Is it possible to automatically unenroll or cancel a meeting if there’s no reply?

[Iscrisvesu]

Hi everyone,
We use HubSpot Meetings for booking and we're trying to optimize our lead follow-up process using HubSpot.

We want to automatically cancel a meeting if the lead doesn't interact with our reminders (e.g. doesn't reply to WhatsApp messages or emails within X days of the scheduled time).

Has anyone implemented a similar workflow?

[karstenkoehler · Accepted solution]

Hi @Iscrisvesu,

Unfortunately not out of the box, no, there are no meeting-based workflows (which would likely make this possible).

Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Workflows-based-on-meetings/idi-p/1117592

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

For now, workarounds would rely on the HubSpot API: https://developers.hubspot.com/docs/reference/api/crm/engagements/meetings

This could either be approached with a private app or a custom code workflow action (available in Operations Hub Professional or Enterprise).

Have a great day!