Create a contact in HubSpot when an event is scheduled in Calendly

■Overview

Do you manually enter new appointment details from Calendly into HubSpot every time? This task is not only time-consuming but can also lead to human errors, such as data entry mistakes. This workflow seamlessly connects Calendly and HubSpot, automatically creating a contact in HubSpot whenever an appointment is scheduled. Eliminate these manual tasks and streamline your customer management process.

■Who This Template Is For

• Sales professionals who use Calendly and HubSpot and find manual data entry time-consuming
• Those who want to centrally manage leads captured through Calendly in HubSpot and streamline their sales activities
• Managers who want to automate the process from scheduling to customer management and boost team productivity

■Benefits of Using This Template

• Automatically create a contact in HubSpot once scheduling is complete in Calendly, reducing the time spent on manual data entry.
• Prevent human errors, such as incorrect contact details or missed data transfers, with automated processing.

■Workflow Steps

1. First, connect Calendly and HubSpot to Yoom.
2. Next, select Calendly as the trigger and set the action to “When an appointment is scheduled.”
3. Finally, set HubSpot’s “Create Contact” action as the operation, and map the invitee’s name, email address, and other details retrieved by the trigger to the corresponding fields.

※ “Trigger”: An action that initiates the workflow. “Operation”: An action that performs processing within the workflow after the trigger is activated.

■Customization Options

• When creating a contact in HubSpot, you can set information retrieved by the Calendly trigger—such as the invitee’s name, email address, and company name—as variables in the corresponding HubSpot properties.
• You can also enter fixed values, such as “Via Calendly,” in specific properties or add information to custom properties based on your environment.

■Notes

• Connect both Calendly and HubSpot to Yoom.
• Calendly’s webhook feature is available only on paid Calendly plans.