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.
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. 😊
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. 😊
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.
