An automated workflow using zapier
Connects ScheduleOnce + HubSpot
Update HubSpot deals when new OnceHub bookings are no-show
About this workflow template
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 scripts 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:
Diagram
How it works?
When this trigger fires in ScheduleOnce
No-Show Booking in ScheduleOnce
Triggers when the status of a booking is changed to No-show.
Then these actions happen in HubSpot
Update Deal Deprecated in HubSpot
Updates a deal.
Update Deal in HubSpot
Update a Deal in HubSpot.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Update HubSpot deals when new OnceHub bookings are no-show.
Part I
Configure Applications
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
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 ScheduleOnce
Choose the following trigger: No-Show Booking (Triggers when the status of a booking is changed to No-show.).
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
Test and Publish
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 no-show!
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Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateiopipedreamNew deal
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triggerbyzapierpipedreamUpdated deal stage
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triggerbyzapier
Make an api call
Performs an arbitrary authorized API call.
actionbyintegromatScheduled booking
Triggers when a new booking is scheduled.
triggerbyzapierWatch bookings
Triggers when any booking events have occurred.
triggerbyintegromatCompleted booking
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triggerbyzapierCanceled booking
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triggerbyzapierNo-show booking
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triggerbyzapier
Apps you need
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.
