Internal Use Only · Not For Customers
Log A Personal Event Invite
For ITD, Outside Sales, and SDRs: fill this out right after you personally invite someone to a Simpatico event so Marketing knows not to email them too.
Fill This Out When...
You've already emailed, called, or spoken to someone about a Simpatico event — not before. This form logs an invite that already happened, it doesn't send one.
Invite Log Form
What Happens Next
01
HubSpot marks that contact “Personally Invited” for the event you selected.
02
They're automatically excluded from Marketing's automated email for that event — nothing gets deleted, they just don't get double-invited.
03
Marketing gets a notification, so there's a record of who reached out and when.