This automation scenario allows you to connect YouCanBook.Me 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
YouCanBook.Me and HubSpot can also be integrated using automation tools other than zapier:
When this trigger fires in YouCanBook.Me
Fires every time someone makes a booking with you through YouCanBook.Me
Then these actions happen in YouCanBook.Me and YouCanBook.Me
Creates a new submission for a selected form.
Triggers when changes happen on a booking
This guide contains information on how to set up an automatic workflow that allows to Add submissions for HubSpot to form for new YouCanBook.Me bookings.
Part I
First, we need to connect YouCanBook.Me and HubSpot to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect YouCanBook.Me to Zapier.
Give Zapier access to your YouCanBook.Me account, using YouCanBook.Me 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 YouCanBook.Me
Choose the following trigger: New Booking (Fires every time someone makes a booking with you through YouCanBook.Me).
Then set up an Action for HubSpot
Choose this action: Create Form Submission (Creates a new submission for a selected form.).
Then set up another Action for YouCanBook.Me
Choose this action: Booking Notifications (Triggers when changes happen on a booking).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between YouCanBook.Me 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 Add submissions for HubSpot to form for new YouCanBook.Me bookings!
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.
Gets information of a profile by ID.
Issue a voucher or coupon for one of your profiles. Trigger this action with the correct code whenever you sell a booking voucher to someone. If you have set up vouchers in that profile's settings, the user will then be able to make a booking using it.
Creates a new booking in a specific profile.
Creates a new profile.
Deletes a booking.
Deletes a profile.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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