Move the HubSpot deal stage to Meeting held when a meeting is completed

When a Cal.com or Calendly meeting is completed, Master Inbox labels the lead Meeting held and syncs it to HubSpot, where that label maps to your Meeting held deal stage.

CRM sync

HubSpot

Cal.com

CalendlyRevOpsSales leaderRevenue plan

When

Meeting CompletedFrom Cal.com or Calendly

Then

Add labelsMeeting held

And

Sync to HubSpotSync the contact; map the Meeting held label to the deal stage in HubSpot settings

Why teams run it

Pipeline reports show meetings that happened, not just meetings that were booked.

Set it up in Master Inbox

In Master Inbox, open Settings, then Workflows, and click Add a workflow.
Name it Move the HubSpot deal stage to Meeting held when a meeting is completed.
Set the trigger to Meeting Completed and choose From Cal.com or Calendly.
Add the action Add labels: Meeting held.
Add the action Sync to HubSpot: Sync the contact; map the Meeting held label to the deal stage in HubSpot settings.
Save the workflow and switch it to Active.

Before you start, connect HubSpot, Cal.com or Calendly under Settings, Integrations.

Or create it with the API

Everything in the workflow builder is also in the Master Inbox API. This request creates the same workflow. Replace the example ids with your own label, list and campaign ids from GET /workflows/filter-fields.

curl -X POST https://api.masterinbox.com/api/api-webhook/v1/api/workflows/create-workflow \
  -H "Authorization: Bearer $MASTER_INBOX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Move the HubSpot deal stage to Meeting held when a meeting is completed",
  "trigger_type": "meeting_completed",
  "trigger_config": {},
  "action_configs": [
    {
      "action_type": "add_labels",
      "label_ids": [
        176480
      ]
    },
    {
      "action_type": "sync_to_hubspot"
    }
  ]
}'

Full reference: workflow API guide and API docs.

Or ask Claude, ChatGPT or Grok to build it

Our workflow guide is written for AI agents to read. Give your assistant your API key and this prompt:

Read https://app.masterinbox.com/public-workflow-api.md and use my Master Inbox API key to create this workflow: "Move the HubSpot deal stage to Meeting held when a meeting is completed". First call GET /workflows/filter-fields and look up my label, list and channel ids, then create the workflow and tell me what you set up.

Questions

Do I need to reconnect HubSpot for deal stages?

Label to deal stage mapping needs the Deals scope. Reconnect HubSpot and tick Deals if you connected before it was available.

Can I add conditions to the meeting trigger?

No. Meeting triggers run without conditions. Use separate workflows if different meeting types need different stages.

Can I build this workflow through the API?

Yes. Send the create-workflow request shown on this page with your Master Inbox API key. The API checks the payload first and lists every problem by field if anything is off.

Which plan includes this?

This workflow works on the Revenue plan. Every plan has unlimited users and starts with a free 7-day POC.