HubSpot Ideas

annieg241

Creating a workflow for people that have scheduled meetings

I am looking to create a workflow for people that have scheduled meetings. The workflow ideally will look like this:

 

Someone fills out the meeting link OR a sales person schedules a meeting with a prospect. 

 

The prospect gets automated, personalized meetings 1 day before the meeting, 8 hours before the meeting, and 30 minutes before, as well as a text. 

 

Right now, there is a feature to send pre-meeting reminders for the contacts that have set up meetings through the meeting link tool in Hubspot. However there are a few problems with this: 1) not all meetings are booked through these meeting links 2) these emails cannot be customized 3) there cannot be more than 1 email, so even if I could customize, it doesn't give me the option to send a second, different email to the prospect

 

I think this would be an extremely useful tool to reduce no-show rates. 

1 Reply
CGrabon
Member

YES! This would be very helpful! We are trying to reduce no-show rates as well.