How to Create and Use Call and Meeting Types in HubSpot

Using call and meeting types in Hubspot lets your team track activities consistently, improve reporting, and understand which interactions drive the most value. This guide walks you through setting up, editing, and using activity types so every logged call and scheduled meeting is easy to analyze.

Why Call and Meeting Types Matter in HubSpot

Call and meeting types are labels that help you categorize the purpose of every interaction. When your team uses them consistently, you can quickly see which activities impact deals, revenue, and customer success.

With clearly defined types, you can:

• Standardize how reps log activities in the CRM.
• Segment reports by activity purpose (e.g., demo vs. discovery).
• Identify high‑value meetings and calls in your pipeline.
• Streamline coaching and sales management.

These benefits apply across the CRM, from contact timelines to reporting dashboards.

Accessing Activity Type Settings in HubSpot

Before you create or edit call and meeting types, you need to open the right settings area in HubSpot.

1. Sign in to your HubSpot account.
2. In the main navigation bar, click the settings gear icon.
3. In the left sidebar menu, go to Objects > Activities.
4. Open the Logging tab.

Within this tab, you can manage individual settings for calls and meetings, including which types are available to your team.

How to Create Call Types in HubSpot

Call types let your users categorize every logged call in HubSpot with a clear purpose, such as a discovery call or follow‑up.

Steps to Add a New Call Type in HubSpot

1. From the Logging tab, locate the Calls section.
2. Click Manage call types or the configuration option for calls.
3. In the call types panel or table, click Add call type.
4. Enter a clear and descriptive name for the new call type (for example, “Discovery” or “Renewal call”).
5. Optionally, add an internal description to clarify when your team should use this type.
6. Save your changes.

Once created, the new type becomes available in the call log interface across your HubSpot CRM, so users can select it when they record calls.

Best Practices for Naming Call Types in HubSpot

• Use short, action‑oriented names (e.g., “Demo,” “Onboarding,” “Support escalation”).
• Avoid overlapping meanings to prevent confusion.
• Align the list with your sales process stages.
• Review regularly and retire types that are rarely used.

How to Create Meeting Types in HubSpot

Meeting types serve a similar purpose but apply to any meeting scheduled or logged on timelines in HubSpot, whether they are booked via a scheduling page or created manually.

Steps to Add a New Meeting Type in HubSpot

1. In the same Activities > Logging area, find the Meetings section.
2. Click Manage meeting types or the relevant settings link.
3. Select Add meeting type.
4. Enter a meaningful name such as “Initial consultation,” “Product demo,” or “Account review.”
5. Optionally document when to use it so the entire team is consistent.
6. Save your new meeting type.

These meeting types appear on scheduled meetings in the CRM and can also be tied to meetings created through your scheduling links in HubSpot.

Examples of Effective HubSpot Meeting Types

• Intro or discovery meeting
• Product demo or walkthrough
• Technical scoping session
• Quarterly business review
• Renewal or expansion meeting

Defining a clear list makes reporting on your meetings much easier.

Editing and Managing Call Types in HubSpot

As your process evolves, you may need to rename, reorder, or remove call types in HubSpot.

How to Edit an Existing Call Type

1. Go to Settings > Objects > Activities > Logging.
2. Open the Calls configuration area.
3. Find the call type you want to change.
4. Click the edit icon or the row to update the name or description.
5. Save your edits.

Changes take effect across the CRM, so the updated name appears wherever that type is used.

Reordering or Deleting Call Types

• Drag and drop types to change their display order in selection menus.
• Use the delete option to remove types that are no longer relevant.

If you delete a call type, past activities typically keep their historical value, but the option is removed from future selections. Always confirm how removal behaves in your specific HubSpot subscription and configuration.

Editing and Managing Meeting Types in HubSpot

Managing meeting types follows the same pattern as call types. Keeping this list tidy ensures teams always pick the right option.

How to Edit a Meeting Type

1. Open Settings in your HubSpot account.
2. Navigate to Objects > Activities > Logging.
3. Scroll to the Meetings area and open meeting type settings.
4. Select the meeting type you want to edit.
5. Update its name or description, then save.

Cleaning Up Your Meeting Type List

• Merge similar types into a single, clearer option.
• Delete types that no longer match your current process.
• Review usage reports to see which types are rarely used.

A concise, relevant set of meeting types makes it easier for reps to choose correctly inside HubSpot.

Using Call Types During Activity Logging in HubSpot

Once call types exist, users can apply them when recording calls on contact, company, or deal records.

1. Open a record in your HubSpot CRM.
2. Click Call in the activity toolbar.
3. Place the call or log it manually, depending on your plan and calling setup.
4. In the call details sidebar or form, choose the appropriate call type from the dropdown.
5. Add notes and outcomes, then save the call.

Using consistent call types across the team ensures you can later filter timelines and reports by the exact nature of each call.

Using Meeting Types for Scheduled Activities in HubSpot

Meeting types can be applied to meetings booked via scheduling links or created manually on records.

1. When creating a meeting from a contact or deal record, select Meeting.
2. Set the title, date, time, and attendees.
3. Pick the relevant meeting type from the dropdown field.
4. Save to log the meeting on the timeline.

For meetings scheduled through HubSpot scheduling pages, you can associate a default meeting type with a specific link. This helps categorize inbound bookings automatically and keeps your calendar organized.

Reporting on Call and Meeting Types in HubSpot

Once your team consistently uses call and meeting types, you can leverage them in HubSpot reporting.

• Filter activity reports by specific call or meeting types.
• Measure performance of different meeting types against closed‑won deals.
• See how many discovery calls, demos, or reviews happen in a given period.
• Identify which types lead to higher conversion or better engagement.

These insights make it easier to refine your sales process and prioritize the activities that truly move deals forward.

Where to Learn More About HubSpot Call and Meeting Types

You can review the original product documentation directly on the HubSpot Knowledge Base. For a complete reference, visit the official guide on creating and using call and meeting types here: HubSpot call and meeting types documentation.

If you want broader strategic help implementing CRM processes, optimizing workflows, or improving reporting around activity tracking, you can also explore consulting resources like Consultevo for additional support.

By setting up clear, well‑defined call and meeting types in HubSpot and training your team to use them on every activity, you turn raw interactions into structured data that powers accurate reporting, better coaching, and smarter revenue decisions.

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