Hi,
Thank you!
Yes, I have worked with workflows extensively.
I was able to make this work with Zapier + Calendly in HubSpot.
I would prefer to use HS’s native calendar.
ZAPIER:
In Zapier, I have a Zap that searches the existing deals by “[First Name] [Last
Name] Deal”. When it finds it in the LEAD-IN segment, the deal gets updated
to INTRO CALL SCHEDULED (ICS).
HS CALENDAR
Using the HS calendar, I figured that HubSpot could search by email
but email is not in a Deal record (only contact). I think.
With the HubSpot calendar, when a user schedules a call after submitting
the contact form, their info is pre-filled. So the deal name will be the
same: [First Name] [Last Name] Deal.
Bob Smith Deal
Like I said, this works with Zapier.
But I can’t find a way in Automations in HS so that when someone schedules
an appointment after submitting a form, HS matches by deal names and
updates the segment from Lead-In to ICS.
Thanks again.
UPDATE:
I’m in the CONTACT BASED workflow. Here is where I get stuck:
1. Contact Enrollment Trigger: “Has filled out meetings link” (DONE)
2. Create record (Create deal: “[FIRST NAME] [LAST NAME] Deal” (This makes sense to me b/c you have create something to compare it against.
3. If/then: If DEAL NAME matches existing DEAL NAME, then update existing DEAL NAME to “ICS” segment and delete new deal. (As an example).
I do not see a way to execute this sort of conditional logic in HS.
To be 100%: I’m happy to implement this however it works using HS’s automations. I just don’t think it’s possible.
In the image below, I created an IF/THEN that checks to see if an existing deal has the same name.
I have no idea if the “is equal to any of” field allows you to use [TOKENS] like I did.
If not, then I have NO idea how to populate a name for an IF/THEN statement w/o first creating a deal based on the calendar submission and comparing that to an existing deal.
