When a schedule is registered in Calendly, create a ticket in HubSpot.

■Overview

This is a flow where a ticket is created in HubSpot when a schedule is registered in Calendly.

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■Recommended for

1. Sales Department

・Teams that want to automate ticket creation in HubSpot triggered by schedule registration in Calendly to streamline follow-ups on deals and meetings.

・Teams that want to expedite sales activities based on schedule details.

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2. Customer Support Team

・Teams that want to create a ticket in HubSpot when a support reservation is made in Calendly to quickly start support activities.

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3. Marketing Department

・Teams that want to manage event follow-ups and action items by creating a ticket in HubSpot triggered by event registration in Calendly.

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4. Project Management Team

・Teams that want to streamline project progress management by creating a ticket in HubSpot when project-related meetings are registered in Calendly.

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5. Data Management Team

・Teams that want to streamline information management by reflecting schedule information from Calendly in HubSpot.

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■Benefits of Using This Template

・You can significantly reduce work time by eliminating the need to manually create tickets in HubSpot every time a schedule is registered in Calendly.

・By sharing the latest schedule and ticket information among all team members in Calendly and HubSpot, more effective collaboration can be achieved.

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■Notes

・Please integrate both Calendly and HubSpot with Yoom.