Jul 23, 2020 4:38 PM
DOes anyone know how to edit the Meeting Link Property on a per-user basis?
We're not using HS for meeting bookings- we use calendly. I need to get each
All I want to do is be able to insert the rep-specifc calendly link in an email being sent on behalf of that rep.
I mean, don't offer that as a token if I can't edit the bloody thing.
Solved! Go to Solution.
Jul 24, 2020 11:49 AM
So I figured out a workaround. First, create a new contact property - I called mine "HubSpot Owner Calendly URL."
Then I created a workflow with the trigger being that the "HubSpot Owner contains one of .... (HubSpot Users On Sales Team)".
Next do an if/then check in the workflow - "if the HubSpot Owner contains exactly (Specific HubSpot User)", then "Set contact Property HubSpot Owner Calendly URL to https://calendly.com/user_name"
If it doesn't match, then it does an if/then check on the next rep, and so on.
Doing this then allowed me to use that new "HubSpot Owner Calendly URL" as a personalization token in the email.
Tested, and it works like a charm.
Jul 24, 2020 11:49 AM
So I figured out a workaround. First, create a new contact property - I called mine "HubSpot Owner Calendly URL."
Then I created a workflow with the trigger being that the "HubSpot Owner contains one of .... (HubSpot Users On Sales Team)".
Next do an if/then check in the workflow - "if the HubSpot Owner contains exactly (Specific HubSpot User)", then "Set contact Property HubSpot Owner Calendly URL to https://calendly.com/user_name"
If it doesn't match, then it does an if/then check on the next rep, and so on.
Doing this then allowed me to use that new "HubSpot Owner Calendly URL" as a personalization token in the email.
Tested, and it works like a charm.
Jul 24, 2020 3:44 PM
Thanks for sharing your solution @Billsen!