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VPrimerano
Participante

Bulk Updating Meeting Outcomes + Types

resolver

Hello,

 

I am looking to explore options on how to alleviate the manual updating of meeting outcomes and meeting types. We currently have a reminder task (created through a workflow) that is sent to our sales teams when a meeting is logged without a type/outcome, and have a dashboard that they can consult for meetings that are missing this data, but is there any way to batch update meeting types? Or any workflows around updating meeting types if for example a certain key word is in the title of the meeting? (Ex: meeting title that contains 'follow up' would set the type of meeting to 'follow up')? 

Thank you!

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2 Solução aceitas
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Bulk Updating Meeting Outcomes + Types

resolver

@VPrimerano yes, like the private app, this requires work with the HubSpot API and knowledge of a developer.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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MHolzer
Solução
Colaborador(a)

Bulk Updating Meeting Outcomes + Types

resolver

@VPrimerano 
The only thing which needs to be done via custom code is the setting of the meeting outcome/type since this is not natively doable via hubspot

everything else can be done via workflows etc. Its just not really intuitive so you are just not gonna get a lot of suggestions from the community

here would be your workflow:

MHolzer_1-1729177325722.pngMHolzer_2-1729177367825.png

 

 

MHolzer_3-1729177752311.png

 

MHolzer_4-1729177981601.png

 

for the code:
also use langugae node.js 20x
short explanation of what the code does:
it takes the record id which we saved earlier in a company property and updates the meeting outcome to XXX whatever you put into the "" 

MHolzer_5-1729179024144.png


Ah and you have to change every Access_Token to the name of your Secrect that you created at the top. Just change each "Access_Token" to your Secrect name or just use Access_Token as a name so you dont have to change anything.

Good Luck! If you have any questions feel free to ask!

Disclaimer: I am not affiliated with HubSpot; this is just a personal workaround that worked for me.

raw code to copy:

const hubspot = require('@hubspot/api-client');
const Access_Token = process.env.Access_Token;
const hubspotClient = new hubspot.Client({accessToken:Access_Token});

exports.main = async (event) => {

const record_id_meeting = event.inputFields['record_id_meeting'];

const properties = {
"hs_meeting_outcome": "SCHEDULED"
};
const SimplePublicObjectInput = { properties };
const meetingId = record_id_meeting; //Meeting ID

try {
const apiResponse = await hubspotClient.crm.objects.meetings.basicApi.update(meetingId, SimplePublicObjectInput);
console.log(JSON.stringify(apiResponse, null, 2));
} catch (e) {
e.message === 'HTTP request failed'
? console.error(JSON.stringify(e.response, null, 2))
: console.error(e)
}
};



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5 Respostas 5
KlemenHrovat
Colaborador(a)

Bulk Updating Meeting Outcomes + Types

resolver

When a user has an AI notetaker—custom code option or private app—it could check whether a summary is available and, based on that information, automatically change the outcome. 

MHolzer
Solução
Colaborador(a)

Bulk Updating Meeting Outcomes + Types

resolver

@VPrimerano 
The only thing which needs to be done via custom code is the setting of the meeting outcome/type since this is not natively doable via hubspot

everything else can be done via workflows etc. Its just not really intuitive so you are just not gonna get a lot of suggestions from the community

here would be your workflow:

MHolzer_1-1729177325722.pngMHolzer_2-1729177367825.png

 

 

MHolzer_3-1729177752311.png

 

MHolzer_4-1729177981601.png

 

for the code:
also use langugae node.js 20x
short explanation of what the code does:
it takes the record id which we saved earlier in a company property and updates the meeting outcome to XXX whatever you put into the "" 

MHolzer_5-1729179024144.png


Ah and you have to change every Access_Token to the name of your Secrect that you created at the top. Just change each "Access_Token" to your Secrect name or just use Access_Token as a name so you dont have to change anything.

Good Luck! If you have any questions feel free to ask!

Disclaimer: I am not affiliated with HubSpot; this is just a personal workaround that worked for me.

raw code to copy:

const hubspot = require('@hubspot/api-client');
const Access_Token = process.env.Access_Token;
const hubspotClient = new hubspot.Client({accessToken:Access_Token});

exports.main = async (event) => {

const record_id_meeting = event.inputFields['record_id_meeting'];

const properties = {
"hs_meeting_outcome": "SCHEDULED"
};
const SimplePublicObjectInput = { properties };
const meetingId = record_id_meeting; //Meeting ID

try {
const apiResponse = await hubspotClient.crm.objects.meetings.basicApi.update(meetingId, SimplePublicObjectInput);
console.log(JSON.stringify(apiResponse, null, 2));
} catch (e) {
e.message === 'HTTP request failed'
? console.error(JSON.stringify(e.response, null, 2))
: console.error(e)
}
};



karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Bulk Updating Meeting Outcomes + Types

resolver

Hi @VPrimerano,

 

Unfortunately not, no. 'Vanilla' workflows cannot update engagements like meetings and activity based workflows do not exist (yet?).

 

As of now, you would have to work with the HubSpot Engagements API, either through a private app or a custom code action in a workflow, to update meetings in bulk.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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VPrimerano
Participante

Bulk Updating Meeting Outcomes + Types

resolver

Hello,

 

Thank you very much for the quick response!

 

For the custom code option, would that involve the work of a developer?

 

Thank you!

0 Avaliação positiva
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Bulk Updating Meeting Outcomes + Types

resolver

@VPrimerano yes, like the private app, this requires work with the HubSpot API and knowledge of a developer.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.