So I'm not sure if there is a way to add a contacts meeting information using tokens (or otherwise) in an automated email?
For example, if a customer has booked a call and I want to send them an automated email in a workflow that they get entered into upon completing the meeting booking. Or is there a way that something similar is possible?
If you have the meeting information associated with a custom contact property you could use those tokens in automated emails. The starting criteria of the workflow could be based on the date property of the upcoming meeting.
Thanks for tagging me @jennysowyrda! @Rehanna-TSH, you should have a personalization option available in HubSpot called Last Meeting Booked, which is available to use as a personalization token in emails. That should work for you as long as the customer used the HubSpot Sales book a meeting link and you aren't likely to have customers with multiple future appointments.
- Trevor If my post solves your problem, please accept it as a solution.
If you have the meeting information associated with a custom contact property you could use those tokens in automated emails. The starting criteria of the workflow could be based on the date property of the upcoming meeting.
I understand that it seems like a simple custom contact property, but I see a hole in that logic. We have several sales teams that target different segments. We have workflows that assign contact owners based on marketing information. If a contact transfers from one sales person to another (which would be a manual reassignment), we'd have to manually switch the meeting contact property OR create a separate workflow that assigns meeting links. It would be so much easier if meeting links were part of the user information.
Thanks for tagging me @jennysowyrda! @Rehanna-TSH, you should have a personalization option available in HubSpot called Last Meeting Booked, which is available to use as a personalization token in emails. That should work for you as long as the customer used the HubSpot Sales book a meeting link and you aren't likely to have customers with multiple future appointments.
- Trevor If my post solves your problem, please accept it as a solution.
I thought this would be the way to go about it but I wanted to make sure there wasn't an easier way as I was using the 'Last Meeting Booked' token as @trevordjones had mentioned however, what if they have booked more than one meeting?
Quick background information - this particular client of ours has different services and different meeting links for each service so a customer could potentially book an enquiry meeting under one service but also book another enquiry meeting under a different service. So for this, @jennysowyrda answer is also helpful.