Creating a workflow trigger after meeting has been held

[CCurtis0]

Hi there, 

I'm looking to create a workflow, but the contact owner will send out a non-automatic email personalised with a quote form then from that I'm going to start sending out my emails once that has been sent out which will be within a day of the meeting held.

So initially I would like to create my workflow so that after the meeting is held and the owner has sent of their first emails the work flow will start.

i hope this makes sense if not please let me know.  

[LouiseHare · Accepted solution]

Hi @CCurtis0 ,

Yes, you should be able to do this. The meetings and emails will need to have a uniform name/email subject so they can be identified in the workflow. 

The enrollment trigger should look somehting like this-

Hope this helps,

Louise Hare she/her

Freelance HubSpot Expert

If my reply helped to answer your question please mark it as a solution to make it easier for others to find!

[CCurtis0]

Hi @LouiseHare,

Thank you for this, I was wondering if they reply to the emails can I do a branch for it do stop sending them the emails aswell 

[LouiseHare]

Hi @CCurtis0,

You can, what criteria would you want to stop sending the emails?

Thanks,

Louise Hare she/her

Freelance HubSpot Expert

If my reply helped to answer your question please mark it as a solution to make it easier for others to find!