Mar 18, 2022 2:57 PM
We're trying to integrate Hubspot into our workflow, but I'm blocked by an inability to use timestamps (time of day) both as triggers for actions/workflows, as well as inability to insert timestamps in emails.
The problem I'm trying to solve is this:
We let customers book meetings through custom forms on our webpage, which also includes important metadata.
At the day of the meeting, I want to send a reminder to our sales rep about the meeting, along with the relevant metadata. The email should among other information include the exact time of the meeting.
At a predefined time before the meeting, I want to send a reminder to the customer, along with a video call URL. Ideally this should be X minutes before the meeting, but I can live with sending this at a fixed time. The reminder should be sent as SMS and email.
I've read personalization token docs, including the part about filters not working in emails, and tried working with meetings, tasks, moving fields between deals and customers, etc. I can't seem to find any combination of values/properties that enables this workflow. It's a bit surprising- as far as workflows goes I think this is pretty vanilla? I would be grateful for any pointers!
Mar 21, 2022 9:01 AM
Thanks for the information provided. This is very helpful! 🙂
I'll invite a few experts to our conversation.
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Mar 22, 2022 10:21 AM
Hi @kvonloesecke , thanks for bringing some experts into the discussion!
I've now solved this temporarily by stringing together different triggers and technologies:
As you can see, it's much ado about not a whole lot. My needs are fairly basic I would say, and could be solved entirely in Hubspot with a few changes:
Thanks again for bringing more eyes on this, I really appreciate it.