This automation scenario allows you to connect ScheduleOnce 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.
Categories
ScheduleOnce and HubSpot can also be integrated using automation tools other than zapier:
When this trigger fires in ScheduleOnce
Triggers when a booking is completed. Specifically, when the time window of the booking has passed.
Then these actions happen in HubSpot
Updates a deal.
Update a Deal in HubSpot.
This guide contains information on how to set up an automatic workflow that allows to Update HubSpot deals when new OnceHub bookings are completed.
Part I
First, we need to connect ScheduleOnce and HubSpot to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect ScheduleOnce to Zapier.
Give Zapier access to your ScheduleOnce account, using ScheduleOnce credentials.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for ScheduleOnce
Choose the following trigger: Completed Booking (Triggers when a booking is completed. Specifically, when the time window of the booking has passed.).
Then set up an Action for HubSpot
Choose this action: Update Deal Deprecated (Updates a deal.).
Then set up another Action for HubSpot
Choose this action: Update Deal (Update a Deal in HubSpot.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between ScheduleOnce and HubSpot.
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 Update HubSpot deals when new OnceHub bookings are completed!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Performs an arbitrary authorized API call.
Triggers when a new booking is scheduled.
Triggers when any booking events have occurred.
Triggers when a booking is completed. Specifically, when the time window of the booking has passed.
Triggers when a booking is canceled.
Triggers when the status of a booking is changed to No-show.
ScheduleOnce is the ultimate scheduling solution for businesses. Automate your workflows, integrate with popular apps, and offer customers the ability to schedule meetings quickly and easily.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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.