Workflows based on meetings

[SNande]

It would be really useful if we could create workflows based on meetings, as we do with contacts or deals. To give you an example, I wanted to create a workflow that would change the stage of the deal automatically when a meeting is created with a future date. Even though I found a way to create the workflow, I could not use it as it did not allow me to re-enroll due to using meeting properties. For a lot of businesses, you can have multiple meetings with a customer before selling, so it would only make sense that you can re-enroll data in the workflows.

[SNande]

Hello!

Melissa, Product Manager for Meetings, here! I'm so excited to share that we have workflows based on meetings out in a really small private beta! I'm looking for early testers that are comfortable with both workflows and meetings that are willing to work closely with me to share what you plan on building and if it was successful through the beta!

If you are interested in trying it out and willing to complete thorough testing and share feedback, please reach out to me at mparham@hubspot.com and we will get you set up!

Melissa

[SNande]

Hi folks!

I'm Melissa, the Product Manager for the Meetings tool.

I know it has been a little while since the last update here, so I just wanted to reach out to let you all know that this is still very much a focus for my team and we are continuing to make progress. We hit a few bumps that we are working on resolutions for, so I can't provide a timeline just yet, but we are very eager to get this in your hands! I'll keep this thread in the loop once a beta is ready.

Thank you all for your feedback!

Melissa Parham

[SNande]

Hi everyone! This is now in development 🙂 We'll be sure to update you when there's any more information regarding a release date. 

[SNande]

Hi everyone! My name is Hallie, and I'm an APM on our CXM Team here at HubSpot. I'm excited to share that meetings-based workflows are in planning! There isn't a timeline yet for when this will be available because of some other high-priority projects, but as soon as I have more details from our product team, I'll share an update here. Thanks for your continued patience and feedback on this matter. 😊

[AndreaK]

Yes, since properties and index page are now in beta I hope we can have meeting workflows as well soon.

Use case: 
Be able to update location on meetings based on what a customer has added as thier home address in the meeeting scheduler.

[hhiggins]

Hi everyone! My name is Hallie, and I'm an APM on our CXM Team here at HubSpot. I'm excited to share that meetings-based workflows are in planning! There isn't a timeline yet for when this will be available because of some other high-priority projects, but as soon as I have more details from our product team, I'll share an update here. Thanks for your continued patience and feedback on this matter. 😊

[AAbu-Farha]

My use case is that I want to update the meeting outcome based on a change in the deal stage. This is important for our daily operations to keep track of our team's utilization on meetings.

[Jigar_Thakker]

This is going to be helpful

[04534]

We really need Hubspot's help with meeting-based workflows. This will allow us to migrate a number of expensive processes in thrid-party tools over to Hubspot. 

When we dont' have this feature, we continue to accumulate debt outside of Hubspot. Hope you can roll this our soon!

Thanks,

James

[RPepin9]

Would love an update on timeline for this release if possible!

[hhiggins]

Hi everyone! This is now in development 🙂 We'll be sure to update you when there's any more information regarding a release date. 

[BCooper81]

Would very much like this. Our use case: create a property for "Date of last customer success meeting" where meeting type = "customer success meeting". 

[VVebere]

Great news. We'd like to automate a few things based on Meeting Types and Outcomes. 

[staveleyflow]

Can't wait for this! Was trying to create a workflow today to create a task of the meeting owner when the meeting type is null

[PHA_iPadag]

+1 looking forward to seeing this implemented now that it's in development. Couple of use cases for us:
1. The Company association Meeting --> Company is not a filterable field on the CRM view. I've created a dropdown "label" that's manually adjusted on every meeting creation as a filter. A workflow based filter would let me automate that step to match the label based on associated company.

Would a meeting-based workflow also allow us to create a meeting based on a trigger @hhiggins? 
Specifically looking to create a meeting associated with a deal/appointment based on some pipeline stage. Thanks for the update and excited to see this rolled out! 😀 

[SRussell_FA]

can't wait for this!

[NBT27]

The Meetings object is a large part of our processes, and not having the ability to create Workflows for it is a significant hinderance to our productivity. 

[TGodfrey]

@hhiggins any update on this?! Been waiting for meeting based workflows for years! Really excited for this. 

[reehalr]

patiently waiting for this... any idea on timeline @hhiggins?

[EMertens]

Need this so bad!! Seriously would make a huge impact for us and our MANY clients. @hhiggins 

[HWilliam]

One can only hope...

[JRuppel]

@hhiggins love to hear this is in dev!!

[BGullu1]

Has this been released?

[JHansen0]

I am also waiting with bited breath for this feature!  🙂