topic Re: How to auto-set “Call and meeting type” on Meeting records based on associated Deal + Deal stage in Data Hub

How to auto-set “Call and meeting type” on Meeting records based on associated Deal + Deal stage?

BGullu9 — Fri, 02 Jan 2026 16:18:09 GMT

Hi all! We log a lot of client meetings in HubSpot (many are created by a call-recording tool and appear as Meeting records). We’d like to auto-populate the HubSpot meeting field “Call and meeting type” with a small set of generic categories, e.g.:

Discovery
Progression / later-stage
Internal / non-sales
Other

Goal
Automatically classify each meeting so we can report historically by month (counts by type, basic outcomes, etc.).

High-level rules

If a meeting has no associated deal, stamp it as an early-stage/discovery-type meeting (with some guardrails).

If a meeting (contacts) is associated with a deal, set the meeting type based on the deal stage at the time of the meeting (early vs mid vs late stage).
Internal/vendor/non-customer meetings → “Other”.

Problem
I can’t find a reliable way to update “Call and meeting type” on Meeting records using standard workflow actions, and I’m not sure what the officially supported approach is even with Ops Hub / custom code.

Questions

Is “Call and meeting type” on Meetings editable via workflows (no-code or with custom code)? I can't find this option under "Edit a record" workflow action.
If not, what’s the recommended pattern to achieve this without introducing a new custom field?
If yes, what’s the best-practice setup to set it using deal association + deal stage, in a way that runs for every new meeting?

Thanks! Any pointers or screenshots of a working setup would really help.

Re: How to auto-set “Call and meeting type” on Meeting records based on associated Deal + Deal stage

karstenkoehler — Fri, 02 Jan 2026 16:21:14 GMT

Hi @BGullu9,

Is “Call and meeting type” on Meetings editable via workflows (no-code or with custom code)? I can't find this option under "Edit a record" workflow action.

Unfortunately: no. There are no meeting-based workflows which means that meetings can't be enrolled in automation. Neither based on deal properties, nor based on anything else. This would require working with the HubSpot API and a custom code action. I don't see a way around that, unfortunately.

Best regards!

Re: How to auto-set “Call and meeting type” on Meeting records based on associated Deal + Deal stage

BGullu9 — Fri, 02 Jan 2026 17:15:00 GMT

Many thanks, Karsten!

Do you know if it’s definitely possible to update meeting engagement properties (specifically Call & meeting type / hs_activity_type) using a HubSpot Private App token + Ops Hub custom code?

I’ve attached a screenshot of my workflow trigger. The approach is: when a meeting outcome is set to Completed (i.e., the meeting ends), the custom code would update Call & meeting type based on the associated deal and its stage at that time.

Thanks!

Re: How to auto-set “Call and meeting type” on Meeting records based on associated Deal + Deal stage

karstenkoehler — Fri, 02 Jan 2026 17:19:09 GMT

@BGullu9 keep in mind that this workflow would not fire for every meeting - it would trigger exactly once for a contact, as re-enrollment based on meeting properties is not possible.

You should be able to PATCH to /crm/v3/objects/meetings/{meetingId} -- see here: https://developers.hubspot.com/docs/api-reference/crm-meetings-v3/guide

Best regards!

Re: How to auto-set “Call and meeting type” on Meeting records based on associated Deal + Deal stage

karstenkoehler — Fri, 13 Mar 2026 05:35:19 GMT

Hi @BGullu9,

Good news, this is now possible with meeting-based workflows 🙂 https://app-eu1.hubspot.com/l/product-updates/?rollout=238066

Meetings in Workflows

What is it?

Meetings properties and automations are now available in workflows to help save time and automate tedious work!

Why does it matter?

Workflow automations can be created based on meeting bookings and meeting properties to save reps time and help progress deals forward.

How does it work?

When creating any workflow, users will now have access to any created meeting records and any properties on those meetings to use in automations.

Navigate to Automation > Workflows and click "create workflow from scratch".

You can create a workflow that triggers when a meeting event is created by selecting Data values > Record created.

Select "Meeting" as the object for the trigger.

Complete the provided steps to define eligible records and re-enrollment settings.

Add any additional criteria to your workflow trigger (e.g. only trigger the workflow when call and meeting type is "discovery" or "demo"). You can also add additional criteria for objects associated to the current meeting (e.g. the associated contact or company).

Continue to build your workflow by adding any actions that should be completed when the meeting is created.

For example, you could choose to create a deal record anytime a demo meeting is booked and automatically assign the deal to the meeting owner.

Who gets it?

Marketing Hub Professional, Marketing Hub Enterprise, Data Hub Professional, Data Hub Enterprise, Sales Hub Professional, Sales Hub Enterprise, Service Hub Professional, Service Hub Enterprise, Smart CRM Professional, Smart CRM Enterprise

Best regards