Connect meeting booked to specific deal through automation

warrendavey — Fri, 06 Nov 2020 22:39:54 GMT

Does anyone know how to have specific meetings booked to connect to specific deals booked under the same contact?

Meeting 1 booked by contact "A" triggers new deal 1 ---> two minutes later--> Meeting 2 booked by the same contact "A" triggers new deal 2.

Currently, both deals show both meetings and are indistinguishable from each other.

Also after the meeting link is filled out we send them to another form to collect more data that we don't want to show on the meeting link. Because if you add more fields to a meeting link form it actually shows on the meeting description. These meetings are for a partner to invite their clients and we don't want to show the additional information in the meeting description about the client. This form is what actually triggers the deal creation.

I have programmers but they can't see a solution.

Thoughts? Suggestions? Questions?

Re: Connect meeting booked to specific deal through automation

webdew — Sat, 07 Nov 2020 11:31:58 GMT

Hi @warrendavey ,

This is a bit tricky as we can create a deal by using a workflow when someone fills up a meeting form, which triggers to create a deal automatically.

But as there can be multiple deals associated with a contact, there is currently no possible way to associate all the meetings to a particular deal. You can only do so if you create a meeting manually in the meetings tab in the deal.

for the later part to redirect them to a different form, you will need to tell your developers to redirect them to the particular form on a different page so that it is not a part of the same meeting form.

topic Connect meeting booked to specific deal through automation in Sales Hub Tools

Connect meeting booked to specific deal through automation

Re: Connect meeting booked to specific deal through automation