Create a deal workflow from a new meeting

[russellmasters]

Pretty new here, but wanting to know if its possible to create a workflow that creates a deal in a specified stage after a meeting has been booked?

We have leads coming in from several sources who are given the opportunity to book a call with one of our team on a round-robin basis. Once the contact has booked the meeting I want to be able to add it to a deal and assign it to the contact owner.

[karstenkoehler]

Hi @russellmasters,

You can use the contact property Date of last meeting booked in meetings tool for this. The workflow would be contact-based fairly simple, just find Create record in the right Choose an action sidebar and select Deal:

If you toggle re-enrollment (click Contact enrollment trigger and switch to Re-enrollment tab), this workflow would create a deal every time a contact books a meeting. Not sure if you would want that but it’s an option.

Hope this helps!

[russellmasters]

Thanks for that, seems my issue was because our sales product is starter not professional.

[RMorgan]

This is super helpful! thanks

[tlynncook]

This seems to only work when a prospect self-books via the meeting link, but not when a meeting is booked on the contact recod.

[AllysonB]

Hi @tlynncook - you’re correct! If a meeting is booked via the CRM record vs. a meeting form, you can use a filter like this “When an event occur” enrollment trigger:

[AllysonB]

Adding a quick comment for future searches that Meeting submissions act like forms, so you could also use the enrollment trigger “Form Submission” and then select which Meeting Links you’d like to trigger deals to be created when used / submitted!

[GLane]

Hi,
This would be useful to implement as the contact-based workflow applies to all associated deals, whereas I need to apply to specific deals (in 1 pipeline rather than all pipelines)

[STierney]

Hey @GLane - thanks for posting in the Community!
@karstenkoehler - any thoughts on how this may be applied to a deal in only 1 pipeline, not all?
Shane, Community Manager

[karstenkoehler]

Thank you for tagging, @STierney. @GLane, I’m not following entirely – this thread is about creating deals from meetings booked through meeting links. In the Create record workflow action, you can specify where the new deal should be placed.

If you want to update specific deals based on booked meetings, you need to create a deal-based workflow and filter for their association to a specific meeting – or work with association labels.

[GLane]

Apologies - my misunderstanding. I thought this thread was for creating “a deal workflow” rather than about “creating a deal” workflow. Happy for my reply to be removed.

[karstenkoehler]

Hi @russellmasters,

This is now possible and more accurate thanks to meeting-based workflows HubSpot Login and Sign in

Best regards