AE Assignment - Outbound - Meeting Booked
| Field | Value |
|---|---|
| ID | 103165672 |
| Status | Enabled |
| Object Type | CONTACT |
| Scope | ambiguous |
| Created | Feb 4, 2026 |
| Updated | Feb 6, 2026 |
Functional Analysis
Business Trigger: A meeting is booked through outbound prospecting efforts
Business Outcome: Update contact and company records to reflect successful meeting booking and mark outbound status as active
Type: StateChange | Complexity: medium
Cross-object updates with association-based property mapping from engagement data
**HubSpot Workaround:** Using UNSUPPORTED_ACTION to access engagement data through associations, likely due to HubSpot's limited direct access to engagement properties in workflows
How This Workflow Functions
This workflow is designed to convert the trigger "A meeting is booked through outbound prospecting efforts" into the outcome "Update contact and company records to reflect successful meeting booking and mark outbound status as active".
| Runtime Metric | Value |
|---|---|
| Total action nodes | 2 |
| Decision points (branches) | 0 |
| Data update actions | 0 |
| Delay/wait actions | 0 |
| Notification actions | 0 |
| Task creation actions | 0 |
| External call actions | 0 |
Enrollment / Entry Criteria
Legacy Segment Criteria
| Group | Criteria |
|---|---|
| 1 | No filters |
Step-by-Step Action Flow
| Sequence | Context | Action Type | What Happens |
|---|---|---|---|
| 1 | Main Flow | UNSUPPORTED_ACTION | Execute UNSUPPORTED_ACTION action |
| 2 | Main Flow | SET_COMPANY_PROPERTY | Execute SET_COMPANY_PROPERTY action |
Action Narrative
- UNSUPPORTED_ACTION
- SET_COMPANY_PROPERTY
Group: Deal and Lead Qualification