Can Hubspot detect the Calendly meeting date?SOLVE
4 weeks ago - last edited 4 weeks ago
I have a Calendly integration with Hubspot, and have a workflow for clients. I have it so that each time someone schedules a Calendly meeting (Meeting description contains any of Calendly), it will send them a post-meeting email. But I realized that it will send that meeting right away, instead of waiting for the date of the meeting. Is there a way that Hubspot can detect when that meeting date is, and use that to trigger when the post-meeting email is sent? I don't want to have it wait 'x' days either, because some meetings are scheduled far out while others are closer.
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4 weeks ago
Hi @arandazzo ,I think it's possible to deal with something like this if the calendly date is saved somewhere in HubSpot as a property. Then, what we can do is utilise a workflow that "centers on a date property" to say that the email should be sent on the date of the meeting.However, once again, it'd be best to take a look at the specific case—for now though, that's my best guess at how to resolve the issue!
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