CRM

Thomas_Carlsen
Participant

Meeting triggers Slack message

SOLVE

I am trying a simple workflow that triggers a message on slack everytime a salesperson schedules a meeting. Apparently, I was able to make it work when a potential client schedules a meeting, but not the other way around. Does anybody know a solution?

0 Upvotes
1 Accepted solution
danmoyle
Solution
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Meeting triggers Slack message

SOLVE

@Thomas_Carlsen I can see sending a Slack notification when a form is filled out and that form is a meeting link form. But I'm not seeing one for just "meeting exists." But if I understand your question, you could trigger a workflow to start when one of these meetings properties matches your need (like meeting name is known).

danmoyle_0-1657311898310.png

Then the slack message can include the needed info: 

danmoyle_1-1657312009198.png

Does that help? 

 


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/

View solution in original post

1 Reply 1
danmoyle
Solution
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Meeting triggers Slack message

SOLVE

@Thomas_Carlsen I can see sending a Slack notification when a form is filled out and that form is a meeting link form. But I'm not seeing one for just "meeting exists." But if I understand your question, you could trigger a workflow to start when one of these meetings properties matches your need (like meeting name is known).

danmoyle_0-1657311898310.png

Then the slack message can include the needed info: 

danmoyle_1-1657312009198.png

Does that help? 

 


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/