I have users logging manual meetings and adding their notes there. Once the call notes are done I have a field that will trigger a zap. in the message I would like to include the link to latest meeting logged in the company. How can I do this?
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+14- Zapier Orchestrator & Solution Partner
Hi
Good question.
To help us have more context, please post screenshots of a specific examples about how you are trying to have the meeting link logged on the Company.
- Beginner
sure.
Here is an example of a meeting I logged
once everyone finishes adding their notes, we have a different field that indicates notes are done. once that field is changed to Done - a zap is fired. I want to add in that zap the link to the last logged meeting on this company.
to get the link manually I would do this:
this is the link:
https://app.hubspot.com/contacts/***our company id***/company/COMPANY ID/?engagement=41579661957
I have worked more on this since I first posted the question so now the only the missing link for me is the engagement number after the “=”
+14- Zapier Orchestrator & Solution Partner
The Zap action: HubSpot - Create Engagement (can only be assigned to a Contact)
So you may have to explore using the HubSpot API: https://developers.hubspot.com/docs/api/overview
+14- Zapier Orchestrator & Solution Partner
The screenshots was to provide context and limitations.
So you may have to explore using the HubSpot API: https://developers.hubspot.com/docs/api/overview
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