I’m trying to create a Workflow that will automatically assign a task and send to owner a reminder 2 hours after meeting time to action points discussed.
Hi @Sapna1,
This requires a list if you want a workflow to potentially run multiple times for the same contact.
First, you’d create said list, an active-contact based list that filters for contacts associated to activities where Activity type is any of Meeting, Activity date is less than 1 day ago and Meeting outcome is [the outcome you pick after a successful meeting]. The meeting outcome is important, it’s what’s going to trigger a contact to join the list and trigger the workflow below.
You can then use this list as re-enrollment trigger in a contact-based workflow. You can then add a delay and the Create task workflow action to create a task.
(As far as I know, it’s not possible to schedule a task in two hours. HubSpot’s increments are days.)
Best regards!
I have use a deal in which created the stages like (First meeting etc..)
In Stages i have Tag as Zoom or in person and task owner to have enter meeting details i.e date, time, venue and after that create a workflow in which send owner a reminder 2 hours after meeting time to action points discussed.
Hi @Sapna1,
If you can guarantee that there is a field that is filled shortly after the meeting, you can use that as an enrollment trigger for a deal-based workflow, then delay for two hours, then use the Create task action.
Best regards!
What about reminders or task that gets created 2 hours BEFORE before a meeting? Is this possible?