Tips, Tricks & Best Practices

Casie
Participant

Workflows on who scheduled a meeting

I want to change the owner of the records in HubSpot whenever someone sets up a scheduled meeting with them, is there already a way to do this? If not can this please be looked at, would make life easier if in workflows we had the option of "Meeting scheduled by" 

2 Replies 2
Casie
Participant

Workflows on who scheduled a meeting

Yeah sadly this wouldn't work for us as we need it to update from whoever booked the last meeting as they become the owner, so would be ideal if we could base it on the "Meeting scheduled by" that shows in HubSpot's meetings

0 Upvotes
danmoyle
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Workflows on who scheduled a meeting

@Casie I don't see it as an easy-button-fix in HubSpot. I was thinking that if you made an active list where the criteria was Contact property = "date of last meeting booked in meetings tool" is updated in the last 1 day, then trigger the workflow based on list membership that might help. But there's also no "owner of last meeting tool booking." 

 

So I'd suggest taking this to the Ideas Forum here. Unless anyone else has a solution to this. @karstenkoehler ?

 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/