How to integrate HubSpot with Google Calendar to add a new company created in HubSpot to Google Calendar and change sharing settings

Are you using HubSpot but struggling with scheduling? If so, you should integrate HubSpot with Google Calendar. By entrusting such issues to Yoom, you can resolve them quickly.

With Yoom, anyone can easily automate without the need for complex code input. The app integration can be completed in just a few minutes, so it's not difficult. In this article, we will create a flow to "add a new company created in HubSpot to Google Calendar and change the sharing settings."

Benefits and Automation Examples of Integrating HubSpot with Google Calendar

The benefit of integrating HubSpot with Google Calendar is that it makes schedule management easier. New contacts or deals created in HubSpot are automatically added as events in Google Calendar. Additionally, by simply adding an operation to retrieve specific values, you can register reminders in Google Calendar. Below, we have detailed the benefits and automation examples.

1. Centralized Schedule Management

By integrating HubSpot with Google Calendar, you can manage your schedule centrally. For example, when a new lead is added in HubSpot, an event is automatically added to Google Calendar. Therefore, when a meeting schedule is set, there is no need to manually enter it into Google Calendar.

2. Automate Follow-ups

By integrating HubSpot with Google Calendar, you can automate follow-ups. For example, after the initial meeting with a customer, you can update the contact in HubSpot, retrieve specific information, and if it matches certain criteria, register a reminder in Google Calendar. This allows for automatic addition of follow-up reminders, ensuring optimal follow-up.

3. Easier Deal Management

Integrating HubSpot with Google Calendar makes deal management easier. For example, when a new deal is created in HubSpot, you can create a schedule in Google Calendar. This allows you to determine meeting schedules based on deal information. This automation enables early decision-making, which is very convenient.

[With Images] How to Create a HubSpot and Google Calendar Integration Flow

Let's actually integrate HubSpot with Google Calendar right away.

Using Yoom for app integration is very convenient. Yoom is a tool that anyone can operate, allowing for intuitive use. If you haven't used Yoom yet, please create an account here. If you are already using Yoom, please log in.

This time, we will explain the method of "adding a new company created in HubSpot to the integrated Google Calendar and changing the sharing settings."

How to Connect HubSpot and Google Calendar with Yoom

To integrate HubSpot and Google Calendar with Yoom, you can easily do so by registering your apps.

Start with registering your app in HubSpot, which is detailed on the help page. Please refer to this link for registration.

Next, register your app for Google Calendar.
Once you can log in to Yoom, select "New Connection" from "My Apps" on the left side.
Then, either find Google Calendar from the app list or search for it in the "Search by App Name" field.

Then, the following screen will be displayed, so please sign in.

If HubSpot and Google Calendar are displayed in the My Apps section, the setup is complete.

How to Add a New Company Created in HubSpot to a Linked Google Calendar and Change Sharing Settings

Let's create a flow called "Add a New Company Created in HubSpot to a Linked Google Calendar and Change Sharing Settings".
The creation process involves only the following three steps, so it is not difficult.

Set up a trigger to activate when a new company is created
Set up to add the specified calendar to the calendar list
Set up an action to change the calendar's sharing settings

Before creating the flow, specify a project from the "Project List".
If you are using an existing project, select it; if you are creating a new one, create it from the "+" next to the "Project List".
Create the flow by selecting "Create New" → "Create from Scratch" in the upper right corner.

Set "Title" and "Description" as desired, and set "Condition to Activate Flow Bot" → "When a Specific App Event is Received".
When the following screen is displayed, set the "App Trigger Title" as desired and select "Trigger Action" as "When a New Company is Created".

When the following screen is displayed, set the trigger activation time as desired.
(Trigger activation interval → You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. *The selection of activation intervals varies depending on the plan.)
Once the settings are complete, click "Test" → "Test Successful" → "Save" to complete the HubSpot settings.

Click the "+" under the HubSpot app trigger and select "Google Calendar" from "Integrate with App".
When the following screen is displayed, set the "Title" as desired and set "Action" to "Add Specified Calendar to Calendar List".

When the following screen is displayed, enter the "Calendar ID to Add to List".
Usually, it is the email address of your Google account.
Click "Test" → "Test Successful" → "Save" to complete the setup to add the specified calendar to the calendar list.

Similarly, click the "+" under the app trigger and select "Google Calendar" from "Integrate with App".
Set the "Title" as desired and select "Action" as "Change Calendar Sharing Settings".

When the following screen is displayed, set the "Calendar ID", "Permissions to Grant", and "Email Address of the User to Grant Permissions".
Click "Test" → "Test Successful" → "Save" to complete the setup to change the calendar's sharing settings.

If you turn the app trigger "ON", automation will be enabled.

‍

Advanced Integration Flow of HubSpot and Google Calendar

This time, we have created a flow that involves "Creating a new company in HubSpot" → "Adding it to the integrated Google Calendar" → "Changing the sharing settings".
At Yoom, we have other templates that utilize HubSpot and Google Calendar, so we introduce them as advanced examples.

The first template we introduce is "When a specified schedule is reached, create an event in Google Calendar and create a note in HubSpot".

This process consists of four steps, as follows:

When the specified schedule is reached
Request the person in charge to respond
Create a schedule
Add a note to the contact

This template automatically creates a meeting when the specified schedule is reached, making schedule management easier.

The second one is the template "When a task is added in Asana, register the task's due date in Google Calendar."

This can be created in the following five steps.

When a new task is added to a specific section
Retrieve task details
Retrieve user information
Create the date for the day after the deadline
Create a schedule

By using this template, you can create schedules without logging into Asana, which is very convenient.

Summary

In this article, we introduced "How to add a new company created in HubSpot to the linked Google Calendar and change the sharing settings".
By integrating HubSpot and Google Calendar, you can manage schedules centrally and make it easier to manage deals.
When a new contact is created, a schedule is registered in Google Calendar, allowing for quick responses.
The apps introduced this time are HubSpot and Google Calendar, but Yoom allows integration with various apps.
If you're interested, a two-week free trial is available, so please give it a try.