Calendly second meetings not creating more deals or reengage in workflow

Hello Everyone in the community!

I´m Reinaldo a new user in Hubspot, in our company we are using calendly to book meetings with the calendly integration.

To correctly assign deals to the pipelines we are using in the main workflow contact is associated to any activity and meeting name is known. The issue is that this triggers don´t allow me to reengage contacts, so when our contacts try to book a new meeting the workflow is not activated. We use setter and closer setup in the sales team, so we need to update properties and move the deal to pipelines, or at least create new deals.

We are using zapier as well to assign the contact updated owner but we can´t find to correct trigger to enable reenrollments.

Any idea on this?

Than you very much

Reinaldo

Hi @BruPerez,

For Zapier, you can use this trigger. It will fire any time an invitee books something regardless of whether that contact has had a zap run before.

With your workflow setup in HubSpot, I don’t think you need reenrollment with the filter criteria you mentioned. It seems like the next time a meeting is booked, a new activity (meeting) will be associated causing the workflow to run. Are you experiencing something different?

Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier.