Scheduling & Logging Meetings Made Easy

Per the panel, the HubSpot mobile app now has two ways to create meetings and log activities from the home screen without opening a record first. Tap Create Meeting to schedule one, or tap Create and then Activity to log a call, task and more, pick the record to associate it with, and save it on the record. It is live for all hubs and tiers, last updated Friday, November 6.

I did not take the panel's word for it. I launched the HubSpot app for the first time in a long time and tried it live on air. I can confirm it does what the update says. Before this, scheduling a meeting or logging an activity on mobile meant opening a contact or deal first and then navigating to create. For a rep who already knows what they want to do, that is extra steps at the worst moment, right after a call ends.

Casey does not keep the app on her phone right now. She has had it before, and she noted a lot more features have been added since. Her reason is the useful part: the app is still very much set up for the sales rep who is out and about through the day. She goes out and about too, but she is not normally meeting clients and logging meetings, so it does not fit her day. That tells you who this is for.

What to do: if you manage reps in the field, tell them this week that the home screen now handles meeting creation and activity logging, and have one of them try logging a call right after it ends. If your team lives at a desk and works from records, skip it knowingly.