Zoho Bookings
HubSpot
zapier

An automated workflow using zapier

Connects Zoho Bookings + HubSpot

Create Hubspot contacts from new appointments in Zoho Bookings

About this workflow template

This automation scenario allows you to connect Zoho Bookings 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.

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

Diagram

Create Hubspot contacts from new appointments in Zoho Bookings
Workflow diagram: Zoho Bookings + HubSpot integration

How it works?

When this trigger fires in Zoho Bookings

Zoho Bookings

Appointment Booked in Zoho Bookings

Triggers when a new appointment is booked.

Then this action happens in HubSpot

HubSpot

Create or Update Contact in HubSpot

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

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Hubspot contacts from new appointments in Zoho Bookings.

Part I

Configure Applications

First, we need to connect Zoho Bookings and HubSpot to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Zoho Bookings to Zapier.

    Connect Zoho Bookings to Zapier.

    Give Zapier access to your Zoho Bookings account, using Zoho Bookings 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 Zoho Bookings

    Set up a Trigger action for Zoho Bookings

    Choose the following trigger: Appointment Booked (Triggers when a new appointment is booked.).

  • 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.).

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 Zoho Bookings 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 contacts from new appointments in Zoho Bookings!

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
  • Zoho Bookings

    List services

    List services details here.

    pabbly-connect
    actionbypabbly-connect
  • Zoho Bookings

    List staff

    Get staff details from here.

    pabbly-connect
    actionbypabbly-connect
  • Zoho Bookings

    Create appoinment

    Creates an appointment.

    pabbly-connect
    actionbypabbly-connect
  • Zoho Bookings

    Update appoinment

    Update Appoinment from here.

    pabbly-connect
    actionbypabbly-connect
  • Zoho Bookings

    Reschedule appoinment

    Reschedule the appointment.

    pabbly-connect
    actionbypabbly-connect
  • Zoho Bookings

    Fetch appointment availability

    To fetch availability of appointments across services.

    pabbly-connect
    actionbypabbly-connect

Apps you need

HubSpot

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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.

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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.