HubSpot Ideas

Amy_Brierley

Create a deal record after contact books a meeting and assign to meeting owner

I am requesting this functionality to automatically create and assign deals for when a meeting is booked with a member of the sales team via one of thier meeting links, in order to improve tracking and save time.

 

Whilst it's possible to create a workflow that creates deals for contacts that have booked a meeting, it's not possible to assign the deal to the meeting owner. It is possible to assign to a specific owner, or a contact owner etc. but in our case the contact owner may not be the same as the meeting owner.