Keren B.

Surfe offers list enrichments - see their documentation here, they have a native integration with Hubspot which works great.

There are google sheet add ons / scripts you can use for each of these options, or zapier / make.com (has the advantage of free tier) / n8n - which will probably look something like:

The follow up part can also be constructed in different way - depending on the meeting tool / calendar you use, you could update a column with meeting booked Y/N and add that as a condition for the follow up date

Hubspot has "meeting type" baked in, works well with the meeting scheduling tool. I think you can create something similar in SF as well by adding a custom property on meetings? But easiest workaround would be adding a keyword to the meeting name / description and filtering by that keyword (again - easier when using meeting scheduling links, as you can be more consistent)

A little late to the party but hopefully not too late 😅 I've seen it happen with a past client! The way we solved this was to send out a scheduling link, rather than verbally coordinating / agreeing on a meeting time. Feel free to reach out in private if you wanna talk this through (or keep the discussion here so other people can share thoughts as well), happy to share my experience with these kinds of tools (I've worked with Hubspot scheduler, Calendly and Zoom scheduling tool)