The above solution does not work because activity properties cannot be used to re-enrol. Thus, you only get to do this once.
Additionally to the above comment^, I cannot figure out how to make this work for company and deal based workflows.
To explain further what I am trying to acheive, using below screenshot from a deal: when this meeting type is set to outcome = completed, I’d like to set up a deal automation that assigns a task to the deal owner. Task = “add meeting notes to kick-off call”
Using same screenshot in a company workflow, I would like to set an automation that basically says whenever most recent meeting outcome = completed, copy the meeting date to a company page property I created called, “last meeting date”. At this time all I can figure out to use is the “set property to” option and it only allows me to set to a manually entered specific date or the current date.
Having the integration with Asana makes this request even more relevent. This would totally increase the value and use case. There needs to be an ability to put a task/activity into a workflow as the primary object and not just the deal or contact. The re-entry limitation is a major barrier and does not allow for multiple activities/tasks to be created against a deal or contact and then have those generate unique activities in Asana.
There appears to be an existing request for this feature here already HubSpot Ideas - Activity Based Workflows and it has 303 upvotes and 80 replies. If this is the same feature request, it would be good to try and consolidate upvotes.
Who needs to see this to make this happen? At this point, this looks like a selfish attempt to mitigate server resources. We need this functionality even if we need to pay for it like zapier. Ive spent over 15 hours working on a solution to trigger field updates off of call dispositions because there is no real workflow system that works with activities.
Yes, this is absoultely needed!
This would benefit us greatly and is a feature I believe a lot of people would love to see added.
Upvoted. Having activity triggers will also help to unenroll contacts from a workflow or sequence when the customer responds to the email, calls the office or sends a SMS.
Can’t believe this has not been added yet as it’s a key trigger that would benefit every user… @zeke
This is needed SOOOO much and should be a standard functionality. There are just so many limitations in the whole activity management that it’s a huge struggle for our sales people. No way to automate Meeting Types, no way to bulk edit meeting details in a list view. Come on Hubspot!
No wonder that our sales activity data is in such a bad shape, cause it’s so hard to update. Can’t blame our sales reps for that.
+1 We simply want to log a meeting via form submission. Can’t do that but seems rather simple
YES! I need an acitivity based work flow as well where I can trigger workflows on “time” properties, not just “datetime.”
I would like to send a message on slack to my employees after they have a zoom meeting if they dont add their internal notes to go and do so. and there’s no way to trigger it to happen base on a time AFTER the meeting ends. It will only trigger it at the start of the meeting before they’ve even had a chance to add their notes. Which isnt helpful currently
Please prioritise this in the next update! We need this for integrations with Zoom and Salesforce.
+1
This feature is really necessary to close the gap in workflows. We try to use lists as a workaround, but you can only do so much before you reach a certain limit.
We would really like this. It seems like a no-brainer, honestly.
A well-described request.
Currently, there are Contact date stamps for the meetings tool, but not for meetings scheduled through the UI.
I want to send notifications for future meetings and set properties against accounts when specific meeting types are set.
My workaround is to use the Last Engagement Date as a workflow trigger and then IF-THEN logic to determin if a meeting of the specific type have been set against the contact in the last day.
We need a way to create Service Hub tickets on inbound calls to our service phone number
Being able to trigger when an activity is created, when the activity is due / starting and ending would be very helpful. For example, when someone from our inside sales team creates a meeting with a contact, it moves them along their pipeline, so I want a meeting to be an automatic trigger for this update
@Steve0 I have created a workaround to trigger workflows when a meeting is booked, and this can be used for re-enrollment.
- Create a contact custom field named ‘Meeting Booked’ (or similar)
- Use a Contact based workflow
- Enrollment trigger to be;
- At least one associated Activity has ‘Meeting outcome’ (default HubSpot field for meetings) is any of ‘Scheduled’
OR - At least one associated Activity has ‘Meeting outcome’ is any of ‘Scheduled’
AND - ‘Meeting Booked’ is equal to any of ‘NO’
AND - ‘Next activity date’ is ‘known’
- At least one associated Activity has ‘Meeting outcome’ (default HubSpot field for meetings) is any of ‘Scheduled’
- Action # 1 - Delay for 1 minute
- Action # 2 - Set property value ‘Meeting Booked’ to ‘YES’
- Action # 3 - Delay for 1 minute
- Action # 4 - Set property value ‘Meeting Booked’ to ‘NO’
- End of workflow
- Enrollment trigger to be;
- Use a secondary workflow to use the trigger when ‘Meeting Booked’ is set to ‘YES’, and then Action # 1 - Set property value (Deal Pipeline & Stage) to ‘X’ (your choice of deal stage)
Hope this helps 
I just set up a workflow that was triggered off the results of a meeting, and it seems to be working. There isn’t anything listed as “activity” in the potential triggers, as there is in reporting, so it’s a little confusing. But there is an option for “Meeting” and “Call”. I set one up so that if a meeting happened more than a day ago and the meeting outcome hasn’t been updated, the deal owner is emailed with a reminder and a task is created to remind them to update.
thanks @NPW
I found that i could get this working for my scenario by using a dynamic list that identifies my qualification meetings occurring within the last day.
This then works as a great re-triggerable property for my contact workflow to update the lead status.
I would still like to have triggers on meetings, so I can send a reminder before the meeting, a thank you afterwards, etc based on the call and meeting types I’ve setup.