The goal is to ensure every meeting is scheduled, tracked, and logged in HubSpot with the correct type and outcome — keeping reporting accurate and triggering the right automations.
1️⃣ Book Directly in HubSpot
- Go to the contact/company/deal record → click Schedule meeting
- Add meeting details: title, date, time, attendees
- Choose the correct Meeting Type (e.g., Discovery, Demo, Follow-up)
- ✅ Make sure the meeting is associated with the right contact(s), company, and deal
2️⃣ Book from Google/Outlook Calendar
- Create the event in your Google/Outlook calendar and invite the prospect’s email
- HubSpot will log the meeting automatically on the contact record
- After the meeting, check HubSpot and update:
- Meeting Type (Discovery, Demo, etc.)
- Outcome (Completed, No-show, Cancelled)
3️⃣ Prospect Books via HubSpot Meeting Link
- Send your HubSpot meeting link (Discovery, Demo, or General)
- Meeting will be logged automatically with the right type
- After the meeting, update the Outcome in HubSpot
🔹 Discovery → SQL Workflow
- When a meeting is logged with:
- Type = Discovery
- Outcome = Completed
- ✅ HubSpot workflow will automatically move the contact to SQL
- No extra step needed → just ensure type & outcome are set correctly
✅ Best Practices
- Always double-check every meeting in HubSpot has:
- Meeting Type
- Outcome
- This keeps reporting accurate
- Ensures automations (like the SQL workflow) run correctly
🎯 Outcome
By following this workflow, all meetings are properly logged in HubSpot, linked to the right records, categorized by type, and tracked with outcomes — ensuring smooth automation and reliable reporting.