CRM

NJ_001
Colaborador(a)

Automating Meeting Scheduling in Pipeline

resolver

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!

0 Avaliação positiva
1 Solução aceita
TomM2
Solução
Conselheiro(a) de destaque | Parceiro
Conselheiro(a) de destaque | Parceiro

Automating Meeting Scheduling in Pipeline

resolver

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

Tom Mahon
HubSpot Expert | Digital Marketing Specialist | Community Champion
HubSpark

Book a meeting

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


Exibir solução no post original

0 Avaliação positiva
4 Respostas 4
NJ_001
Colaborador(a)

Automating Meeting Scheduling in Pipeline

resolver

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!

0 Avaliação positiva
TomM2
Conselheiro(a) de destaque | Parceiro
Conselheiro(a) de destaque | Parceiro

Automating Meeting Scheduling in Pipeline

resolver

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! 

Tom Mahon
HubSpot Expert | Digital Marketing Specialist | Community Champion
HubSpark

Book a meeting

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


0 Avaliação positiva
NJ_001
Colaborador(a)

Automating Meeting Scheduling in Pipeline

resolver

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?

 

 

 

 

 

 

0 Avaliação positiva
TomM2
Solução
Conselheiro(a) de destaque | Parceiro
Conselheiro(a) de destaque | Parceiro

Automating Meeting Scheduling in Pipeline

resolver

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

Tom Mahon
HubSpot Expert | Digital Marketing Specialist | Community Champion
HubSpark

Book a meeting

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


0 Avaliação positiva