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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a conversation form

Use the Create a conversation form to schedule a conversation with an employee when the Microsoft Outlook integration isn’t enabled for Leader Hub.

FieldDescription
OrganizerName of the manager scheduling the conversation.
Have this conversation withName of the employee with whom you want to converse.
Conversation titleName of the conversation.You can update this value.
DateDate of the conversation. The format is <YYYY-MM-DD>. You can use the Show Calendar for Date icon to select a date.
ReoccursThe frequency at which the conversation occurs.
Send inviteSelect Send invite to schedule the conversation.The scheduled conversation appears in a new tab. You can update talking points, action items, or any other notes required for the conversation.
CancelClose this conversation.

Parent Topic:Leader Hub reference