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AJacob
Participant

How to copy activity / engagement properties into a Contact / Company property

SOLVE

Hi all.

 

I am trying to create a workflow to create a task for a team member the day before a meeting happens. We are using Calendly and have set up the Calendly integration so this information is being tracked on the contact and deal activity.

 

However, I am not able to create a workflow where I can use this information directly (there is no ability to use delay until date being meeting date since we don't use Hubspot meetings nor can I use delay until event).

 

What I then wanted to do was copy the Meeting start time to one of the fields that I could use but I am not seeing an option to copy this field either.

 

Does anyone know how to do this / another approach to solving this issue.

 

Goal is that I can trigger a task 1 day before meeting which is scheduled with Calendly.

 

Thanks in advance

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1 Accepted solution
MrJustinGivens
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

How to copy activity / engagement properties into a Contact / Company property

SOLVE

@AJacob I did this the other day for a client. You can use the Next Activity Date property to use in your automation. Then filter the automation based on the meeting name within the activity grouping if you only want specific meeting names.

 

MrJustinGivens_0-1666820187445.png

(Requires Zapier and not my recommended option)

Another option is to use Zapier to then date the start date from Calendly and push it into a property. 

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4 Replies 4
MrJustinGivens
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

How to copy activity / engagement properties into a Contact / Company property

SOLVE

@AJacob I did this the other day for a client. You can use the Next Activity Date property to use in your automation. Then filter the automation based on the meeting name within the activity grouping if you only want specific meeting names.

 

MrJustinGivens_0-1666820187445.png

(Requires Zapier and not my recommended option)

Another option is to use Zapier to then date the start date from Calendly and push it into a property. 

christopher-RVO
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

How to copy activity / engagement properties into a Contact / Company property

SOLVE

@AJacob  Does calendly have a property in your account that specifies the date of the calendly meeting that was booked?

 


Christopher Barnett - VP of Revenue at Aptitude 8


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christopher-RVO
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

How to copy activity / engagement properties into a Contact / Company property

SOLVE

@AJacob  do you know if the calendly integration is stamping the 'Date of last meetings booked in meetings tool' property?

If it is, you could create a Contact-based workflow centered around a contact date property, and specify if that date is less than 2 days out create a task and assign to whoever. 


If calendly doesn't do that as part of the integration I would recommend submitting that to their support team. 


Christopher Barnett - VP of Revenue at Aptitude 8


AJacob
Participant

How to copy activity / engagement properties into a Contact / Company property

SOLVE

Hi Chris - I appreciate you taking the time. Unfortunately, Calendly doesn't stamp the date of last meetings booked in meetings tool field. I'll reach out to them

0 Upvotes