Quick tipHow toSales Hub

Meeting rotations in HubSpot: share inbound meetings fairly across reps

A round robin page shows anyone free. A rotation decides whose turn it is.

Subscription
Sales Hub or Service Hub Starter or above for team scheduling pages
Permissions
Meetings settings access; Sales or Service seat for members
Time
5 min · Intermediate
Last verified

Short answer

Settings, Tools, Meetings has a Meeting Rotations tab. A rotation lists members (users or teams); on a round robin scheduling page with a rotation, only the next person's availability shows. Turn a member's Availability switch off for leave. With Prioritize contact owner on, an owned contact sees their owner's availability first. Remove deactivated users from rotations, or meetings can still book to them.

1. Where

Meetings settings with Meeting Configurations, Meeting Rotations and Notetaker Bot tabs
Meeting Rotations (1) and account-wide meeting settings (2).

2. How rotations pick

  • Without a rotation, a round robin page shows the combined availability of all members.
  • With a rotation, only the next member's availability shows.
  • With Prioritize contact owner on, an owned contact's owner comes first.
  • Adding someone to a team in the rotation adds them to the rotation.

3. When people leave

HubSpot warns that a deactivated user still in a rotation or round robin page can keep getting booked, and won't be notified. Remove or reassign them as part of offboarding. The same page holds account-wide meeting outcomes, call and meeting types, and reminders. See meeting outcomes.

Sources

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