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.
Categories
Zoho Bookings and HubSpot can also be integrated using automation tools other than zapier:
When this trigger fires in Zoho Bookings
Triggers when a new appointment is booked.
Then this action happens in HubSpot
Creates a new contact or updates an existing contact based on email address.
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
First, we need to connect Zoho Bookings and HubSpot to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zoho Bookings to Zapier.
Give Zapier access to your Zoho Bookings account, using Zoho Bookings 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 Zoho Bookings
Choose the following trigger: Appointment Booked (Triggers when a new appointment is booked.).
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
Finally, we need to test this automation and publish it.
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 your scenario and publish to production. Now you have an automatic workflow, that will Create Hubspot contacts from new appointments in Zoho 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.
List services details here.
Get staff details from here.
Creates an appointment.
Update Appoinment from here.
Reschedule the appointment.
To fetch availability of appointments across services.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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