Automating Meeting Scheduling in Pipeline

[NJ_001]

Hello everyone,

I've designed a recruitment pipeline which includes the following stages: Application Form Submitted, References Checked, 1st Meeting Scheduled, 2nd Meeting Scheduled, Negotiated & Hired.

Upon reaching the 'References Checked' phase, a meeting scheduler link is automatically sent to the deal's contact person. What I am looking to accomplish is the automatic transition of the deal to the next phase, '1st Meeting Scheduled', once the contact person associated with the deal has selected a meeting date.

My challenge: How can I ensure that HubSpot recognizes that the individual linked to a deal has indeed scheduled the meeting?

Your insights and suggestions would be highly appreciated. Thanks in advance!

[NJ_001]

I solved it, by creating a operational flow that chnages the value of the custom property (meeting status) to scheduled once somebody completed the schedule link.

So it's a little work around but works fine just as well.

Thanks for the insight!

[TomM2]

Hey @NJ_001 you could do this via workflows and conditional deal stage properties. 

What I would do is create a deal workflow, this would enroll people when an associated contact books a meeting. The action on it would then set a custom deal property value. Something like a single checkbox deal property called "meeting booked" to "yes", but this can be whatever you want. 

You can then set your conditional deal stage property "meeting booked" to be known to move a deal into your deal stage. 

Hope this helps! 

[NJ_001]

Hi @TomM2 thanks for the reply.

I've tried making a deal workflow that triggers when a associated contact books a meeting. But this can't be done through a deal workflow. It can be done through a contact workflow, here I can trigger the flow when a contact fills in a meeting schedule link. Does this make any difference or can this cause any problems in the pipeline?

[TomM2 · Accepted solution]

Oh strange, I was sure I did it earlier. I must have been in contact workflows then, it should work the same!