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Workflow Template

Automate HubSpot Contact Creation from Calendly Meetings

This workflow automates the creation of HubSpot contacts from Calendly meetings, streamlining lead management and follow-ups.
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Find next meeting with participant
Find next meeting with participant
Create HubSpot Contact
Create HubSpot Contact

Workflow Overview

This workflow automates the creation of HubSpot contacts from Calendly meetings, streamlining lead management and follow-ups.
  • Calendly meeting ID
  • A new contact created in HubSpot

This automation creates a new HubSpot contact from a Calendly meeting automatically.

When a meeting is scheduled in Calendly, the workflow kicks off by retrieving details of the created meeting, including the attendee's email, first name, last name, phone number, and company. Next, it creates a new contact in HubSpot using these details. This workflow is particularly useful for:

  • Automatically capturing lead information in your CRM
  • Streamlining the follow-up process post-meeting
Pro Tip: You can customize which details are captured and transferred to HubSpot, allowing for flexibility based on your specific CRM fields and requirements.

This automation saves time and ensures that valuable lead information is never missed or delayed in being added to your CRM. Simplify your workflow with Bardeen.

Step 1: Install the Bardeen App

Start by installing the Bardeen app on your device to use this workflow.

Step 2: Navigate to the Magic Box

After installation, open the Magic Box feature and input the following prompt:

When Calendly meeting created, create a HubSpot contact

Step 3: Integrate the Workflow Integrations

Make sure to configure the integrations required for the workflow. This includes Calendly for capturing meeting details and HubSpot for creating and managing contacts.

Step 4: Run the Workflow

Lastly, execute the workflow. This workflow is specifically designed to:

  • Capture details of meetings created in Calendly.
  • Then, it uses these details to create a new contact in HubSpot, ensuring that each meeting attendee is promptly added to your HubSpot CRM.
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How Does Synchronizing Calendly with HubSpot Streamline Your Workflow?

Calendly HubSpot Integration

Synchronizing Calendly and HubSpot is pivotal for streamlining your workflow and ensuring that every interaction with your leads is captured and recorded in your CRM. This connection not only saves precious time but also enhances lead management efficiency. The process essentially involves creating a HubSpot contact whenever a Calendly meeting is scheduled, thereby automating the flow of information between the two platforms.

Maximize efficiency and ensure no lead is missed by automating the creation of HubSpot contacts from Calendly meetings. Get started with Bardeen to streamline your workflow now!

Direct integration between Calendly and HubSpot allows for the automatic creation of new leads or contacts and activities in HubSpot when meetings are scheduled using Calendly. This integration ensures that if a record already exists, it will be updated with the new activity, keeping HubSpot always up to date with the latest interactions.

HubSpot API for Creating Contacts

For those looking for a more tailored approach or needing to integrate advanced features, utilizing the HubSpot API to create contacts can be a powerful solution. The HubSpot API facilitates the creation of contacts by making a POST request with the necessary contact details such as email, first name, last name, phone number, and company information. This method provides flexibility and control over the data being synchronized between Calendly and HubSpot.

When integrating via API, remember:

  • Always include the contact's email as it serves as the primary identifier within HubSpot.
  • Custom properties can be created in HubSpot and included in your API request to fit your data requirements perfectly.
  • Associations between the new contact and existing records (e.g., companies or deals) can be made through the API, enabling comprehensive relationship mapping.
Automate your lead capture and ensure seamless synchronization between Calendly and HubSpot. Download Bardeen and transform your workflow efficiency today!
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