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')?
3 semanas atrás
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3 semanas atrás
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Bulk Updating Meeting Outcomes + Types
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@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:
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 ""
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.
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.
3 semanas atrás
- editado pela última vez
3 semanas atrás
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:
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 ""
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.
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