I’m looking to automate meeting outcome based on changes in Deal stage. For example, IF Deal Stage = Demo Held, make the meeting outcome Completed. Is there a way to do this?
Hi @LOrr3,
Not via the user interface in HubSpot, no. There aren’t any workflow types or actions which can currently modify meetings (or any existing activity).
This would require a custom code workflow action (available in Operations Hub Professional or higher) and the help of a developer, using the engagements API endpoint in that custom code workflow action: 2026-03 API reference - HubSpot docs
However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Activity-Based-Workflows/idi-p/398086
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!
A bummer, but thank you for the help!