topic Re: Workflows based on meeting outcome "Completed" in Sales Hub Tools

Workflows based on meeting outcome "Completed"

Xiawanbai — Thu, 07 Nov 2024 15:39:05 GMT

Is it possible to create a workflow on a Lead Object with a trigger meeting outcome: Completed ?
I created a lead stage called "Demo" and want to move all leads that have a meeting assigned to the lead with outcome: Completed.
I cannot find any solution but maybe any of you have any tip how to do it?

Re: Workflows based on meeting outcome "Completed"

karstenkoehler — Thu, 07 Nov 2024 15:48:15 GMT

Hi @Xiawanbai,

Yes, to do so click into the enrolment criteria and choose the 'Set up triggers' > 'When filter criteria is met' option. When you start adding filters, you should see a 'Filtering on' dropdown in the second left sidebar that you can change from the lead object to activities. Under activities, simply specify meeting outcome = completed and save 🙂

Best regards!

Re: Workflows based on meeting outcome "Completed"

Ktamir — Thu, 07 Nov 2024 16:03:24 GMT

Yes, you can do that:

Re: Workflows based on meeting outcome "Completed"

karstenkoehler — Fri, 13 Mar 2026 05:15:07 GMT

Hi @Xiawanbai,

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

Best regards