How to integrate Calendly with HubSpot to automatically create a ticket in HubSpot when an event is scheduled in Calendly

Don't you think that automating the above flow requires programming code input and is not something just anyone can do?
With Yoom, you can easily achieve automation without any code.
It takes about 10 to 15 minutes to complete the automation settings, so even those who are busy with work can rest assured.
This time, we will use the above template, so you can do it by just changing a few settings.

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The flow we will create this time is as follows:

1. When a schedule is registered
2. Create a ticket

How to Connect Calendly and HubSpot with Yoom

Register your Calendly and HubSpot as My Apps in Yoom.
If you have registered My Apps, you can smoothly use automation from next time onwards.

Let's start by registering Calendly as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
A list of apps will be displayed, so search for Calendly or search from "Search by App Name".

You will transition to the following screen, so please log in to your Calendly account.

Next, we will link the HubSpot app, but it is posted on Yoom's help page, so please refer to it for registration.

If both My App registrations are completed and displayed in your My Apps section, it's OK.

How to Create a Ticket in HubSpot When a Schedule is Registered in Calendly

Since we will set up automation, please click "Try it" on the banner below.

You will be redirected to the following screen, where you can check the "Title" and "Description" and make changes on the following page if necessary.
First, start with the Calendly settings, and click on "When an event is scheduled."

Please check the following settings.

• "App Trigger Title" → Set as desired
• "Account Information to Integrate with Calendly" → Check for discrepancies
• "Trigger Action" → When an event is scheduled (Webhook activation)
  

You will be redirected to the following screen, where you should select the "Organization URI" from the options.
Click "Test" → "Test Successful" → "Save."

You will be redirected to the following screen, where you should send a Webhook event or execute the event.
Click "Test" → "Test Successful" → "Save."

Next, proceed with the HubSpot settings by clicking "Create Ticket."
Once you are redirected to the following screen, check the settings.

• "Title" → Set as desired
• "Account Information to Integrate with HubSpot" → Check for discrepancies
• "Action" → Create Ticket
  

Please make the following settings.

• "Ticket Name" → Set as desired
• "Pipeline Stage" → Specify the internal value of the applicable pipeline, e.g., 1

For "Ticket Description," enter the Calendly output to display the details of the Calendly event.
The output can be used by clicking on the red-framed section.
Please refer to the example below.

If there are any other necessary fields, please fill them in.
Click "Test" → "Test Successful" → "Save."

Once you turn the app trigger "ON," the automation setup is complete.

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Advanced Integration Flow of Calendly and HubSpot

This time, we explained the flow of "Registering a schedule in Calendly" → "Creating a ticket in HubSpot".
There are other templates using Calendly and HubSpot, so we will introduce two of them.

The first one is a template for "Updating a HubSpot ticket when a Calendly appointment is canceled".

The flow is as follows:

1. When an appointment is canceled (Webhook activation)
2. Update the ticket

The above template is the content introduced in Benefit 2.
This automation eliminates the need to manually input data, allowing for more efficient operations.
It is also recommended for marketing teams who want to analyze canceled appointments and consider improvement measures.

The second template involves "uploading a file to Dropbox when an email with an attachment is received, and linking it to HubSpot to leave a note on the contact."

The flow is as follows.

1. When an email arrives
2. Upload the file
3. Add a note to the contact

By using this template, you won't miss any important file data.
Also, since the file storage location is determined, it prevents data loss.

Summary

This time, we explained the template "When an appointment is registered in Calendly, create a ticket in HubSpot."
The benefits of integrating Calendly and HubSpot include always having the latest information and being able to respond to sudden schedule changes.
This workflow allows for quick information sharing and response.
Please use the templates in the advanced section to streamline your schedule management.
Yoom offers free registration, so if you haven't experienced automation or are interested, please give it a try.