HubSpot Ideas

JMaylandOlsen

Automated logging of meetings invited to by a client

Currently Hubspot cannot automatically log a meeting if the meeting invite is sent from the client. That's even though the client's data is already in the Hubspot account and Hubspot is synced to both email and calendar.

 

I understand Hubspot should not sync ALL calendar events, but I believe it must be possible to distinguish between calendar invites coming from someone already in Hubspot and sync those - or provide a pop-up asking the contact owner if the event should be synced.

2 Replies
jacob-downey
Member

HubSpot has the capability to read email addresses on in the google calendar integration but does not capture them currently. Would be as simple as pulling and then cross-referencing it.

MMcKinnon8
Member

Yes at the moment, its a manual and duplicating process and at Enterprise level especially, the client sends the diary invite to us.

Need a way it tracks and associates but does not attach meeting notes.

 

Thanks