Logged Meeting Activity pushed to slack

[xtian1]

Hi! I've ben trying to create a workflow to push to a slack channel when a logged meeting happens but I am unable to make it work. Could you provide any help?

[himanshurauthan · Accepted solution]

Hello @xtian1 

You can use HubSpot's Slack integration and set up a workflow in HubSpot. 

Make sure that you have set up the Slack integration in HubSpot. To do this, go to "Settings" > "Integrations" > "Slack" and follow the prompts to connect your Slack account.

Create a new workflow in HubSpot. Go to "Automation" > "Workflows" and click "Create workflow."

Choose the trigger for your workflow. In this case, you want to trigger the workflow when a meeting is logged in HubSpot. So, select "Meetings" as the starting object.

Set up the workflow actions. In this case, you want to send a message to a Slack channel when a meeting is logged. To do this, select the "Send a message to Slack" action.

Choose the Slack channel you want to send the message to, and enter the message you want to send. You can use personalization tokens to include information about the meeting in the message, such as the name of the meeting owner, the date and time of the meeting, and the name of the contact or company associated with the meeting.

Save and activate the workflow.

That's it! Now, when a meeting is logged in HubSpot, a message will be sent to the specified Slack channel. If this helps you plz let me know.

Thanks & Regards
Himanshu Rauthan

[JGeraghty]

Hi @RalphHofacker  I am not sure what you mean when you say"Meeting activity logged"? Are you not able to work with any of the below triggers?

[gkaranth]

Thanks @himanshurauthan for your post!

In the 'Send Slack Notification' action one doesnt have access to the Meetings object to share meeting details. You just have access to the Company or Contact object. What am I doing incorrectly?

Cheers, Gurudev

[JGeraghty]

Hi Gurudev,

You are not doing anything correctly. Because the workflow is a company based workflow, you cannot pull in meeting details unfortunately. 

Maybe this is something you can submit as an idea to Hubspot.

James 

[JGeraghty · Accepted solution]

Hi all, i actually used a company based workflow to solve for this as i found sometimes the logged meetings was not correctly associated to a contact but in most cases it was associated to the company. The below workflow works very well but it comes with a nuance. If a meeting has been logged more than once against a company, the slack message will not fire more than once, even when you have re-enrollment turned on. I reached out to Hubspot support about this & apparently it is an issue that they did not know about. 

[BérangèreL]

Hi @JGeraghty, I hope that you are well.

Thanks a lot for sharing this! 🙂 

Have a great day!
Bérangère

[xtian1]

@himanshurauthan 

Hi! Is there a way that the hubspot / slack integration pushes to the company's associated slack channel all the activity being done with the company? Logged meetings etc?

A friend has this setup at his company which is basically what I am trying to replicate

[himanshurauthan · Accepted solution]

Hello @xtian1 

You can use HubSpot's Slack integration and set up a workflow in HubSpot. 

Make sure that you have set up the Slack integration in HubSpot. To do this, go to "Settings" > "Integrations" > "Slack" and follow the prompts to connect your Slack account.

Create a new workflow in HubSpot. Go to "Automation" > "Workflows" and click "Create workflow."

Choose the trigger for your workflow. In this case, you want to trigger the workflow when a meeting is logged in HubSpot. So, select "Meetings" as the starting object.

Set up the workflow actions. In this case, you want to send a message to a Slack channel when a meeting is logged. To do this, select the "Send a message to Slack" action.

Choose the Slack channel you want to send the message to, and enter the message you want to send. You can use personalization tokens to include information about the meeting in the message, such as the name of the meeting owner, the date and time of the meeting, and the name of the contact or company associated with the meeting.

Save and activate the workflow.

That's it! Now, when a meeting is logged in HubSpot, a message will be sent to the specified Slack channel. If this helps you plz let me know.

Thanks & Regards
Himanshu Rauthan

[xtian1]

Himanshu,

Hi! Thanks for the insights. I have a question now, for the workflow what will it be? A company based, a contact based? I have trying out (prior to reaching this forum) with company based 

for the setup trigger, I do not see meeting immediately. I chose company, since I want all company logged meetings to pushed to slack but there arent any logged meetings options.

regards,

xtian1

[himanshurauthan]

Hello @xtian1 

For the setup trigger, you should choose "Contact-based" as the starting object, not "Company-based".
This is because meetings are associated with individual contacts in HubSpot, so the workflow needs to be triggered by a contact record being updated with a logged meeting.
When you choose "Contact-based" as the starting object, you should see an option for "Meeting activity logged" under the "Select trigger" dropdown menu. Select this option to trigger the workflow when a meeting is logged.

If you don't see the "Meeting activity logged" option, make sure that you have meetings enabled in your HubSpot account and that you have logged at least one meeting for a contact. Once you have selected "Meeting activity logged" as the trigger, you can set up the "Send a message to Slack" action as described in the previous response.

[RalphHofacker]

Hi

After choosing "Contact-based" as the starting object

, I cannot see an option for "Meeting activity logged" under the "Select trigger" dropdown menu. Either I select when an event occurs or when filter criteria are met, but in either case, there is no such option that can be selected in the trigger criteria.

 

Meetings are enabled in my Hubspot account.

What am I doing wrong here?

Thanks
Ralph

[ag_trysidekick]

Hi @RalphHofacker - 

The challenge with doing this natively through the HubSpot integration is that the properites associated with Engagement Object (of which meetings is a part) is not availble to used.

As a workaround for this, we built another HubSpot Slack Integration, and enabled the same use case you're mentioning (because the engagement object can be accessed via the API). Have a look at this page - https://trysidekick.com/use-cases/meeting-update (we've mocked up what the Slack message could look like). This message is completely customizable. 

If something like this works for you, I'm happy to talk to you further and help get setup.