Sales Hub Tools

Xiawanbai
投稿者

Workflows based on meeting outcome "Completed"

解決

Is it possible to create a workflow on a Lead Object with a trigger meeting outcome: Completed ?
I created a lead stage called "Demo" and want to move all leads that have a meeting assigned to the lead with outcome: Completed.
I cannot find any solution but maybe any of you have any tip how to do it? 

Screenshot 2024-11-07 163121.png

0 いいね!
2件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Workflows based on meeting outcome "Completed"

解決

Hi @Xiawanbai,

 

Yes, to do so click into the enrolment criteria and choose the 'Set up triggers' > 'When filter criteria is met' option. When you start adding filters, you should see a 'Filtering on' dropdown in the second left sidebar that you can change from the lead object to activities. Under activities, simply specify meeting outcome = completed and save 🙂

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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Ktamir
解決策
投稿者 | Platinum Partner
投稿者 | Platinum Partner

Workflows based on meeting outcome "Completed"

解決

Yes, you can do that:

Ktamir_0-1730995396913.png

 



<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">










Karin Tamir










Karin Tamir

HubSpot Expert
Glare Marketing Technologies | HubSpot Platinum Partner



Schedule a Call with me










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2件の返信
Ktamir
解決策
投稿者 | Platinum Partner
投稿者 | Platinum Partner

Workflows based on meeting outcome "Completed"

解決

Yes, you can do that:

Ktamir_0-1730995396913.png

 



<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">










Karin Tamir










Karin Tamir

HubSpot Expert
Glare Marketing Technologies | HubSpot Platinum Partner



Schedule a Call with me










Thumbs Up

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







karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Workflows based on meeting outcome "Completed"

解決

Hi @Xiawanbai,

 

Yes, to do so click into the enrolment criteria and choose the 'Set up triggers' > 'When filter criteria is met' option. When you start adding filters, you should see a 'Filtering on' dropdown in the second left sidebar that you can change from the lead object to activities. Under activities, simply specify meeting outcome = completed and save 🙂

 

Best regards!

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.