Setting Up and Using HubSpot Call and Meeting Types

Learn how to set up call and meeting types in HubSpot and how that can lead to better reporting, workflow automation, and more.
Call and meeting types in HubSpot help you better understand the activities happening with your sales team, and it lets you power some workflows and follow-up behaviors, so certain tasks can be completed automatically.
In this video you’ll learn:
- How to set up specific types for calls and meetings in HubSpot
- How to track call and meeting outcomes (with customized outcomes)
- How to automate activities based on the outcome of a call or meeting
- How to connect all this to your meeting links in emails and landing pages
Skip to the part you need:
00:00 Introduction
00:28 Where to find call and meeting types in HubSpot
02:10 Using call and meeting types to trigger a workflow
03:13 Logging by type in a contact record
04:59 Using meeting types with HubSpot meeting links
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[@SprocketeerCommunity]

Make the most of your activities!
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Love it!!

[@boutainamilioui4148]

Please I have a question can you help please 🙏 I've been using Hubspot for a year now and I want to know if there is the possibility that the contacts can schedule a group meeting with the hubspot calendar , which means a group meeting in the same time spot (I'm not talking between team members ) I mean between one team member and several outsiders by linking it to google calendar of course ?

[@HubSpotHacks]

Hmmmm that's a good question. There isn't a way to rope in an external calendar natively through HubSpot. To get that functionality, you'd need a sales pro seat for each person who is supposed to be in the meeting. However, you may try using the meetings tool and then a third party tool like zapier to then auto invite people to the initial meeting set. Again, not easy but we've not encountered that too many times since people are using sales pro to facilitate that use case.