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Calendly HubSpot
Update a contact’s custom property in HubSpot when an event is scheduled in Calendly
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Calendly HubSpot

Update a contact’s custom property in HubSpot when an event is scheduled in Calendly

Launch this workflow to connect Calendly & HubSpot !
Try this template

■Overview

Do you find it time-consuming to manually transfer information to HubSpot after scheduling a meeting in Calendly? This simple data entry task can also lead to human errors, such as typos and missed updates. With this workflow, HubSpot contact information is automatically updated whenever a new event is scheduled in Calendly. Automate the integration between Calendly and HubSpot to improve the accuracy and efficiency of customer data management.

■Who should use this template

  • Sales professionals who manually enter appointment details captured in Calendly into HubSpot
  • Anyone who wants to connect Calendly and HubSpot, eliminate manual data entry, and respond to customers faster
  • Team leaders who want to prevent data transfer errors and improve the accuracy of customer data management in HubSpot

■Benefits of using this template

  • Calendly event registrations automatically trigger updates to HubSpot contact information, reducing the time spent on manual data entry.
  • Eliminating manual data transfer reduces the risk of human errors, such as typos and missed updates, helping maintain data consistency.

■Workflow

  1. First, connect Calendly and HubSpot to Yoom.
  2. Next, select Calendly as the trigger and set the action to “When an event is scheduled.”
  3. Then, set the HubSpot “Search contacts” action as the operation to identify the relevant contact based on the email address and other information retrieved from Calendly.
  4. Finally, set the HubSpot “Update custom properties of a contact” action to automatically update the identified contact with information such as the scheduled date and time.

※ “Trigger”: An action that initiates the workflow. “Operation”: An action that processes data within the workflow after the trigger runs.

■Customizing this workflow

  • With HubSpot’s “Update custom properties of a contact” action, you can choose which properties to update. For example, you can set the “Next meeting date” custom property to include information such as the scheduled date and time retrieved from Calendly as a variable.

■Notes

  • Connect both Calendly and HubSpot to Yoom.
  • Calendly’s webhook feature is available only on paid Calendly plans.
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About the Apps
Calendly
Yoom allows integration with Calendly's API without any code. It is possible to notify chat tools like Slack, Google Chat, and Teams when an event is scheduled in Calendly's calendar, and automatically register Calendly's event information in Hubspot, Salesforce, Zoho CRM, and others.
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About the apps you use
Calendly
Yoom allows integration with Calendly's API without any code. It is possible to notify chat tools like Slack, Google Chat, and Teams when an event is scheduled in Calendly's calendar, and automatically register Calendly's event information in Hubspot, Salesforce, Zoho CRM, and others.
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No-Code API Actions
Executable API actions
All
Calendly
HubSpot
Flowbot triggers
    When an Event Is Scheduled (Webhook Trigger)
    When an Event Is Canceled (Webhook Trigger)
    When an Event Is Scheduled in a Specific User's Calendar (Webhook Trigger)
    When an Event in a Specific User's Calendar Is Canceled (Webhook Trigger)
    When an Event Is Marked as No-show (Webhook Trigger)
    When a Specific User's Calendar Event Is Marked as No-show (Webhook Trigger)
    When a No-show Is Released from the Schedule (Webhook Trigger)
    When a Specific User's No-show Is Released (Webhook Trigger)
    When a New Contact Is Created
    When a New Company Is Created
    When a New Deal Is Created
    When a Contact Is Created or Updated
    When a Company Is Created or Updated
    When a Deal Is Created or Updated
    When a Form Is Submitted
    When a Product Is Created
    When a Product Is Created or Updated
    When a Deal Is Updated to the Specified Stage
    When a Record Is Created in a Custom Object
    When a Record in a Custom Object Is Created or Updated
    When an Order Is Created or Updated
    When an Order Is Created
    When a Ticket Is Created
    When a Ticket Is Created or Updated
    When a Service Record Is Created
    When a Service Record Is Created or Updated
    When a Task Is Created
    When a Note Is Added to a Deal
    When a Message in the Specified Thread Receives a Reply
Flowbot operations
    Get Scheduled Event Details
    Create One-Off Meeting (Spot Event Type)
    List Events
    Get Latest Contact IDs
    Get Latest Company IDs
    Get Latest Deal IDs
    Submit Data to Form
    Create Form
    Get Tax Rate List
    Get Object Associations
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    Download Export File
    Create Custom Object Record (Associate with Deal Record)
    Create Contact
    Get Contact
    Update Contact
    Search Contacts (Keyword Search)
    Get Contact Custom Properties
    Get a List of Contact IDs
    Update a Contact Custom Property
    Add a Note to a Contact
    Search Multiple Contacts (and Criteria)
    Get Company IDs Associated with a Specific Contact
    Retrieve a List of Notes Associated with a Contact
    Create Task
    Retrieve a List of Tasks
    Retrieve a Task
    Create Company
    Get Company Information
    Update Company
    Search Companies (Keyword Search)
    Get Company Custom Properties
    Get a List of Company IDs
    Update Company Custom Property
    Add Note to Company
    Add Meeting to Company
    Search Multiple Companies (Filter Criteria)
    Create Deal
    Retrieve Deal Information
    Update Deal
    Search Deals (Keyword Search)
    Retrieve Deal Custom Properties
    Search Deals (Filter Search)
    Update Deal Custom Property
    Add Note to Deal
    Add Line Item to Deal
    Retrieve Deal Line Items
    Retrieve Custom Object Record
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records (Keyword Search)
    Add Note to Custom Object Record
    Retrieve Custom Object Record IDs Associated with Specific Deal
    Search Custom Object Records (Filter Search)
    Create Ticket
    Update Ticket
    Update Ticket Custom Property
    Add Note to Ticket
    Retrieve Ticket Details
    Retrieve Ticket Custom Properties
    Search Multiple Tickets (Filter Criteria)
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Search Products (Filter Search)
    Get Quote
    Update Quote
    Delete Quote
    Search Quotes
    Search Quote Templates (Filter Search)
    Add Signer to Quote
    Create Quote
    Get User Information
    Search Users (Keyword Search)
    Search Users (Filter Search)
    Create User
    Get Pipeline Stages
    Get Pipeline Stage
    Get List of Owners
    Get Owner Information
    Get Export Task Status and File URL
    Run CRM Data Export Task
    Get Line Item Details
    Get Line Item Custom Properties
    Associate Records
    Get Public URL for File
    Get Subscription Definitions
    Create Call Log
    Search Line Items (Filter Search)
    Search Fees (Filter Search)
    Search Discounts (Filter Search)
    Create Meeting Log
    Retrieve Service Custom Properties
    Associate a Custom Object Record with a Contact
    Create Order
    Retrieve Orders
    Update Order
    Retrieve Order
    Upload a File to a Specified Folder
    Search Multiple Contacts (or Criteria)
Flowbot triggers
    When an Event Is Scheduled (Webhook Trigger)
    When an Event Is Canceled (Webhook Trigger)
    When an Event Is Scheduled in a Specific User's Calendar (Webhook Trigger)
    When an Event in a Specific User's Calendar Is Canceled (Webhook Trigger)
    When an Event Is Marked as No-show (Webhook Trigger)
    When a Specific User's Calendar Event Is Marked as No-show (Webhook Trigger)
    When a No-show Is Released from the Schedule (Webhook Trigger)
    When a Specific User's No-show Is Released (Webhook Trigger)
Flowbot operations
    Get Scheduled Event Details
    Create One-Off Meeting (Spot Event Type)
    List Events
Flowbot triggers
    When a New Contact Is Created
    When a New Company Is Created
    When a New Deal Is Created
    When a Contact Is Created or Updated
    When a Company Is Created or Updated
    When a Deal Is Created or Updated
    When a Form Is Submitted
    When a Product Is Created
    When a Product Is Created or Updated
    When a Deal Is Updated to the Specified Stage
    When a Record Is Created in a Custom Object
    When a Record in a Custom Object Is Created or Updated
    When an Order Is Created or Updated
    When an Order Is Created
    When a Ticket Is Created
    When a Ticket Is Created or Updated
    When a Service Record Is Created
    When a Service Record Is Created or Updated
    When a Task Is Created
    When a Note Is Added to a Deal
    When a Message in the Specified Thread Receives a Reply
Flowbot operations
    Get Latest Contact IDs
    Get Latest Company IDs
    Get Latest Deal IDs
    Submit Data to Form
    Create Form
    Get Tax Rate List
    Get Object Associations
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    Download Export File
    Create Custom Object Record (Associate with Deal Record)
    Create Contact
    Get Contact
    Update Contact
    Search Contacts (Keyword Search)
    Get Contact Custom Properties
    Get a List of Contact IDs
    Update a Contact Custom Property
    Add a Note to a Contact
    Search Multiple Contacts (and Criteria)
    Get Company IDs Associated with a Specific Contact
    Retrieve a List of Notes Associated with a Contact
    Create Task
    Retrieve a List of Tasks
    Retrieve a Task
    Create Company
    Get Company Information
    Update Company
    Search Companies (Keyword Search)
    Get Company Custom Properties
    Get a List of Company IDs
    Update Company Custom Property
    Add Note to Company
    Add Meeting to Company
    Search Multiple Companies (Filter Criteria)
    Create Deal
    Retrieve Deal Information
    Update Deal
    Search Deals (Keyword Search)
    Retrieve Deal Custom Properties
    Search Deals (Filter Search)
    Update Deal Custom Property
    Add Note to Deal
    Add Line Item to Deal
    Retrieve Deal Line Items
    Retrieve Custom Object Record
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records (Keyword Search)
    Add Note to Custom Object Record
    Retrieve Custom Object Record IDs Associated with Specific Deal
    Search Custom Object Records (Filter Search)
    Create Ticket
    Update Ticket
    Update Ticket Custom Property
    Add Note to Ticket
    Retrieve Ticket Details
    Retrieve Ticket Custom Properties
    Search Multiple Tickets (Filter Criteria)
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Search Products (Filter Search)
    Get Quote
    Update Quote
    Delete Quote
    Search Quotes
    Search Quote Templates (Filter Search)
    Add Signer to Quote
    Create Quote
    Get User Information
    Search Users (Keyword Search)
    Search Users (Filter Search)
    Create User
    Get Pipeline Stages
    Get Pipeline Stage
    Get List of Owners
    Get Owner Information
    Get Export Task Status and File URL
    Run CRM Data Export Task
    Get Line Item Details
    Get Line Item Custom Properties
    Associate Records
    Get Public URL for File
    Get Subscription Definitions
    Create Call Log
    Search Line Items (Filter Search)
    Search Fees (Filter Search)
    Search Discounts (Filter Search)
    Create Meeting Log
    Retrieve Service Custom Properties
    Associate a Custom Object Record with a Contact
    Create Order
    Retrieve Orders
    Update Order
    Retrieve Order
    Upload a File to a Specified Folder
    Search Multiple Contacts (or Criteria)
Tab 1
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