Bulk Updating Meeting Outcomes + Types

[VPrimerano]

Hello,

I am looking to explore options on how to alleviate the manual updating of meeting outcomes and meeting types. We currently have a reminder task (created through a workflow) that is sent to our sales teams when a meeting is logged without a type/outcome, and have a dashboard that they can consult for meetings that are missing this data, but is there any way to batch update meeting types? Or any workflows around updating meeting types if for example a certain key word is in the title of the meeting? (Ex: meeting title that contains ‘follow up’ would set the type of meeting to ‘follow up’)?

Thank you!

[karstenkoehler]

Hi @VPrimerano,

Unfortunately not, no. ‘Vanilla’ workflows cannot update engagements like meetings and activity based workflows do not exist (yet?).

As of now, you would have to work with the HubSpot Engagements API, either through a private app or a custom code action in a workflow, to update meetings in bulk.

Best regards!

[VPrimerano]

Hello,

Thank you very much for the quick response!

For the custom code option, would that involve the work of a developer?

Thank you!

[karstenkoehler]

@VPrimerano yes, like the private app, this requires work with the HubSpot API and knowledge of a developer.

[MHolzer]

@VPrimerano
The only thing which needs to be done via custom code is the setting of the meeting outcome/type since this is not natively doable via hubspot
everything else can be done via workflows etc. Its just not really intuitive so you are just not gonna get a lot of suggestions from the community
here would be your workflow:

for the code:
also use langugae node.js 20x
short explanation of what the code does:
it takes the record id which we saved earlier in a company property and updates the meeting outcome to XXX whatever you put into the “”

Ah and you have to change every Access_Token to the name of your Secrect that you created at the top. Just change each “Access_Token” to your Secrect name or just use Access_Token as a name so you dont have to change anything.
Good Luck! If you have any questions feel free to ask!
Disclaimer: I am not affiliated with HubSpot; this is just a personal workaround that worked for me.
raw code to copy:

const hubspot = require(‘@hubspot/api-client’);
const Access_Token = process.env.Access_Token;
const hubspotClient = new hubspot.Client({accessToken:Access_Token});

exports.main = async (event) => {
const record_id_meeting = event.inputFields[‘record_id_meeting’];

const properties = {
“hs_meeting_outcome”: “SCHEDULED”
};
const SimplePublicObjectInput = { properties };
const meetingId = record_id_meeting; //Meeting ID

try {
const apiResponse = await hubspotClient.crm.objects.meetings.basicApi.update(meetingId, SimplePublicObjectInput);
console.log(JSON.stringify(apiResponse, null, 2));
} catch (e) {
e.message === ‘HTTP request failed’
? console.error(JSON.stringify(e.response, null, 2))
: console.error(e)
}
};

[KlemenHrovat]

When a user has an AI notetaker—custom code option or private app—it could check whether a summary is available and, based on that information, automatically change the outcome.

[karstenkoehler]

Hi @VPrimerano,

Good news, meeting-based workflows are now in public beta, allowing for bulk enrolling and updating meetings HubSpot Login and Sign in

Meetings in Workflows

What is it?

Meetings properties and automations are now available in workflows to help save time and automate tedious work!

Why does it matter?

Workflow automations can be created based on meeting bookings and meeting properties to save reps time and help progress deals forward.

How does it work?

When creating any workflow, users will now have access to any created meeting records and any properties on those meetings to use in automations.

Navigate to Automation > Workflows and click “create workflow from scratch”.

You can create a workflow that triggers when a meeting event is created by selecting Data values > Record created.

Select “Meeting” as the object for the trigger.

Complete the provided steps to define eligible records and re-enrollment settings.

Add any additional criteria to your workflow trigger (e.g. only trigger the workflow when call and meeting type is “discovery” or “demo”). You can also add additional criteria for objects associated to the current meeting (e.g. the associated contact or company).

Continue to build your workflow by adding any actions that should be completed when the meeting is created.

For example, you could choose to create a deal record anytime a demo meeting is booked and automatically assign the deal to the meeting owner.

Who gets it?

Marketing Hub Professional, Marketing Hub Enterprise, Data Hub Professional, Data Hub Enterprise, Sales Hub Professional, Sales Hub Enterprise, Service Hub Professional, Service Hub Enterprise, Smart CRM Professional, Smart CRM Enterprise

Best regards