Sales Hub Tools

smk
Member

Meeting Cancelled Event

SOLVE

I want to create a workflow to change a deal stage if a meeting is cancelled.

 

Possible?  Thanks.

1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Meeting Cancelled Event

SOLVE

Hi @smk 

 

I can't think of a straight forward way to do this to the many to many to many relationships between contacts, meetings, and deals.  You could use the Meeting Outcome = Cancelled in a workflow, but it might be difficult to target the right combination of meeting and deal. 


Best of luck.

Phil Vallender | HubSpot Website Agency

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2 Replies 2
JChen0
Participant

Meeting Cancelled Event

SOLVE

We'd also like to see this function.

 

We need a workflow to reminder our prospects to reschedule, if they canceled a meeting. Adding a meeting outcome would still be manual.

We currently manually enroll prospects into workflow.

0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Meeting Cancelled Event

SOLVE

Hi @smk 

 

I can't think of a straight forward way to do this to the many to many to many relationships between contacts, meetings, and deals.  You could use the Meeting Outcome = Cancelled in a workflow, but it might be difficult to target the right combination of meeting and deal. 


Best of luck.

Phil Vallender | HubSpot Website Agency