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Workflow Trigger: Meeting Scheduled

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

HubSpot updates
Workflow Trigger: Meeting ScheduledÉquipe de développement de HubSpot
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 ScheduledÉquipe de développement de HubSpot
changed to: In Beta
03-06-2018

30 Commentaires
BillatPromomash
Nouveau contributeur

Agreed! That would be extremely useful!

egarciavaz
Contributeur occasionnel

When someone books a meeting using the Meetings tools and was not already in the Contacts database, would be wonderful if HubSpot assigns a lifestage cycle and sources values when applicable.

 

Also, Meetings data needs to be part of the Workflow tool.

vinnypoliseno
Contributeur occasionnel

If we are already collecting this data why can't we leverage Meeting a contact property or event within workflows? Seems silly that the data is collected as it feeds back to the Contact's record but can't do anything with it. Much needed to really enhance this portion of the product.

Équipe de développement de HubSpot
Équipe de développement de HubSpot
Statut mis à jour : Needs Detail

@egarciavaz for workflows, you can add your kudos to this idea: https://community.hubspot.com/t5/HubSpot-Ideas/Workflow-Trigger-Meeting-Scheduled/idi-p/12129

 

Can you clarify the original part of your idea? Are you looking for additional settings on Meetings link that would let you say "if a contact books a meeting using this link, set their lifecycle stage to X"?

egarciavaz
Contributeur occasionnel

Well,

 

The idea is to have access to the information generated by the Meeting tool to use it in Workflows. For example, I could setup a workflow to change the life stage cycle of the contact based on wich of the meetings links the person used to ask for the meeting. Another idea would be to trigger an email based on the day or time the meeting was setup.

daniella1993
Contributeur occasionnel

Agreed!

lloydsilver
Contributeur occasionnel

To be quite blunt, this tool is pretty worthless if we can't somehow trigger a workflow. I mean, we can do this with ScheduleOnce, Acuity, or any of the other scheduling tools out there that have Zapier integration. In its simplest form, if it just records the name of the meeting being scheduled it would be sufficient.

vinnypoliseno
Contributeur occasionnel

I agree here with lloydsilver as the tool has power to leverage data but doesn't. We left ScheduleOnce because it wasn't easy to tie into our website based off lead/contact owner as HubSpot Meeting is proving to be. Let's get the the Meeting portion of the tool some desperate attention it needs.

lloydsilver
Contributeur occasionnel

FYI, I'd told by a support rep there are no plans to implement this change.

Steven-Male
Nouveau contributeur

Omg yes please!! Seems so silly that it hasn't been done lol.