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Thomas_Carlsen
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Meeting triggers Slack message

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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?

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danmoyle
Solución
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Meeting triggers Slack message

resolver

@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 my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

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3 Respuestas 3
danmoyle
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Meeting triggers Slack message

resolver

Hi @Yuval-Harness. Are you just looking for an email reminder? Or are the folks scheduling with you in a Slack instance with you? 

 

Here's the standard HubSpot functionality - there's a reminder feature built into it, so there's no need for a workflow. 

danmoyle_0-1690979191990.png

 

 

 Does that help? Or is there a different need? 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
danmoyle
Solución
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Meeting triggers Slack message

resolver

@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 my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
Yuval-Harness
Miembro

Meeting triggers Slack message

resolver

Thank you for your answer Dan!
I want to do a similar thing:
When a lead books a meeting through the Sales-Hub Meeting scheduler feature, 
I want to send them a reminder to attend the meeting 1 hour before the meeting starts.

Is there a way to trigger a workflow based on the booked meeting start time?