Lists, Lead Scoring & Workflows

KGuinn
Participant

Is it possible to change the deal stage when someone books a meeting on a particular meeting link?

SOLVE

Is there a way to make this work only if they book a particular meeting? So if they schedule a tour (one of our meeting links that's specific) they move to "tour scheduled" in our deal pipeline? 

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1 Accepted solution
kvonloesecke
Solution
Community Manager
Community Manager

Is it possible to change the deal stage when someone books a meeting on a particular meeting link?

SOLVE

Hi @KGuinn,

 

You can achieve this with a contact-based workflow! The enrollment trigger would be a form submission "meetings" link and then you would set the deal stage/pipeline for all the deals associated with the contact.

 

Screen Shot 2022-05-23 at 2.44.09 PM.png

 

I hope this helps!

 

Best,

Kristen


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Join regional conversations by changing your language settings !

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3 Replies 3
kvonloesecke
Solution
Community Manager
Community Manager

Is it possible to change the deal stage when someone books a meeting on a particular meeting link?

SOLVE

Hi @KGuinn,

 

You can achieve this with a contact-based workflow! The enrollment trigger would be a form submission "meetings" link and then you would set the deal stage/pipeline for all the deals associated with the contact.

 

Screen Shot 2022-05-23 at 2.44.09 PM.png

 

I hope this helps!

 

Best,

Kristen


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
KGuinn
Participant

Is it possible to change the deal stage when someone books a meeting on a particular meeting link?

SOLVE

Yes! This worked! Thank you so much! 

 

kvonloesecke
Community Manager
Community Manager

Is it possible to change the deal stage when someone books a meeting on a particular meeting link?

SOLVE

You're very welcome!

Glad to hear that worked @KGuinn 😄 

 

Best,

Kristen


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
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