Create a ticket in HubSpot when a specific event is booked in Cal.com

■Overview

Do you manually create tickets in HubSpot every time a new appointment is registered in Cal.com? This repetitive task is time-consuming, yet leaving tickets uncreated or entering incorrect information is not an option. With this workflow, you can seamlessly connect Cal.com and HubSpot and automatically create a ticket when a specific appointment is registered, helping you streamline your initial customer response.

■Who should use this template

• Teams using Cal.com and HubSpot to manage customer appointments
• Teams spending too much time manually creating tickets, leaving less time for their core work
• Teams looking to automate the customer response process after an appointment and improve service quality

■Benefits of using this template

• Automatically create a HubSpot ticket whenever an appointment is registered in Cal.com, reducing the time previously spent on manual work
• Eliminate manual data transfer to help prevent human errors such as missed ticket creation and incorrect information entry

■How the workflow works

1. First, connect Cal.com and HubSpot with Yoom
2. Next, select Cal.com as the trigger and set the “When an appointment is registered (Webhook)” action
3. Then, configure a branching step so the workflow proceeds only when specific conditions are met
4. Finally, set the “Create a ticket” action for HubSpot and create a ticket using the information retrieved by the trigger

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

■Customize this workflow

• When configuring the branching step, set the conditions for creating tickets, such as “when a specific meeting name is included” or “when a specific person is assigned”
• For the HubSpot “Create a ticket” action, customize the ticket subject and content using information retrieved from Cal.com, such as the appointment name and attendee details

■Notes

• ‍‍Connect both Cal.com and HubSpot with Yoom.
• Branching is an operation available on the Mini plan and higher. On the Free plan, the configured workflow operation will result in an error.
• Paid plans, including the Mini plan, offer a 2-week free trial. During the free trial, you can use apps and features (operations) subject to plan restrictions.