Filter internal meetings from HubSpot activities

Filtering Out Internal Meetings in HubSpot

Written by: CRO:NYX Team

Published: 31 October, 2022

If you've been looking at your sales activities reports and are blown away at the amount of meetings your sales reps are holding, it could be a sign that you're accidentally logging internal meetings as sales activities. 

HubSpot has an exclusion filter so you don't accidentally track or log internal emails but they don't yet have this for meetings. Here's what you can do instead. 

Create Custom HubSpot Meeting Types

In your admin settings, head on over to Objects > Activities

hubspot-activities

If it isn't already enabled, check "Track call and meeting types" and then you'll have the option to Edit options. 

This will open up an editor to edit/add meeting types. Click on +Add type. Create a new type called "Internal". 

Now, when you're creating, logging or updating a meeting you can select the meeting type "Internal" and when you're creating reports you can select those "Internal" meetings as a exclusion and filter it out of your reports. 

internal-meeting

PS: Looking for HubSpot sales training for your team?

HubSpot
CRM
Sales
Filter internal meetings from HubSpot activities

Written by: CRO:NYX Team

News and articles from CRO:NYX team members & alumni.

Let's Get to Work!

We’d love to chat about how we can help you with your next project.

Get started

Let's Get to Work!

We’d love to chat about how we can help you with your next project.

Get started