I hope everyone is doing well! I’m reaching out because I’m currently trying to navigate through HubSpot’s meeting tool and automation features, and I could really use some guidance from the experienced users here.
Meeting Completion Status: I want to know how HubSpot determines when a meeting is completed or has had a no show. Is it based on the scheduled time duration, or does it require a manual update from the user? Insight on this would be really helpful, as I’m planning to set up automated workflows based on the completion of meetings.
Building a Flow for Post-Meeting Tasks: This brings me to my main concern. I’m trying to build a workflow that triggers a specific action once a meeting is completed. Specifically, I want to assign a task to our sales team to review the meeting. However, I’m facing some challenges in setting this up. When I try to select a delay based on event occurrence, activity properties such as meeting outcomes are not available for selection. Has anyone else encountered this issue? If so, how did you work around it?
I’ve searched through the HubSpot Knowledge Base and Community Forums, but I haven’t found a clear solution to this problem yet. If anyone has experience setting up a similar workflow or can provide any tips on how to navigate these features, I would greatly appreciate your input.
Thank you in advance for your time and assistance!
Meeting Completion Status: I want to know how HubSpot determines when a meeting is completed or has had a no show. Is it based on the scheduled time duration, or does it require a manual update from the user?
This IS a manual process. It’s up to the user to indicate if the the meeting happend, was rescheduled, etc.
Building a Flow for Post-Meeting Tasks: This brings me to my main concern. I’m trying to build a workflow that triggers a specific action once a meeting is completed. Specifically, I want to assign a task to our sales team to review the meeting. However, I’m facing some challenges in setting this up. When I try to select a delay based on event occurrence, activity properties such as meeting outcomes are not available for selection. Has anyone else encountered this issue? If so, how did you work around it?
Create a Contact-based workflow, then for the trigger make sure to filter by Activity, and select “Meeting outcome”:
If it’s helpful, you can also change the Meeting Outcome options by naviating to Settings > Meetings under the Tools section in the lefthand column > click “Edit Options” next to “Track meeting outcomes.”
