# \[workflow trigger\] How to differentiate Meetings?

**URL:** <https://community.hubspot.com/t/workflow-trigger-how-to-differentiate-meetings/50731>\
**Category:** Lists, Lead Scoring & Workflows\
**Tags:** professional\
**Created:** [February 2, 2022, 4:03am UTC](https://community.hubspot.com/t/workflow-trigger-how-to-differentiate-meetings/50731 "2022-02-02T04:03:50Z")\
**Posts on this page:** 7\
**Page:** 1

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**Author:** ![rpkumar](https://avatars.discourse-cdn.com/v4/letter/r/e495f1/32.png) [@rpkumar](https://community.hubspot.com/u/rpkumar)\
**Post date:** [February 2, 2022, 4:03am UTC](https://community.hubspot.com/t/workflow-trigger-how-to-differentiate-meetings/50731/1 "2022-02-02T04:03:50Z")

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I’m setting up a workflow, and i’m confused as to what is the enrollment trigger condition that i must use for “meetings booked”.

How to differentiate the following:

There are two ways meetings can be booked via the meeting tool:

A) Prospects “initiating/scheduling the meeting/picking the date” via  
Embedding the scheduling widget on a page([Send proposed meeting times in an email](https://knowledge.hubspot.com/meetings-tool/send-proposed-meeting-times-in-an-email)) and reps sharing the meeting url via the email([Share scheduling pages](https://knowledge.hubspot.com/meetings-tool/share-scheduling-pages))

B) Reps sending a proposed meeting times in email ([Send proposed meeting times in an email](https://knowledge.hubspot.com/meetings-tool/send-proposed-meeting-times-in-an-email))

Both are meetings. But is there a way to differentiate case A and case B meetings.

I need to build a workflow that triggers only when case: A happens. I’m confused as to what enrollment trigger to use.  
e.g Send the following emails when some one books a meeting from the website(and not for the meetings when the sales rep proposes a meeting time)

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**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\
**Post date:** [February 2, 2022, 5:34am UTC](https://community.hubspot.com/t/workflow-trigger-how-to-differentiate-meetings/50731/2 "2022-02-02T05:34:33Z")

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Hi @rpkumar ,  
So you want to trigger te workflow only when the propect book the meeting from your webpage. Am I right?  
you can use trigger 'book a meeting link 9meeting link) and page view is (select page URL)  
The workflow will trigger only when the contact will fulfill both criteria:

 ![webdew_0-1643780033735.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/f/c/fc9b4868ccddd8f162815d20a2b1667215911968.png)

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.  
Thanks and Regards.

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [February 2, 2022, 5:38am UTC](https://community.hubspot.com/t/workflow-trigger-how-to-differentiate-meetings/50731/3 "2022-02-02T05:38:24Z")

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Hi @rpkumar,

There are different ways to approach this.

For one, meetings booked from a proposed time have a different _Meeting source_, “Meeting created on calendar from CRM”, while meetings booked through a scheduling page have the _Meeting source_ “Meetings (Public)”. This is how you could differentiate them in a workflow via _Filter type_ \> _Activity properties_. These activity properties can however not be used for re-enrollment and don’t necessarily reference the latest activity.

For another, unlike meetings booked through a scheduling page, meetings booked from a proposed time do not count as a conversion. This means that the that _Recent conversion_ contact property will not be updated and not contain “Meeting link”. (_Recent conversion_ always includes “Meeting link” when a meeting is booked through a scheduling page.)

So the easiest way to to (re-)enroll all contacts who booked a meeting through a scheduling page would be this:

 ![](https://d2qpr2jzcazej7.cloudfront.net/original/3X/c/d/cd5368b473ab4cafd9c719ceb414a1625789c5c0.png)

Contacts who booked meetings through proposed times would not be enrolled. (You could of course also select meeting links of all users manually, through _Filter type_ \> _Form submission_, but there is a margin of error of forgetting some, especially when new are added. The above approach would catch all links automatically.)

Hope this helps!

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**Author:** ![rpkumar](https://avatars.discourse-cdn.com/v4/letter/r/e495f1/32.png) [@rpkumar](https://community.hubspot.com/u/rpkumar)\
**Post date:** [February 2, 2022, 2:14pm UTC](https://community.hubspot.com/t/workflow-trigger-how-to-differentiate-meetings/50731/4 "2022-02-02T14:14:53Z")

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Hello, Karsten\*\*,\*\*  
Thanks so much for the reply.  
I have one small follow up question:  
I see other meetings related properites like:  
Meeting Outcome: Scheduled  
and  
Date of last booked meeting through a booking tool.  
so if i want to enroll some one who has booked a meeting from website embed(public) or shared url(sales rep) into a workflow:  
Would the trigger condition be just: _Meeting source_ "Meetings (Public) or should i also have to check Meeting Outcome: Scheduled / Date of last booked meeting through a booking tool — in an OR or AND condition ?

**Thanks!**

**Pkumar**

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [February 2, 2022, 2:20pm UTC](https://community.hubspot.com/t/workflow-trigger-how-to-differentiate-meetings/50731/5 "2022-02-02T14:20:18Z")

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Hi @rpkumar,

Engagement properties (such as _Meeting outcome_) cannot be used for re-enrollment, so if you need contacts to re-enroll, those won’t work.

Generally, there are different properties you could use for this but \*\*bleep\*\* is in the detail. _Date of last meeting booked in meetings tool_ for example could be the recent conversion but could also be a meeting booked a year ago.

The criteria I showed in my previous screenshot are “tight” enough to (re-)enroll contacts whose recent conversion was a meeting booked through a scheduling page. Additional engagement filters aren’t needed. (Unfortunately, if you added them, they would not necessarily relate to the latest meeting booked. As long as HubSpot finds a meeting with a certain outcome, for example, this meeting could also be long in the past.)

Does that answer your question?

Best regards!

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<div class="post-metadata">

**Author:** ![rpkumar](https://avatars.discourse-cdn.com/v4/letter/r/e495f1/32.png) [@rpkumar](https://community.hubspot.com/u/rpkumar)\
**Post date:** [February 4, 2022, 7:17am UTC](https://community.hubspot.com/t/workflow-trigger-how-to-differentiate-meetings/50731/6 "2022-02-04T07:17:07Z")

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Thank you so much. The workflow is up and running!

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**Author:** ![ariellincoln](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ariellincoln/32/19464_2.png) [@ariellincoln](https://community.hubspot.com/u/ariellincoln)\
**Post date:** [April 20, 2022, 8:08pm UTC](https://community.hubspot.com/t/workflow-trigger-how-to-differentiate-meetings/50731/7 "2022-04-20T20:08:18Z")

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I am running into a similar issue with some automation I have involving a Round Robing Meeting link. I created a workflow to trigger if a contact schedules a meeting through that specific link, however, it would be useful if we were able to assign the ticket/task to the rep that was assigned regardless if it was a Round Robin meeting type or not.
