've asked HubSpot support on where they advise me to tell my team on where the reps and bdrs should log their "meeting notes" they suggest to just do so as a separate "Note" since adding a Comment would not be exportable/reportable. 

Again, anyone else think HubSpot needs to step up their games in terms of customizing the meetings feature to better suite teams that have multiple people internal people a part of the same meeting and all looking for attribution?  

[sharonkalewski]

Totally agree with this one. I often sit on calls and record the notes. When I do my team- mate does not get 'credit' for the call.

[bethanyp]

Would love this feature! 

Our team has account managers that manage most client communication, but we pull in dedicated marketing specialists, coders, or designers as needed onto our call. We're hoping to get better tracking on how often these specialists are being utilized, by which account manager, and on which accounts. 

This will help us identify how much time is spent on client communication versus execution of tasks on the accounts and identify if more support is needed.