Moving Meetings from "Scheduled" to "Completed"

[ISiingh]

How to create a workflow to move meetings from "Scheduled" to "Completed" automatically based on the time of the meeting or once it is marked completed.

[christopher-RVO]

@ISiingh  A meeting is marked as completed by the activity owner manually. Are you perhaps referencing a deal stage that has the same title? 

[ISiingh]

Hi, Can we move meetings from scheduled to completed automatically instead
of manually? It can be done based on the end time of the meeting. If the
outcome differs, then the contact owner can change it manually.

Or, a pop-up appears on the contact owner's screen after the meeting end
time, asking to update the status to completed/ rescheduled/ cancelled.

Thanks & regards
Ishha Siingh

[deepikaverma]

Hi @ISiingh ,
Hubspot doesn't offer this feature, but you can create very similar to it based on date rather then time.
Once that date will be passed the custom property value will be set to completed, a notification/ task will be sent to sales rep.

Thanks!

[karstenkoehler · Accepted solution]

Hi @ISiingh,

This is unfortunately currently not possible. There aren't any out of the box capabilities for activity automation. HubSpot doesn't have a specific setting for this either, as far as I know.

Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Auto-Complete-Meeting-Status/idi-p/406376

I'd recommend upvoting and commenting on the request. The product team reviews these requests based on their popularity.

If you want to make it easier for others to find this request, you can help them by accepting my reply as a solution. (I'd appreciate it!)

Have a great day!