The Essence
The Meeting captures time invested in conversation — scheduled calls, video conferences, in-person discussions. It's the record of "we talked."
Unlike Appointments (which are service encounters), Meetings are activity records that appear in the timeline of Contacts, Companies, and Deals. They answer "when did we meet, what did we discuss, what was the outcome?"
Meetings connect to your calendar, enable scheduling through booking links, and track the conversations that move relationships forward.
"Meeting history isn't just activity tracking — it's the story of how relationships develop. Anyone on your team can understand the relationship by reading the Meeting history."
Unified View Contribution
Customer View
Primary contributor. Meeting history shows how relationships develop through conversation. Frequency, recency, and quality of meetings reveal engagement depth.
Team Enablement
Primary contributor. Meetings scheduled and completed measure sales/service activity. Meeting outcomes track conversation effectiveness.
Revenue View
Supporting contributor. Meetings-to-Deal progression indicates sales velocity. Meeting activity often correlates with Deal advancement.
Business Context
Supporting contributor. Meeting patterns reveal operational efficiency — how much time is invested in what types of conversations?
Sarah's Story
Throughout Sarah's journey, Meetings marked pivotal moments:
Discovery Meeting (Hand Raiser Stage): Sarah booked through the Value-First scheduling link: "Discovery Call with Ryan — 30 minutes."
The Meeting record captured: - Time: Tuesday, 2:00 PM CST - Duration: 32 minutes - Attendees: Sarah Chen, Ryan Ginsberg - Type: Discovery Call - Outcome: Completed - Notes: "Sarah leads ops at Precision Components Manufacturing. 3 locations, ERP modernization. Exploring CVP for multi-site coordination. Strong fit — requested proposal."
This Meeting appeared on Sarah's Contact timeline, her Company timeline (Precision Components), and later on the Deal created from this conversation. The record captured not just that they met, but what happened.
Weekly Check-ins (Value Creator Stage): During implementation, Ryan and Sarah had recurring weekly meetings. Each one logged: - Progress updates - Decisions made - Blockers identified - Next steps agreed
The Meeting history became the narrative of their implementation — searchable, reportable, and visible to anyone who needed context.
Executive Review (Adopter Stage): Three months in, Chris Carolan joined a Meeting with Sarah and her CFO: - Type: Executive Review - Outcome: Completed - Notes: "CFO impressed with ROI data. Discussed expansion to Atlanta facility. Sarah to champion internally."
The Meeting record captured a relationship milestone — executive engagement that signaled deepening trust.
What It Holds
Timing
Participants
Type
Location
Outcome
Notes
Associations
Common Patterns
The Booking Link Pattern
The Logged Meeting Pattern
The Round Robin Pattern
The Meeting-to-Deal Pattern
The Recurring Meeting Pattern
Value-First vs. Industrial-Age
| ✗ Traditional Thinking | ✓ Value-First Thinking |
|---|---|
| Meetings = Sales activity metric | Meetings = Relationship touchpoints |
| Count meetings held | Understand meeting outcomes |
| Book more meetings | Have better meetings |
| Meeting = Opportunity to pitch | Meeting = Opportunity to understand |
| Notes optional | Notes essential for continuity |
| Calendar separate from CRM | Calendar integrated with relationship context |
Why This Shift Matters
Traditional sales cultures obsess over meeting volume. "Book more meetings!" becomes the mandate. But meetings without purpose, preparation, and follow-through waste everyone's time.
Value-First sees meetings as relationship investments. The Meeting record isn't just a checkbox — it's the documentation of a conversation that matters. Notes capture what was said. Outcomes capture what resulted. The history enables continuity: anyone on your team can pick up the relationship because the Meeting history provides context.
The goal isn't more meetings. It's better meetings, better documented, that advance mutual value.
In Practice
Implementation details and configuration
What You'll See in HubSpot
Meetings appear in multiple places:
- Activity Timeline: Every Meeting shows on the timeline of associated records (Contacts, Companies, Deals)
- Meeting Scheduler: Create scheduling pages (booking links) that show your real-time availability
- Meetings Index (Beta): View Meetings in a dedicated index page with filtering and bulk editing
Key Properties
Key Properties
Native HubSpot Properties
| Property | Type | Purpose |
|---|---|---|
hs_meeting_title Native | Text | Meeting name |
hs_meeting_body Native | Text | Meeting description |
hs_internal_meeting_notes Native | Text | Internal notes |
hs_meeting_start_time Native | DateTime | When it starts |
hs_meeting_end_time Native | DateTime | When it ends |
hs_meeting_outcome Native | Enumeration | Completed, Scheduled, Rescheduled, No Show, Cancelled |
hs_meeting_type Native | Enumeration | Configurable types |
hs_meeting_location Native | Text | Where/how |
hubspot_owner_id Native | User | Meeting owner |
Value-First Custom Properties
| Property | Type | Purpose |
|---|---|---|
vf_meeting_stage_fit | Enumeration | Which Value Path stage this serves |
vf_preparation_complete | Boolean | Was pre-meeting prep done? |
vf_follow_up_sent | Boolean | Were follow-up actions completed? |
vf_meeting_quality | Enumeration | High Value, Standard, Low Value |
Configuration Tips
Meeting Types
Configure in Settings → Data Management → Objects → Activities → Meetings: Discovery Call, Demo, Consultation, Check-in, Review, Training, Support
Meeting Outcomes
Configure outcomes: Completed, Scheduled, Rescheduled, No Show, Cancelled — enables reporting on effectiveness.
See It In Action
Experience in the Value Path Simulator