How to integrate HubSpot with Google Calendar to schedule events in Google Calendar based on HubSpot form information
How to Integrate Applications
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2024/12/23
How to integrate HubSpot with Google Calendar to schedule events in Google Calendar based on HubSpot form information
s.ougitani
For example, you might use form functions to coordinate meetings or business negotiations. How do you manage your schedule once the dates are set? In this article, we will introduce how to integrate HubSpot with Google Calendar to "register schedules in Google Calendar based on HubSpot form information." We will also use the no-code tool Yoom to create app integrations and flow bots. We will explain the integration methods in detail, so please take a look.
Recommended for
If you fall into any of the following categories, consider integrating HubSpot with Google Calendar!
Those who use HubSpot to manage sales and marketing activities
Those who use Google Calendar as a scheduling tool
Those who want to integrate information from HubSpot and Google Calendar to reduce manual work
Those who want to streamline the management of appointments and webinars
Those who want to automate schedule sharing among teams to reduce operational errors
Benefits and Examples of Integrating HubSpot with Google Calendar
Benefit 1: Improved Operational Efficiency
It is possible to automatically register HubSpot form information into Google Calendar. This eliminates the need to manually add schedules. For example, suppose a meeting date 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 work of adding to Google Calendar, potentially improving operational efficiency.
Benefit 2: Reduction of Human Errors
You can prevent the mistake of forgetting to add HubSpot form information to Google Calendar. With manual entry, there might be input errors or omissions. For example, if many meetings are registered, 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 the form information to Google Calendar, preventing human errors. This reduces the burden of administrative tasks, allowing 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 the registered schedules. This makes it possible to visualize schedules, allowing the team to work collaboratively. For example, if a team leader wants to check the status of members' meetings, they can share schedules on Google Calendar. Providing advice based on that information can also lead to improved productivity.
Now, let's introduce how to use the no-code tool Yoom to "register schedules in Google Calendar based on HubSpot form information."
[What is Yoom]
How to Summarize Content Added to HubSpot in Google Calendar
By using this flow bot, you can automate the task of manually adding form information to Google Calendar. This reduces the effort of inputting, prevents errors and omissions, and is expected to improve operational efficiency. We will proceed with the following major processes:
Register My Apps in 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, please log in!
Step 1: Connect HubSpot and Google Calendar with My Apps
First, let's connect Yoom with the app.
1. Register HubSpot with My Apps
After logging into Yoom's workspace, click on My Apps → New Connection, and select HubSpot.
Select "Sign in to your HubSpot account".
Enter your password.
Check the account to connect and click "Select Account".
2. Register Google Calendar with My Apps
Similarly, click My Apps → New Connection → Google Calendar.
Click "Sign in with Google".
Select your account.
Click "Next".
Click "Continue".
You have now registered Google Calendar with My Apps.
Step 2: Copy the Template
Copy the template you will use. Click the banner below.
Click to move to the Yoom template site. On that screen, click "Try this template".
Then, a message will appear saying it has been copied, so click "OK".
Now the template has been copied. The copied template is saved in My Projects.
Step 3: Set HubSpot Trigger
Next, let's set up the Flowbot. 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 the trigger action "When the form is submitted". 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 the action "Create Event". Once set, click "Next".
2. API Connection Settings
Select the calendar ID from the options. Select 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 Flowbot setup is complete.
Other Automation Examples Using HubSpot and Google Calendar
Yoom offers a variety of templates. This time, we will introduce three templates using HubSpot and Google Calendar.
1. This template automatically adds a new company created in HubSpot to Google Calendar and changes the sharing settings.
If you manage schedules by company in Google Calendar, manually adding new companies can be time-consuming. There is also the possibility of human errors such as addition mistakes or omissions. By utilizing this template, you can reduce manual work and prevent human errors.
2. This is a template that automatically creates events in Google Calendar and creates notes in HubSpot when the specified schedule is reached.
You can automatically create recurring meetings and other events in Google Calendar and leave notes in HubSpot's contact information. Manually, additional work is required for Google Calendar and HubSpot, which may lead to errors. By utilizing this template, you can reduce human errors and additional work, thereby improving work efficiency.
3. This is a template that automatically registers a meeting schedule in Google Calendar when a meeting is scheduled with a HubSpot contact, and sends the meeting URL via Gmail.
By automating the meeting preparation flow, you can reduce the burden of administrative tasks. Manually, there is a risk of "forgetting to create a schedule" or "forgetting to send meeting information to the other party." If you can utilize this template, you can automate manual tasks and improve work productivity.
Summary
By integrating HubSpot with Google Calendar, you can automate the task of adding events and expect to prevent human errors. Additionally, it becomes easier to share schedules with your team, allowing for smoother operations. Furthermore, by utilizing Yoom, you can create app integrations and flowbots without any code. 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 event additions?
The person who wrote this article
s.ougitani
After being in charge of sales and CA at a human resources company for about 5 years, I have been involved in jobs such as creating job advertisements and scouting sentences at companies that hire engineers.
I'm fascinated by Yoom's revolutionary service of “automating office work.”
I would like to write so that I can send out information that can be useful to everyone, even a little bit.
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.