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解決済み
DJohnson4 8月 28日, 2024
Hi, I'm looking for some guidance on setting up a slack notification workflow when a meeting in booked. Here is what i'm trying to achieve: Process Overview : A customer fills out an inquiry form on our website. Upon submitting the form, 続きを読む
0 いいね!
3 コメント
ベストアンサー
メンバー
8月 28日, 2024 14:12
Hi David, I am 90% sure the meeting link will be saved on the record and I think it would be under most recent meeting schedule under activities. You...続きを読む
解決済み
SMorgan3 3月 27日, 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 続きを読む
0 いいね!
3 コメント
ベストアンサー
トップ投稿者 | Elite Partner
3月 28日, 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 some...続きを読む
解決済み
ISiingh 11月 28日, 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.
6 いいね!
4 コメント
ベストアンサー
殿堂入り | Solutions Partner
11月 29日, 2022 00:41
Hi @ISiingh , This is unfortunately currently not possible. There aren't any out of the box capabilities for activity automation. HubSpot does...続きを読む
解決済み
coltonh 5月 11日, 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 続きを読む
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
5月 12日, 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 s...続きを読む
解決済み
SLane1 3月 17日, 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 続きを読む
8 いいね!
2 コメント
ベストアンサー
最優秀メンバー | Diamond Partner
3月 19日, 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 yo...続きを読む
解決済み
MarcusWennmo 3月 08日, 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 続きを読む
ベストアンサー
最優秀メンバー | Diamond Partner
3月 09日, 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 becom...続きを読む
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