topic Re: Urgent: Calendly "Meeting name" activity in Workflow in Marketing Integrations

Urgent: Calendly "Meeting name" activity in Workflow

a-cap-90 — Tue, 02 Jul 2024 08:39:37 GMT

Hi all,

I've been looking at how to trigger a deal creation following a Calendly meeting book via a workflow following instructions here (https://help.calendly.com/hc/en-us/articles/21826645923735-Mapping-custom-answers-to-HubSpot-properties#h_01HRCJ2J4WCVGP9FMAKRKC1RKY) but I can't simply find the Activity property called "Meeting name" which is step 1. Can someone please help?

Thanks so much,

Amaya

Re: Urgent: Calendly "Meeting name" activity in Workflow

karstenkoehler — Tue, 02 Jul 2024 08:43:03 GMT

Hi @a-cap-90,

Happy to help:

(The interface has changed quite a bit recently and those Calendly screenshots aren't exactly up to date.)

Best regards!

Re: Urgent: Calendly "Meeting name" activity in Workflow

a-cap-90 — Tue, 02 Jul 2024 09:18:36 GMT

This is great thank you so much @karstenkoehler .

Can I ask how to reenroll contacts when they have a new Activity property called "Meeting name" so I can trigger another Deal creation?

Thanks,

Amaya

Re: Urgent: Calendly "Meeting name" activity in Workflow

karstenkoehler — Tue, 02 Jul 2024 09:27:05 GMT

@a-cap-90 re-enrollment is not supported for associated objects, unfortunately.

The only way to work around that, currently, is by building a list of the same filters (active contact list filtering for contacts associated to activity where meeting name is X and where activity create date is less than 1 day ago).

Contacts will enter this list when the activity is created, leave it again after 24 hours. Re-enter upon booking the next meeting, leave it again, and so on.

You can then use membership in this list as a re-enrollment criterion in your workflow.

Keep in mind however that if a contact books multiple meetings in one day, the contact will still be in the list and re-enrollment won't trigger. That's simply a limitation of HubSpot at the moment, unfortunately.

If you found my replies helpful, please make sure to mark both as solutions. I'd really appreciate it! And let me know if you have any follow-up questions.

Re: Urgent: Calendly "Meeting name" activity in Workflow

a-cap-90 — Tue, 02 Jul 2024 14:03:46 GMT

Can't accept as solution but it worked!