Calendly meeting + Workflows + Cancel meeting + workflow
Feb 29, 2020 12:55 AM
We want to create an email series (workflow) inviting list members to take advantage of a promo by scheduling a call through Calendly.
If they schedule the meeting, we want to take them off the promo workflow. We are ok with Calendly sending the Meeting reminder emails/texts up to the meeting time.
If they cancel their scheduled meeting beforehand, we want another set of emails to follow up and get them to reschedule (appointment abandonment).
If they do reschedule, we're okay with Calendly sending meeting reminder emails/texts (unless you have a better idea that works).
Problem/Question: I haven't figured out to even do step one - create a trigger/filter so that when someone sets the Calendly appointment, they're taken off the Promo workflow. The Calendly contact properties are fill in text boxes? And I'm not sure if Hubspot Meeting properties are the answer to this either.
Does anyone have experience or input with this?