By integrating HubSpot with Google Calendar, there are fewer oversights in our operations!

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Are you using HubSpot but struggling with scheduling? If so, you should integrate HubSpot with Google Calendar. Leave such problems to Yoom, and they can be resolved quickly.

With Yoom, there's no need for complicated code input, and anyone can easily automate processes. 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 summarized the benefits and automation examples in detail.

1. Centralized Schedule Management

By integrating HubSpot with Google Calendar, centralized schedule management is possible. For example, when a new lead is added in HubSpot, an event is automatically added to Google Calendar. Therefore, when a meeting schedule is decided, there is no need to manually enter it into Google Calendar.

2. Automated Follow-ups

Integrating HubSpot with Google Calendar allows for automated follow-ups. For instance, after an 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 ensures optimal follow-ups by automatically adding follow-up reminders.

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 schedule meetings based on deal information. This automation is very convenient as it enables early decision-making.

[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 from 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 explained on the help page, so please refer to this link for registration.

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

Then, the following screen will appear, so sign in.

If HubSpot and Google Calendar are displayed in the My Apps section, the process 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 process consists of only three steps, so it's not difficult.

Set up a trigger to activate when a new company is created
Set up to add a 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, or 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.

Optionally set "Title" and "Description", and set "Flowbot Activation Condition" to "When a Specific App Event is Received".
When the following screen appears, set the "App Trigger Title" as desired and select "When a New Company is Created" for the "Trigger Action".

When the following screen appears, 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, "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 appears, set the "Title" as desired and set the "Action" to "Add Specified Calendar to Calendar List".

When the following screen appears, enter the "Calendar ID to Add to List".
Usually, it is the email address of the Google account.
"Test" → "Test Successful" → "Save" to complete the setting 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 "Change Calendar Sharing Settings" for the "Action".

When the following screen appears, set the "Calendar ID", "Permissions to Grant", and "Email Address of the User to Grant".
"Test" → "Test Successful" → "Save" to complete the setting to change the calendar sharing settings.

Turn the app trigger "ON" to automate.

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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, there are 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 integrated with 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 a schedule 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 with Google Calendar, you can manage schedules centrally and make transaction management easier.
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 can integrate with various apps.
If you're interested, a two-week free trial is available, so feel free to give it a try.