When a Calendly appointment is canceled, update the HubSpot ticket.

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  2. HubSpot
  3. When a Calendly appointment is canceled, update the HubSpot ticket.
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■Overview

This is a flow to update HubSpot tickets when a Calendly appointment is canceled.

‍

■Recommended for

1. Sales Department

・Sales teams that manage appointments with Calendly and want to automatically reflect cancellation information in HubSpot

・Teams that want to immediately grasp canceled appointments and quickly follow up

‍

2. Customer Support Team

・Teams that manage meeting appointments with clients using Calendly and want to reflect cancellation information in HubSpot tickets

・Teams that want to centrally manage customer interaction history in HubSpot to improve service quality

‍

3. Marketing Team

・Teams that want to reflect canceled meeting appointments in Calendly in HubSpot to adjust marketing campaigns

・Teams that want to analyze cancellation trends and take corrective actions

‍

■Benefits of Using This Template

・By immediately reflecting canceled appointment information in HubSpot, you can quickly take follow-up actions.

・Eliminating the need for manual data entry and updates improves operational efficiency.

‍

■Notes

・Please integrate Yoom with both HubSpot and Calendly.

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