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Create meeting-based workflows

Last updated: March 12, 2026

Available with any of the following subscriptions, except where noted:

Create meetings-based workflows to trigger automations based on meeting activity triggers. Learn more about setting up your meeting scheduling pages in HubSpot. 

Example use cases

The following examples outline the different ways you can use meeting-based workflows:

  • Set up a workflow to automatically update a deal stage after a meeting.
  • Set up a workflow to create a deal record anytime a demo meeting is booked. Then, automatically assign the deal to the meeting owner.

Create a meeting-based workflow

  1. In your HubSpot account, navigate to Automation > Workflows. 
  2. In the upper right, click Create workflow > From scratch.
  3. To set up a meeting-based workflow before selecting any enrollment triggers:
    • In the left panel, click Skip trigger and choose eligible records at the bottom.
    • Search for and select Meeting. 
    • In the top right, click Save and continue.

  1. Alternatively, to trigger a workflow when a meeting is created:
    •  Click to expand the Data values section. Then, click Record Created.
    • Search for and select Meeting.
    • Continue setting up your event enrollment trigger. 
  2. Continue setting up your workflow.


 
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