I am trying to build two elements around logging meetings in the CRM. If a user logs a meeting in the CRM (using the log a meeting button) then I want to trigger a workflow that sets the Last Meeting logged date against the company and also one that sends a notification to members of the same team to let them know a team member has logged a meeting.
I am trying to use the meeting event trigger in the workflows but even though I have set it to trigger when the meeting outcome changes (which I populate when I log the meeting), the workflow does not seem to trigger? Do these only trigger for meetings booked through the meeting tool?
So far my workflow is as per the below. I used a standard trigger event, but I am now wandering if I should build the trigger off the company record instead:
@Jaynums since this is currently a contact-based workflow, can you confirm that the meeting you logged on the company record was also logged to the contact you’re expecting to enroll?
@Jaynums in that case, I’d recommend reaching out to HubSpot support in-app directly, via chat or email. It’s hard to say from a distance what’s happening but it sounds like it’s not behaving as expected.
