How can I update a custom meeting type when a meeting is created?
I have a custom meeting type of Demo. I want a workflow to update this field when a meeting is created in HS via Outlook and the meeting name contains the word Demo. I cannot find a way to access this field to create the workflow trigger.
this is currently not supported. As my colleague mentioned below, it would be great if you can upvote and comment on this Idea to bring this feature request to the attention of our product teams. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes. Thank you!
This is not possible at this stage within HubSpot, I'd recommend upvoting and commenting this Idea in our Ideas Forum regarding this. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes.
I'd like to be able to set meeting type based on a contact field (ex. if contact type is partner, set the meeting type to Partner, if contact type is Media, set meeting type to Media etc). This way I can disclude non-sales meetings from reporting.