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SMorgan3 on March 27, 2023
Hi there, not sure this is the right location to post this, if anyone knows of a more appropriate place please let me know. I'm trying to build a workflow to invite customers to a training session where they get a follow up email if they haven't read more
0 upvote
3 Replies
Accepted Solution
Top Contributor | Elite Partner
March 28, 2023 04:11
Hello @SMorgan3 Are these meeting links that you have specially created to book meetings for this training? If yes, maybe you can try more
ISiingh on November 28, 2022
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.
4 Replies
Accepted Solution
Hall of Famer | Partner
November 29, 2022 00:41
Hi @ISiingh , This is unfortunately currently not possible. There aren't any out of the box capabilities for activity automation. HubSpot more
coltonh on May 11, 2022
I have a workflow that enrolls contacts when they've filled out a specific form, nurtures them with an email sequence, with the ultimate goal of getting them to schedule a meeting through the HS meetings tool. Seems simple enough, right? How read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 12, 2022 00:31
Hi @coltonh , Are you referring to a meeting link submission / booking via a meeting widget? If so, you should be able to reference one link more
GYusuf on October 22, 2021
Can CTA be changed in an email using a workflow. example when a contact receives an email through a workflow and we want that CTA (book a meeting) in the email to book a meeting with the contact owner. so the workflow will have to check who the cont read more
Community Manager
October 25, 2021 09:40
Hi @GYusuf , Thank you for reaching out to the Community! I want to tag in some subject matter experts to see if they have any more
SLane1 on March 17, 2021
Hi Community! Is there a way to create a calendar event from within a work flow without using Zappier? My end goal is to create a calendar event in Google Calendar when a deal transitions between certain states in a pipeline and it looks like th read more
2 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
March 19, 2021 05:13
Hi @SLane1 Unfortunately, there is no way currently to create a meeting within a workflow - you are right. For now I recommend you pursue more
MarcusWennmo on March 08, 2021
Hi, Im setting up our ways of working at the company with MQLs and SQLs and I'm having trouble finding the best practices. I really want to avoid creating a deal of all the MQL, since tagging companies and contacts with Life cycle stage (LCS): Oppo read more
Accepted Solution
Most Valuable Member | Diamond Partner
March 09, 2021 04:28
Hi @MarcusWennmo This is a topic I love discussing! Since all contacts that convert on your website (by submitting a form) will more
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