setting workflow goal as "meeting scheduled" for a specific meeting
SOLVE
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?
However, I can't figure out how to assign the workflow goal to "contact schedules meeting" for a specific meeting.
Simply put, I need to know how to remove a contact from this workflow when they schedule a meeting on a specific meeting.
**Also, this tool is poorly named because it makes it quite difficult to communicate what I'm trying to say.**
Are you referring to a meeting link submission / booking via a meeting widget? If so, you should be able to reference one link specifically through the form submissions filter under Goals:
They're all named as "Meeting Link: ...".
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Are you referring to a meeting link submission / booking via a meeting widget? If so, you should be able to reference one link specifically through the form submissions filter under Goals:
They're all named as "Meeting Link: ...".
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer