Help with Deal Creation from Meeting Booked

Casady54
Participant

Hello,

I am looking for advice on the workflow I've attached. The goal of this workflow is to assign ownership of a contact, create a deal, and assign a deal stage based on a meeting booked. The stage of the deal is determined based on the meeting name. 

We are utilizing meetings with MS Teams. 

 

Currently, my workflow is failing at the first branch. 
Any thoughts or opinions on a better way to accomplish this?

 

Deal-Creation-from-Meeting-Booked.jpg

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1 Accepted solution
trevordjones
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Hi @Casady54 ,

 

Try using Activity Assigned To = HubSpot User for that branch.

- Trevor
If my post solves your problem, please accept it as a solution.

 

Trevor Jones

Consultant II

Process Pro Consulting
mobilePhone
(207) 939-7689
emailAddress
tjones@processproconsulting.com
website
processproconsulting.com
address
Remote from Maine
linkedin

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0 Upvotes
1 Reply 1
trevordjones
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Hi @Casady54 ,

 

Try using Activity Assigned To = HubSpot User for that branch.

- Trevor
If my post solves your problem, please accept it as a solution.

 

Trevor Jones

Consultant II

Process Pro Consulting
mobilePhone
(207) 939-7689
emailAddress
tjones@processproconsulting.com
website
processproconsulting.com
address
Remote from Maine
linkedin
0 Upvotes