Trigger "thank you email" after meeting has taken place
Trigger "thank you email" after meeting has taken place
Hi @EVolkova, I hope you are doing well 😊
If I understood correctly, you would like to send a "Thank you email" to the contact after you have had a meeting with them?
If that is the objective, you can achieve it with a workflow.
1. The reps have to edit the meeting once it's done to change the outcome to completed.
2. Automation - Workflows - Create workflow
2. The trigger would be in activity properties, this time you'll use Meeting outcome > Is any of > Completed.
3. Add a new action - Send email (Make sure the "Thank you email" is already published).
Hope this helps,
Diana
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