Creating a workflow for the first meeting added to a record
SOLVE
How do I set up a workflow to automatically change the meeting type of the very first meeting added to a record? I have tried the trigger of when a meeting is created, but cannot figure out how to set it up so that the filtering only changes the meeting type if it's the very first meeting created.
There is no out-of-the-box functionality which can currently accomplish that as there aren't any meeting-based workflows or activity-based workflows (yet).
These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.
You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.
Like Karsten said Custom code would be needed to change a meeting type of a meeting.
this is the only step where custom code is needed everything else can be done in hubspot by just using Workflows, Filters, Branches and Calculation Properties
it got accepted as solution so you can probably just go off this post and build your workflow something like this
if you have any questions feel free to ask them 🙂
Tip: Its pretty easy to do only the "first meeting created" you can just copy it from the workflow data sources or you just use a custom property where the record id of the first meeting is stored (on the object the meetings are always created)
Like Karsten said Custom code would be needed to change a meeting type of a meeting.
this is the only step where custom code is needed everything else can be done in hubspot by just using Workflows, Filters, Branches and Calculation Properties
it got accepted as solution so you can probably just go off this post and build your workflow something like this
if you have any questions feel free to ask them 🙂
Tip: Its pretty easy to do only the "first meeting created" you can just copy it from the workflow data sources or you just use a custom property where the record id of the first meeting is stored (on the object the meetings are always created)
There is no out-of-the-box functionality which can currently accomplish that as there aren't any meeting-based workflows or activity-based workflows (yet).
These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.
You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.
There are not any default activity or contact properties that define the very first meeting. There are fields like date of first engagement, but this is not always defined by meetings alone.
I want to invite some subject matter experts to see if they have any suggestions.
Hey @DSharma02, @DarianVretenar do y'all have any thoughts on how we might isolate the first meeting engagement in a workflow enrollment trigger? Thanks!
Best,
Kennedy
Did you know that the Community is available in other languages? Join regional conversations by changing your language settings !