CRM

RFeser
Member

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.

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2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating a workflow for the first meeting added to a record

SOLVE

Hi @RFeser,

 

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).

 

However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Activity-Based-Workflows/idi-p/398086

 

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.

 

As far as workarounds go, this would currently involve custom code as part of Operations Hub Professional or Enterprise: https://developers.hubspot.com/docs/reference/api/automation/custom-code-actions – and leveraging the Engagements API endpoint of the HubSpot API.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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0 Upvotes
MHolzer
Solution
Contributor

Creating a workflow for the first meeting added to a record

SOLVE

Hey @RFeser !

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

I summarized a similiar custom code solution on another Community Post here:
https://community.hubspot.com/t5/128172-RevOps-Discussions/Bulk-Updating-Meeting-Outcomes-Types/m-p/...

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)


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3 Replies 3
MHolzer
Solution
Contributor

Creating a workflow for the first meeting added to a record

SOLVE

Hey @RFeser !

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

I summarized a similiar custom code solution on another Community Post here:
https://community.hubspot.com/t5/128172-RevOps-Discussions/Bulk-Updating-Meeting-Outcomes-Types/m-p/...

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)


0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating a workflow for the first meeting added to a record

SOLVE

Hi @RFeser,

 

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).

 

However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Activity-Based-Workflows/idi-p/398086

 

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.

 

As far as workarounds go, this would currently involve custom code as part of Operations Hub Professional or Enterprise: https://developers.hubspot.com/docs/reference/api/automation/custom-code-actions – and leveraging the Engagements API endpoint of the HubSpot API.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes
kennedyp
Community Manager
Community Manager

Creating a workflow for the first meeting added to a record

SOLVE

This is a great question, @RFeser

 

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


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