Exit workflow when meeting booked

[archai46]

I'm using a workflow to send an email that encourages a customer to book a meeting and would like to get it to remind the customer if they haven't booked a meeting after a few days - I can see how to do the time delay but I can't work out if it is possible to exit the workflow when the customer books a meeting. 

Any help appreciated.

[Krystina · Accepted solution]

Hi there! 

You can set a goal for the workflow for contact property >> Date of last meeting booked in meetings tool and decide on "is less than X days from now" - I suggest your booking window - and if they hit that they'll be unenrolled from the WF.

You can also make an if/then branch >> if meeting is booked less than X days from now they finish the WF otherwise they would get the follow up email to book a meeting.

Hope this helps! 

[AInc3 · Accepted solution]

Does anyone have an example workflow they could share to illustrate this? I'm getting hung up on calculating the meeting window time frame to set into a workflow. I'm trying to set up a drip campaign of 4 emails across 3-4 weeks. 

I used to use "if meeting is booked via form submission" but realized that was only specific to landing pages - I need to set the branch to unenroll if meeting is booked via our team's meetings link.  

[Ian_Matt]

Hey @ARowles ,

If you follow Krystina's process described above this should still work with Calendly since a calendly booking still creates a meeting in HubSpot.

Hope this helps! 😄 

Ian

[ARowles]

Thans Ian! 

[Krystina · Accepted solution]

Hi there! 

You can set a goal for the workflow for contact property >> Date of last meeting booked in meetings tool and decide on "is less than X days from now" - I suggest your booking window - and if they hit that they'll be unenrolled from the WF.

You can also make an if/then branch >> if meeting is booked less than X days from now they finish the WF otherwise they would get the follow up email to book a meeting.

Hope this helps! 

[ARowles]

Hello, 

I am in the same situation but I use Calendly which syncs to HubSpot via my calendar. Will it still work?

[AM8]

@archai46 
Adding to what Krystina suggested, you can also set a goal using "clicked on CTA" or " Form Submission" for the meeting booked.