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How to Check Scheduled Meetings for Contacts in HubSpot Integration

Avatar of Dave S.Dave S.
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With your hubspot integration, how can I look up whether a contact has a meeting/appointment scheduled in hubspot? I was able to to lookup the contact using their work email, but I’m unclear on how to lookup an appointment to see if one is scheduled. Is that possible?

6 comments

  • Avatar of Channeled
    Channeled
    APP
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    To check if a contact has a meeting scheduled in HubSpot using Clay, you can use the "Lookup object" action with HubSpot integration. Here's how: 1. Set up the "Lookup object with HubSpot" action in your Clay workflow. 2. Choose "Contact" as the "From Object Type". 3. Select "Meeting" or "Appointment" as the "To Object Type". 4. Enter the Contact ID in the "From Object ID" field. 5. Run the action to retrieve associated objects. This will show any meetings or appointments linked to the contact. If you need more detailed steps or encounter issues, please ask for human assistance by clicking "Talk to a person".

  • Avatar of Dave S.
    Dave S.
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    Meeting or Appointment isn’t available as the ’To Object Type”. It’s not clear to me that it’s a data field within ‘Contact’ either

  • Avatar of Dave S.
    Dave S.
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    What other options do I have?

  • Avatar of Channeled
    Channeled
    APP
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    Hey Dave! So sorry for the delay — we’ve had a high ticket volume recently, and I really appreciate your patience.

    Unfortunately since we do not have an object type called Meetings, you can try to take the following approach; You can try to use the API described in this forum which seems to allow us to call HubSpot's API and grab all meetings associated with a specific contact, this may also work for companies.

    Also as a side note, to be sure, try filtering in HubSpot using multiple identifiers (email + name, or other properties) to confirm the contact and its linked data exist. Also attaching any additional resources for your reference: https://www.clay.com/university/guide/hubspot-integration-overview

  • Avatar of Channeled
    Channeled
    APP
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