Amber V.

🫶

Solving problems 🤓 Thank you Pat H., Jon M. and Fes A. for your time

What about this deal highlights area, I've also been told this is impossible to edit...

Thanks ya'll! Took this supposedly complicated build down to less than 20min thats to your help!

Amazing! I have always been told by support that you can't edit what shows up here in the deal pipeline and that amount and close date are the default. So, that's not true right?

In my experience, "no show" meetings are hard to track automatically in HubSpot. But if the team can handle manual updates there, automating the "scheduled" vs "completed" is pretty simple via workflow. You will want to look for the emeting to be created, then set the Outcome = Scheduled. Once the time of the meeting is in the past, you can use that as a trigger to update the Outcome = Completed

Appreciate it y’all! I love Lu.ma too but might be a little too “experimental “ for my client. Great to hear that the zoom integration with HubSpot is pretty seamless. That is super helpful thank you!

Yes I saw that too, thanks! Was hoping someone with experience setting this up might chime in about the process

Don’t like- Too customized and not scalable. No registration or attendance data in HubSpot. Doesn’t add the contact to an event but requires them to reference an email confirmation instead. 2. Use a third party like Eventbrite or Luma to capture event registrations and send calendar invitations automatically. Don’t like- No registration or attendance data in HubSpot. 3. Use Zoom Webinars to create dates and send signup offer via email and/or on a landing page. Get registration and attendance info in HubSpot via Zoom integration #3 makes the most sense to me but I haven’t used Zoom webinars and not sure what blind spots I may have