"Meeting name is unknown" not matching criteria

[02092]

I want to keep sending lead nurturing emails to my inbounds if they have not booked a meeting.

To do this, one of my enrollment criteria in lead nurturing flow is to check if there has ever been a meeting with an inbound lead, if there has the lead will not be enrolled.

I do this by checking object Any Activity and checking if the meeting name is unknown. If the meeting name is unknown then the lead will be enrolled and go through the next steps of the workflow, but in my case, the leads who have not booked a meeting ever still do not qualify for this criteria.

Am I using this criteria incorrectly or perhaps there is a better way to check if an inbound lead has booked a meeting?

[Ben_M]

What your rule is looking for is someone with an activity, that is a meeting, without a meeting name. But it sounds like you just want those without a meeting altogether. I would consider looking at the property of date of last meeting booked is unknown on the contact record. Or if you have no-shows and reschedules, you could look at the status of the meeting task to see whether that meeting activity took place or not.

[02092]

Thank you for your prompt answer, but it seems that property "Date of last meeting booked in meetings tool" only checks if the meeting has been booked directly from a Hubspot meeting link which is not always the case + the criteria still didn't trigger while the meeting was booked from a Hubspot meeting link, not sure what's up there.

[karstenkoehler · Accepted solution]

Hi @02092,

By checking for any activity where the name is unknown, you're telling HubSpot that it should only return contacts who have had a meeting – with the added requirement that this meeting cannot have a name.

To achieve what you're trying to do, I'd recommend creating a list of contacts who are associated to any activity of the activity type 'Meeting'. You can then use this as an exclusion list.

Best regards!

[02092]

Thank you for your prompt answer. This does indeed resolve the issue. It didn't come to mind tho, since it's an extra step by making an active list.

Would be a nice criteria to have in Hubspot - simply check if there ever has been a meeting with a lead.