topic Re: Automatically updating meeting outcome when deal moves stage in Tips, Tricks & Best Practices

Automatically updating meeting outcome when deal moves stage

LDeniz — Fri, 06 Dec 2024 14:46:06 GMT

I want to create a workflow that changes the meeting outcome to "completed" once a deal moves from the discovery stage to the validation stage.

I have tried a deal based workflow but cannot seem to update activity outcomes. Have other people tried similar? Any help would be much appreciated - thank you

Re: Automatically updating meeting outcome when deal moves stage

karstenkoehler — Fri, 06 Dec 2024 14:50:18 GMT

Hi @LDeniz,

Currently, this is not possible natively without custom code, unfortunately. This would ideally be done with a custom code action in a workflow (available in Operations Hub Professional or Enterprise). I'd start by reviewing the Engagements API endpoint for this:

https://developers.hubspot.com/beta-docs/reference/api/automation/custom-code-actions

https://developers.hubspot.com/beta-docs/guides/api/crm/engagements/engagement-details

This might also be possible through marketplace apps or third-party automation (Zapier, Make, Integromat) but I'm not aware of any out-of-the-box solutions.

Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-control-meeting-outcomes-via-workflow/idc-p/748575/highlight/true?profile.language=de

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

Have a great day!

Re: Automatically updating meeting outcome when deal moves stage

karstenkoehler — Fri, 13 Mar 2026 05:31:44 GMT

Hi @LDeniz,

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