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A meeting activity is created or modified for a contact

A meeting activity is created or modified for a contact starts a workflow whenever a meeting is logged — or an existing meeting activity is updated — on a contact record. Use this trigger to automate post-meeting tasks, advance pipeline stages, or notify team members whenever a contact interaction is recorded.

This trigger fires for both new meeting logs and edits to existing ones, keeping downstream records accurate as meeting details are filled in or corrected.

Trigger scope

This trigger operates at the contact scope. Contact, company, and account actions are available downstream.

How it works​

  1. A team member logs a new meeting activity — or edits an existing one — on a contact record in the CRM.
  2. The automation evaluates any trigger conditions you've configured (for example, filtering on meeting outcome or attendees).
  3. If all conditions are met, the workflow starts with the contact, their associated company, and the account in context.
  4. Downstream steps can use Add dynamic content to reference meeting details, contact fields, and company fields.

Available data​

All standard contact, company, and account fields are available downstream via Add dynamic content. This includes fields such as contact name, email, phone, assigned salesperson, company name, and account tags.

info

Meeting activity fields (such as meeting notes, date, and outcome) are available as dynamic data in steps that follow this trigger.