https://www.youtube.com/watch?v=lzHqfC2g5ZQ

How to trigger a workflow based on a Meeting booking, plus a walkthrough of a real workflow in our XEN portal, that:

• sends a thank you email
• sets the lifecycle stage
• sets the owner
• sends an internal notification
• creates a task

I also touch on some considerations around re-enrolment in workflows based on whether the Meeting is for a prospect versus and existing customer.