For example, you might use form functions to schedule meetings or business negotiations. How do you manage your schedule once the dates are set?
In this article, we introduce a method to "register schedules in Google Calendar based on HubSpot form information" by integrating HubSpot with Google Calendar!
We will create app integrations and flow bots using the no-code tool Yoom. We will also explain in detail the integration methods and the benefits of implementation, so please take a look.
Recommended for
Those who manage sales and marketing activities using HubSpot
Those who use Google Calendar as a scheduling tool
Those who want to integrate information between HubSpot and Google Calendar to reduce manual work
Those who want to streamline the management of appointments and webinar reservations
Those who want to automate schedule sharing among teams to reduce operational errors
For those who want to try it immediately
This article introduces the integration method using the no-code tool "Yoom". No complicated settings or operations are required, and even non-engineers can easily implement it. You can start right away using the template below, so please give it a try!
Register an event in Google Calendar based on HubSpot form information
Now, let's introduce how to use the no-code tool Yoom to "Register a schedule in Google Calendar based on HubSpot form information".
How to Summarize Content Added to HubSpot in Google Calendar
By utilizing this flow bot, you can automate the task of manually adding form information to Google Calendar. This reduces the effort of inputting, prevents mistakes and omissions, and is expected to improve work efficiency. We will proceed with the following major processes.
Register My Apps for HubSpot and Google Calendar
Copy the Template
Set Triggers and Actions
Turn on the Trigger and Check Operation
You can issue a Yoom account from here. If you already have an account, make sure to log in!
Step 1: Connect HubSpot and Google Calendar to My Apps
First, let's connect Yoom with the apps.
1. Register My Apps for HubSpot
Once logged into Yoom's workspace, click My Apps → Add and select HubSpot.
Select "Sign in to your HubSpot account".
Enter your Email assress.
Check the account to be linked and click "Select Account".
2. Register My Apps for Google Calendar
Similarly, click My Apps → Add → Google Calendar.
Click "Sign in with Google".
Select an account.
Click "Next".
Click "Continue".
This completes the registration of Google Calendar to My Apps.
Step 2: Copy the Template
Copy the template you will use. Click the "Try it" banner below.
Register an event in Google Calendar based on HubSpot form information
Then, a message will appear indicating that the copy was successful, so click "OK".
With this, the template has been copied. The copied template is saved in My Projects.
Step 3: Set HubSpot Trigger
Next, let's configure the flow bot. Click on the "When the form is submitted" of the template you just copied.
1. Select Linked Account and Action
The title is already entered, but you can change it. Check the account information linked with HubSpot. Select "When the form is submitted" as the trigger action. Once set, click "Next".
2. API Connection Settings for App Trigger
Set the trigger activation interval. The shortest activation interval varies depending on the subscription plan. Set the form ID. Once set, run the test.
If the test is successful and HubSpot information is retrieved, save it.
Step 4: Set Google Calendar Action
This is the final step. Click "Create Event" to proceed with the settings.
1. Select Linked Account and Action
The title is already entered, but you can change it. Check the account information linked with Google Calendar. Select "Create Event" as the action. Once set, click "Next".
2. API Connection Settings
Select the calendar ID from the options. Choose the required fields such as the event title from HubSpot's output. Once set, click test and save.
Once saved, a message will appear indicating that all settings are complete, so click "Turn on Trigger".
Now the flow bot setup is complete!
Register an event in Google Calendar based on HubSpot form information
Other Automation Examples Using HubSpot and Google Calendar
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of HubSpot and Google Calendar. All of them can be used with simple settings, so if you find something interesting, please give it a try!
Other Automation Examples with HubSpot and Google Calendar
When an event is created in Google Calendar, you can update contact information in HubSpot or add notes. Furthermore, by integrating with Slack, you can create an event and notify details when deal information is registered.
When an event is created in Google Calendar, update the contact information in Hubspot.
■Overview The workflow 'When an event is created in Google Calendar, update contact information in Hubspot' enhances information management efficiency. Contacts are automatically updated along with event creation, making it easier to maintain up-to-date information.
■Recommended for those who ・Use Google Calendar for schedule management ・Want to quickly update contact information in Hubspot ・Do not want to spend too much time on sales activities or customer management ・Wish to integrate multiple tools to proceed with work efficiently ・Want to avoid duplication of tasks and establish an environment that allows for prompt information updates Please connect each with Yoom.
■Notes ・Please connect each of Google Calendar and Hubspot with Yoom. ・The trigger can be set to intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest triggering interval differs depending on the plan.
■Overview The "Add a note to HubSpot when an event is created in Google Calendar" workflow allows you to efficiently manage customer activity history. Since notes can be automatically added at the same time as event creation, it reduces the manual effort.
■Recommended for those who: - Use Google Calendar for schedule management - Want to quickly respond by checking events in Google Calendar - Use HubSpot for customer management and sales activities - Want to improve operational efficiency by linking schedules and customer management - Need to quickly input notes and share information - Want to centrally manage information by linking Google Calendar and HubSpot, reducing effort
■Notes - Please link both Google Calendar and HubSpot with Yoom. - You can select a trigger interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest trigger interval may vary depending on the plan.
This is a flow to create an event in Google Calendar and notify Slack when deal information is registered in HubSpot.
■Notes ・Please integrate Yoom with HubSpot, Google Calendar, Slack, and Google Sheets respectively. ・Branching is a feature (operation) available in Mini Plan or higher plans. Please note that operations set in the Free Plan will result in an error. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・In this flow, the date and time are converted from Coordinated Universal Time (UTC) to Japan Standard Time (JST) using Google Sheets. Please refer to the following for the conversion method. https://intercom.help/yoom/en/articles/6777765
This is a flow to generate a document in Google Docs when a Hubspot contact reaches a specific status.
■Notes ・Please integrate Yoom with both HubSpot and Google Docs. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest activation interval may vary depending on the plan, so please be careful. ・Branching is a feature (operation) available with Mini plans or higher. In the case of a Free plan, the operation of the configured flow bot will result in an error, so please be aware. ・Paid plans like the Mini plan allow for a 2-week free trial. During the free trial, you can use restricted apps and functions (operations).
This flow issues a document in Google Spreadsheet when a Hubspot contact reaches a specific status.
■Notes - Please connect both HubSpot and Google Spreadsheet with Yoom. - The trigger interval can be selected from 5, 10, 15, 30, or 60 minutes. - Please note that the shortest trigger interval may vary depending on the plan. - The branching feature (operation) is available on Mini plans or higher. In the case of the free plan, the operations set in the flowbot will result in an error, so please be aware. - Paid plans like the Mini plan offer a 2-week free trial. You can use restricted apps or features (operations) during the free trial.
This is a flow for generating documents in Microsoft Excel when a Hubspot contact reaches a specific status.
■Notes ・Please integrate both HubSpot and Microsoft Excel with Yoom. ・Trigger intervals can be selected at 5, 10, 15, 30, or 60-minute intervals. ・Please note that the shortest trigger interval varies depending on the plan. ・Branching is a feature (operation) available for plans above the Mini Plan. If you are on the Free Plan, any flow bot operations set will result in an error, so please be aware. ・Paid plans like the Mini Plan offer a free 2-week trial. During the free trial, you can use restricted apps and features (operations). ・Microsoft365 (formerly Office365) has plans for both home and business users (Microsoft365 Business). If you have not subscribed to the business plan, authentication may fail.
Create an event in Google Calendar from form information and send materials or links via email
By automating manual tasks, you can create an environment that allows you to focus on core tasks and enjoy benefits such as efficient information sharing.
Create an event in Google Calendar from the form information and send materials and links via Gmail.
■Overview This is a flow to create an event in Google Calendar from form information and send materials or links via Gmail. It is a business workflow that facilitates smooth schedule management and information sharing in daily operations.
■Recommended for ・Those who find schedule management cumbersome Those who manage many regular events or meetings and want to manage schedules efficiently ・Those who want to utilize form functions in their business Team leaders or administrative staff who want to effectively utilize information gathered through forms and quickly share it with stakeholders ・Those who use Google Calendar and Gmail on a daily basis Companies that want to automate operations by linking tools ・Those who share materials in PDF or send links in bulk Those who aim to streamline information transmission tasks and achieve unified management of information
■Notes ・Please link Yoom with both Google Calendar and Gmail.
■Overview This is a flow to create a schedule in Google Calendar from form information and send materials or links via Outlook. Automatically manage schedules based on the entered form data and efficiently share necessary materials and links.
■Recommended for ・Persons in charge who want to streamline event or meeting schedule management Those who want to automatically reflect information gathered through forms in Google Calendar ・Team leaders who want to automate the sharing of materials and links Those who utilize Outlook in their work and want to quickly send necessary PDFs and shared links to participants ・IT administrators of companies who want to streamline operations by linking multiple tools Those aiming for centralized management of information sharing by linking Google Calendar and Outlook
■Notes ・Please link Yoom with both Google Calendar and Outlook. ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
■Overview This is a flow to create an event in Google Calendar from form information and send materials and links via email. Automatically manage schedules and share materials based on the entered form data.
■Recommended for ・Those who utilize Google Calendar for business Those who want to efficiently manage participant information, schedule adjustments, and material distribution ・Those who send materials to participants in advance for meetings and other events Those who want to automatically manage internal training and meeting schedules and share related materials ・Those who manage campaigns and webinars Those who want to centrally manage schedules and quickly provide necessary information to participants ・Representatives of small and medium-sized enterprises aiming to improve business efficiency Those who want to effectively manage schedules and share materials with limited resources
■Overview The "Notify Slack when an event is created in Google Calendar" flow is a business workflow that streamlines schedule management and team communication.
■Recommended for ・Teams that use Google Calendar and Slack on a daily basis ・Business professionals who want to automate schedule sharing and notifications ・Managers and team leaders who want to improve the efficiency of information sharing ・Anyone spending time on manual notification tasks
■Notes ・Please connect Yoom with both Google Calendar and Slack. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan.
■Overview The "Notify Discord when an event is created in Google Calendar" workflow helps with sharing events. Because a notification is sent automatically when an event is created, it is effective for information sharing across the team.
■Who we recommend this template for ・People who manage events in Google Calendar ・People who want to quickly check information about schedule changes and added events ・People who want to streamline task management and project progress ・People who use Discord as a communication tool ・People who want to immediately share Google Calendar schedules with team members ・People who find manual notification management cumbersome and are considering automation to prevent oversights
■Notes ・Please connect both Google Calendar and Discord with Yoom. ・You can choose the trigger interval from 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies depending on the plan, so please note.
■Overview The 'Notify in Discord when an event is updated in Google Calendar' workflow is helpful for information sharing when there are changes to an event. Notifications are sent automatically, which helps prevent missing updates.
■Recommended for: - Those who use Google Calendar for daily schedule management - Those who want to swiftly recognize updates to events in Google Calendar without missing them - Those who utilize Discord as a team communication tool - Those who want to strengthen information collaboration between different tools - Those who want to centrally manage event update information and efficiently operate a team - Those who want to automatically receive notifications of event updates in Discord and reduce manual notification tasks
■Precautions - Please integrate both Google Calendar and Discord with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Note that the shortest activation interval varies depending on the plan.
Benefits of Integrating HubSpot with Google Calendar
Benefit 1: Improved Operational Efficiency
By automatically registering HubSpot form information into Google Calendar, you can eliminate the need to manually add schedules. For example, let's say a meeting schedule is submitted via a form. Manually adding it to Google Calendar each time can be time-consuming. By integrating HubSpot with Google Calendar, you can reduce the workload of adding events to Google Calendar, potentially improving operational efficiency.
Benefit 2: Reduction of Human Errors
The introduction of automation increases the likelihood of preventing mistakes such as forgetting to add HubSpot form information to Google Calendar. For instance, when registering numerous meetings, there might be omissions in adding them to Google Calendar, leading to double bookings. If you can automatically add HubSpot form information to Google Calendar, you can immediately add form information to Google Calendar, preventing human errors. This reduction in administrative burden should allow for smoother operations.
Benefit 3: Smoother Information Sharing Among Teams
Since you can share schedules on Google Calendar, it becomes easier for the entire team to check registered schedules. This enables schedule visualization and is expected to strengthen team collaboration. For example, if a team leader wants to check the meeting status of members, they can share schedules via Google Calendar. By providing advice based on this information, productivity may improve.
Conclusion
By integrating HubSpot with Google Calendar, you can automate the task of adding schedules and expect to prevent human errors. Additionally, since schedules can be easily shared within the team, operations can be carried out smoothly.
By utilizing Yoom, you can create app integrations and flow bots without coding. With Yoom's templates, setup is easy, making it accessible even for beginners.
Why not take this opportunity to integrate HubSpot with Google Calendar and automate the task of adding schedules?
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
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