CRM

MWee8
Participant

Automatically Update Pipeline Based on Meeting Date

SOLVE

Hi all, 

 

Is there a function that allows us to configure the pipeline property to automatically be updated (e.g. 'Appointment Set' to 'Appointment Completed') after the date and time of the meeting set for the Contact/Company has passed? 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatically Update Pipeline Based on Meeting Date

SOLVE

Hi @MWee8,

 

Yes, this can be achieved with workflows in HubSpot. You would leverage the Date of last meeting booked property on the contact record. A contact-based workflow could look like this:

 

karstenkoehler_0-1638864212476.png

 

The "Set property value" can be used to update values in properties on the contact, company or deal. In my example, it's a deal property.

 

Without workflows ( = without a Professional subscription), this can currently not be accomplished, unfortunately.

 

Let me know if you have any follow-up questions!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatically Update Pipeline Based on Meeting Date

SOLVE

Hi @MWee8,

 

Yes, this can be achieved with workflows in HubSpot. You would leverage the Date of last meeting booked property on the contact record. A contact-based workflow could look like this:

 

karstenkoehler_0-1638864212476.png

 

The "Set property value" can be used to update values in properties on the contact, company or deal. In my example, it's a deal property.

 

Without workflows ( = without a Professional subscription), this can currently not be accomplished, unfortunately.

 

Let me know if you have any follow-up questions!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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