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Workflow Trigger: Meeting Scheduled

: Delivered
willcurran
Submitted by willcurran on ‎04-16-2017 07:28

Would be great to have a workflow trigger to trigger on a meeting scheduled using the meeting tool.

See more ideas labeled with:
HubSpot updates
Workflow Trigger: Meeting ScheduledHubSpot Product Team
changed to: Delivered
03-30-2018

Hi everyone! I am thrilled to announce that this functionality is now live. Check out #3 in this product announcement for details.

Workflow Trigger: Meeting ScheduledHubSpot Product Team
changed to: In Beta
03-06-2018

30 Replies
roisinkirby
Community Manager
Community Manager
‎09-20-2017 12:15
updated to: Idea Submitted
 
Elyssa
Elyssa
New Contributor
‎11-20-2017 05:03

Definitely, that would be so great - I was stupidly looking for this in the contact properties thinking it existed already!

Julian
Julian
Occasional Contributor
‎11-21-2017 10:34

It would be great that it created a personalised token based on the day and time. So you can then create a workflow with an email based on the meetings form being filled in. It would also then create a list of that specific meeting so you could then see all the people who have applied for that meeting.

 

So it could be a product demo for instance. They sign up it trigggers a workflow with an email and there date and time with some nice blurb. then an hour before there demo it sends a reminder and there details go in a alist.

TashaDalB
TashaDalB Regular Contributor | Gold Partner
Regular Contributor | Gold Partner
‎12-07-2017 10:11

yes - great idea - I too thought it was already a feature went looking for it just now!

Svet222
Svet222
Occasional Contributor
‎01-04-2018 09:14

I agree! It would be great to have Meetings be part of a workflow. We're currently working on a sales drip campaign consisting on about 8 emails. It would be great to have one of the goals set to "set a meeting" to kick them out of the workflow.

Clean_Machine
Clean_Machine
New Contributor
‎01-28-2018 06:57 - edited ‎01-28-2018 06:57

I was digging in the workflows for almost an hour trying to find this option.....When a meeting is scheduled---->do the following. I am hoping there is an ETA for this HubSpot? 

AllenHelms
AllenHelms
Occasional Contributor
‎02-19-2018 02:45

Yes, definitely need to be able to use Call/Meeting/Activity Types as criteria for enrollment into Smartlists, Workflows and Sequences.

 

Allen R. Helms

HubSpot/SalesForce CRM Consultant

www.OrganicEndeavors.com

Lionheart-Paul
Lionheart-Paul
Regular Contributor
‎02-22-2018 05:14

 You can use the Contact Property "Last Meeting Booked", but it would be much easier if there was access to when that field was changed, instead of the meeting date.

hroberts
HubSpot Product Team
HubSpot Product Team
‎03-06-2018 05:37
updated to: In Beta
 
kristjan
kristjan
New Contributor
‎03-15-2018 03:22

@hroberts is this being worked on? I was thinking about setting up my first workflow - and this was the first no-brainer to try out. Didn't find out, found this post, and curious to know if you are going to implement this.

 

For outbound this is super useful:

A) Create a sequence

B) If meeting booked create lead