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genevagordon
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Member since ‎Aug 8, 2023
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genevagordon on November 21, 2024
Send meeting information to redirected page
Is there any way to pass meeting information to a redirected custom confirmation page? Right now if we have enabled a custom redirect, it just shows this simple confirmation icon for 3s and then redirects to our url with a bunch of tracking paramete read more
Reply Discussion Meetings Sales
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genevagordon
Contributor
November 22, 2023
Reply to Hubspot Meetings automatically sets contacts to MQL
@TomM2 For the full picture, at first we started with a variety of custom lifecycle stages for qualified leads (this is when the default Lead beca...read more
genevagordon on November 21, 2023
Optionally set lifecycle stage when Hubspot Meeting is booked
At the moment, when a meeting is booked through Hubspot Meetings the contact is set to the default lifecycle stage = Lead (if they are a new contact, or if their current lifecycle stage is before Lead). Just like in the Forms settings (see image bel read more
Reply Idea Meetings
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genevagordon
Contributor
November 21, 2023
Reply to Hubspot Meetings automatically sets contacts to MQL
Ah yeah, thanks for this idea @TomM2 . I really don't want to have to make a workflow for every single one of my users that are having meetings with...read more
genevagordon
Contributor
November 20, 2023
Reply to Hubspot Meetings automatically sets contacts to MQL
Thanks for this insight @TomM2 . Yes, we did switch lead to be MQL, so this makes sense. But I really don't want it to behave in this way. It messes...read more
genevagordon
Contributor
November 20, 2023
Reply to Hubspot Meetings automatically sets contacts to MQL
Thanks for your reply too @Jigar_Thakker ! I am not using a form for this. It pops up in the contact record property history as "Forms: Meeting link...read more
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