Calendly
HubSpot
zapier

An automated workflow using zapier

Connects Calendly + HubSpot

Create HubSpot CRM contacts from scheduled Calendly invitees

About this workflow template

This automation scenario allows you to connect Calendly and HubSpot

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Calendly and HubSpot can also be integrated using automation tools other than zapier:

Diagram

Create HubSpot CRM contacts from scheduled Calendly invitees
Workflow diagram: Calendly + HubSpot integration

How it works?

When this trigger fires in Calendly

Calendly

Invitee Created in Calendly

Triggers when an invitee schedules an event

Then these actions happen in HubSpot

HubSpot

Create or Update Contact in HubSpot

Creates a new contact or updates an existing contact based on email address.

HubSpot

Update Contact in HubSpot

Update a Contact in HubSpot.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create HubSpot CRM contacts from scheduled Calendly invitees.

Part I

Configure Applications

First, we need to connect Calendly and HubSpot to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Calendly to Zapier.

    Connect Calendly to Zapier.

    Give Zapier access to your Calendly account, using Calendly credentials.

  • Connect HubSpot to Zapier.

    Connect HubSpot to Zapier.

    Give Zapier access to your HubSpot account, using HubSpot credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Calendly

    Set up a Trigger action for Calendly

    Choose the following trigger: Invitee Created (Triggers when an invitee schedules an event).

  • Then set up an Action for HubSpot

    Then set up an Action for HubSpot

    Choose this action: Create or Update Contact (Creates a new contact or updates an existing contact based on email address.).

  • Then set up another Action for HubSpot

    Then set up another Action for HubSpot

    Choose this action: Update Contact (Update a Contact in HubSpot.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Calendly and HubSpot.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create HubSpot CRM contacts from scheduled Calendly invitees!

Supported triggers and actions

  • HubSpot

    New form submission

    Triggers when a form is submitted.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    New contact

    Triggers when new contact is available.

    zapierautomateio
    triggerbyzapierautomateio
  • HubSpot

    New contact in list

    Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • HubSpot

    New deal

    Triggers when new deal is available.

    zapieralbato
    triggerbyzapieralbato
  • HubSpot

    New contact property change

    Triggers when a specified property is provided or updated on a contact.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    Updated deal stage

    Triggers when a deal enters a specified stage.

    zapier
    triggerbyzapier
  • Calendly

    Create a scheduling link

    Creates a scheduling link.

    integromat
    actionbyintegromat
  • Calendly

    Get an event

    Returns information about an event.

    integromat
    actionbyintegromat
  • Calendly

    Get an event invitee

    Returns information about an invitee.

    integromat
    actionbyintegromat
  • Calendly

    Get an event type

    Returns information about an event type.

    integromat
    actionbyintegromat
  • Calendly

    Get an organization membership

    Returns information about a user's Organization Membership.

    integromat
    actionbyintegromat
  • Calendly

    Invite a user to organization

    Invites a user to an organization.

    integromat
    actionbyintegromat

Apps you need

HubSpot

HubSpot

Email Marketing

An inbound marketing, sales and customer service online platform

HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.