Lists, Lead Scoring & Workflows

Kashish_Garg
Member

Can I create a list of people who did not show up on a meeting?

I want to know how many people who have scheduled a meeting with us did not join the call. Can I create basis this filter on Hubspot?

0 Upvotes
2 Replies 2
KPierce7
Member

Can I create a list of people who did not show up on a meeting?

I know this was posted a while back but figured I would answer for future searchers. 

Our sales team has an automated task assigned to update the Meeting Outcome after each scheduled. meeting. This only works if the status of the meeting is switched to "No Show".

The below workflow adds these contacts to a Static list and also populates "yes" in a custom property so we can filter No Showers in our Contact View. The trigger is "Activity" not contact.

Hope that helps. 

Screenshot 2023-10-25 at 3.28.31 PM.png

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Can I create a list of people who did not show up on a meeting?

Hi @Kashish_Garg,

 

As far as I know, this is not possible. Scheduled meetings are logged on the contact record but not whether the invitees participated or not.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.