How to auto-set “Call and meeting type” on Meeting records based on associated Deal + Deal stage?

[BGullu9]

Hi all! We log a lot of client meetings in HubSpot (many are created by a call-recording tool and appear as Meeting records). We’d like to auto-populate the HubSpot meeting field “Call and meeting type” with a small set of generic categories, e.g.:

• Discovery

• Progression / later-stage

• Internal / non-sales

• Other

Goal
Automatically classify each meeting so we can report historically by month (counts by type, basic outcomes, etc.).

High-level rules

If a meeting has no associated deal, stamp it as an early-stage/discovery-type meeting (with some guardrails).

• If a meeting (contacts) is associated with a deal, set the meeting type based on the deal stage at the time of the meeting (early vs mid vs late stage).

• Internal/vendor/non-customer meetings → “Other”.

Problem
I can’t find a reliable way to update “Call and meeting type” on Meeting records using standard workflow actions, and I’m not sure what the officially supported approach is even with Ops Hub / custom code.

Questions

1. Is “Call and meeting type” on Meetings editable via workflows (no-code or with custom code)? I can't find this option under "Edit a record" workflow action. 

2. If not, what’s the recommended pattern to achieve this without introducing a new custom field?

3. If yes, what’s the best-practice setup to set it using deal association + deal stage, in a way that runs for every new meeting?

Thanks! Any pointers or screenshots of a working setup would really help.

[karstenkoehler · Accepted solution]

Hi @BGullu9,

---

Is “Call and meeting type” on Meetings editable via workflows (no-code or with custom code)? I can't find this option under "Edit a record" workflow action.

Unfortunately: no. There are no meeting-based workflows which means that meetings can't be enrolled in automation. Neither based on deal properties, nor based on anything else. This would require working with the HubSpot API and a custom code action. I don't see a way around that, unfortunately.

Best regards!

[karstenkoehler · Accepted solution]

Hi @BGullu9,

---

Is “Call and meeting type” on Meetings editable via workflows (no-code or with custom code)? I can't find this option under "Edit a record" workflow action.

Unfortunately: no. There are no meeting-based workflows which means that meetings can't be enrolled in automation. Neither based on deal properties, nor based on anything else. This would require working with the HubSpot API and a custom code action. I don't see a way around that, unfortunately.

Best regards!

[BGullu9]

Many thanks, Karsten!

Do you know if it’s definitely possible to update meeting engagement properties (specifically Call & meeting type / hs_activity_type) using a HubSpot Private App token + Ops Hub custom code?

I’ve attached a screenshot of my workflow trigger. The approach is: when a meeting outcome is set to Completed (i.e., the meeting ends), the custom code would update Call & meeting type based on the associated deal and its stage at that time.

Thanks!

 

[karstenkoehler · Accepted solution]

@BGullu9 keep in mind that this workflow would not fire for every meeting - it would trigger exactly once for a contact, as re-enrollment based on meeting properties is not possible.

You should be able to PATCH to /crm/v3/objects/meetings/{meetingId} -- see here: https://developers.hubspot.com/docs/api-reference/crm-meetings-v3/guide

Best regards!