Lists, Lead Scoring & Workflows

coltonh
Member

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.**

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

setting workflow goal as "meeting scheduled" for a specific meeting

SOLVE

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 specifically through the form submissions filter under Goals:

 

karstenkoehler_0-1652329862324.png

 

They're all named as "Meeting Link: ...".

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

setting workflow goal as "meeting scheduled" for a specific meeting

SOLVE

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 specifically through the form submissions filter under Goals:

 

karstenkoehler_0-1652329862324.png

 

They're all named as "Meeting Link: ...".

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

coltonh
Member

setting workflow goal as "meeting scheduled" for a specific meeting

SOLVE

Yes, that is what I was referring to. 

 

I did not realize that meetings would be listed under forms. 

 

I feel quite silly seeing how simple this solution was.

 

Thank you, Karsten.

0 Upvotes