Sales reps already hate filling CRMs out so I’d love to have the abiltiy to automate meeting outcomes. For example, if we have a meeting with a contact that is after today, then the outcome is set to “scheduled”. Once the meeting has passed, then it automatically defaults to “completed”. This also aligns with our deal stages so we could automate deal progression based on the meeting. For example, one of our deal stages is “demo scheduled”. Then I can go in and create a workflow that has “demo” included in the meeting title and the date is in the future, then I can automate that deal to be put in “demo scheduled”.
Completely agree. Sales people don’t need another reason to not use a feature (meetings). Automate the conversion to Completed when the date has passed and the meeting occured (logged into the meeting).
Totally agree with this also. Seems that it is an object within an object so you cant even automate it with a worflow
Stumbled on this as I’ve just tried building a workflow but appears to be impossible.
The majority of our meetings can occur online, so I was trying to build;
If meeting = Virtual
and Meeting Duration (Dont think this is a standard property but similar is available in Calls) is Known
then set Meeting Outcome as Completed.
I’m really surprised this isnt a thing. Or at least a pop up/prompt on either the calendar (we use Google Calendar integration) or on HubSpot to prompt to update this inline.
Completely agree here. I came across this idea as I’ve just been trying to build an automation but it’s not possible.
I wanted to build a workflow where;
If Meeting type is Virtual
and Meeting Duration (duration is a standard on calls, not on meetings at the moment) is known
then set Meeting Outcome as Completed.
Or at least a prompt/pop up on the calendar (we use Google Calendar integration, so within that would be great), that suggests once the meeting is finished (virtual) or time is over (offline ect) to update the Outcome and for this to be able to be inline.
1000% agree. It would be much better to automate the status to “Completed” once the meeting has passed and was attended. That way, we eliminate an extra step for the sales team (one that’s easy to forget).
Following this thread - this would be such a useful feature for us! As well as having workflows on the meetings object
Recently Hubspot enabled meeting-based triggers in workflows, but it seems that meeting properties cannot be edited yet. Hopefully we can have full control of our activities soon!
Hello everyone!
I’m Melissa, the Product Manager on the Meetings tool here at HubSpot.
Thank you for sharing your feedback. It really helps us prioritize what we work on next! I’m excited to share with you that there is a public beta called “Meetings in Workflows” out now that will allow you to automate the setting of meeting outcome! So you can set the outcome to complete as soon as the meeting end time passes, for example!
Meetings-based workflows will be starting to roll out to all soon so everyone will have access to it!
Thanks!
Melissa