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Custom HubSpot Properties

Oladele Ogunade
  • Updated

Who can use this feature?

Available on ChiliCal Concierge Handoff
Available to Admins HubSpot Admins
Billing Center Get a Demo

Upon connecting the HubSpot CRM integration, we will automatically create these custom properties for you to allow you to track and report on all your booking data directly in HubSpot CRM.

Table of Contents

Contact Properties

The following properties are beneficial in starting/stopping email campaigns or automation and reporting. For example, you can often leverage these fields in marketing automation software to start/stop email campaigns when a specific meeting is booked or when a guest fails to show up for a meeting. 

Meeting Type: The name of the Meeting Type used to book the meeting.

  • Field Name: Meeting_Type_CP__c

Router Name: Tracks the name of the Concierge or Handoff router from which the meeting came.

  • Name: Router_Name_CP__c

No Show: Used to track if the prospect didn’t show up (true or false). Maps against the no show button

  • Name: No_Show_CP__c

Canceled: Tracks if a meeting was canceled (true or false). A meeting is considered canceled if the cancelation happened through a public cancel URL or if the meeting was deleted/canceled in your calendar provider.

  • Name: Canceled_CP__c

Booking Status: The following field writes either "Booked" or "Not Booked" depending on whether a meeting is successfully booked or not. 

  • Field Name: Booking_Status_CP__c

Note: This field would only be relevant when using a Concierge Router. The value "Booked" will be written when the meeting is booked. The value "Not booked" will be written based on the timeout defined on Not Scheduled-related paths within your Router and if a rep is assigned (distributed) but not if a prospect is disqualified. "Disqualified" otherwise.

Meeting Creation Date: This field writes the date the most recent meeting was created for this Contact.

  • Name: Meeting_Creation_Date_CP__c

 

They will appear similar to this within the Contact's properties:

mceclip0.png

Meeting Type, Outcome, and other Engagement fields

Chili Piper writes to the “Meeting Type” and "Outcome" properties on Meetings created by Chili Piper in HubSpot!

 

Meeting Type

The name of the associated Meeting Type in Chili Piper will now appear on newly created Engagements. This Meeting Type will match the "Meeting_Type_CP__c" property.
* Right now, if the meeting type name in Chili Piper doesn’t match the meeting type in HubSpot, it will not update.

 

Outcome

When a meeting is marked as a "no show", canceled, or rescheduled, we will update the Engagement accordingly:

Scheduled - Any meeting created from Chili Piper should be created with the hs_meeting_type as "SCHEDULED"
  • This is the default behavior of HubSpot - when a meeting is created in the HubSpot UI, it shows as “Scheduled”

No Show - If a meeting is marked as "no show" from the dashboard, Google, or Outlook we will update the Engagement Outcome to "NO_SHOW"
Rescheduled - If a meeting has been rescheduled from the Calendar or by a prospect, we update the Engagement to "RESCHEDULED"

Canceled - If a meeting is canceled via dashboard, Google, Outlook, or public cancel URL we will update as follows based upon CRM Action settings.

 

Assigned To / With

Assignee of the booked meeting. 

 

Scheduled by / Organized by

Booker from Handoff, Integration User from Concierge, Integration User from ChiliCal. 

 

Attendees

Meeting guests.

 

Duration

Duration of meeting from the meeting type.

 

Start time

Date and time of the meeting.

 

Attendee description

Meeting description from the meeting type. 

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