This automation enhances meeting preparation by integrating Google Calendar with HubSpot, ensuring you have quick access to relevant company information before your meetings.
The workflow is initiated by checking for any upcoming events within a specified timeframe in your Google Calendar. Once an event is identified, it matches the event's title to a company in HubSpot and then automatically opens the company's details in HubSpot for review. Ideal for:
Pro Tip: This workflow is easily customizable to fit different timeframes or to integrate with other CRM platforms supported by Bardeen.
Streamline your meeting preparation process by integrating your Google Calendar with HubSpot, ensuring you're always informed and ready.
Begin by installing the Bardeen app on your device to access its features.
Open the Magic Box in the Bardeen app and input the following prompt:
Get details form Google Calendar, Open Company details from HubSpot ahead of meeting
Make sure to configure the integrations needed for the workflow. This includes Google Calendar for retrieving meeting details and HubSpot for accessing company details.
With everything set up, execute the workflow. It is designed to:
Preparing for meetings can be streamlined by integrating Google Calendar with HubSpot, allowing you to access relevant company information before your meetings. This integration ensures that when a meeting is scheduled in Google Calendar with a HubSpot contact, the event appears on their contact record timeline in HubSpot. To connect your Google Calendar to HubSpot, navigate to the App Marketplace in your HubSpot account, search for the Google Calendar integration, and click Connect app. After authorizing the connection, you'll be redirected back to HubSpot, indicating the successful installation of Google Calendar for HubSpot. Bardeen automates this process by integrating Google Calendar with HubSpot, ensuring you're always prepared for your meetings.
By leveraging Bardeen, sales professionals and customer success teams can enhance their meeting preparation by having quick access to relevant company information before meetings. Learn more about automating this workflow with Bardeen.
Automating Google Calendar can significantly boost your productivity by reducing manual scheduling efforts. Tools like Bardeen offer automation solutions that can help you manage your schedule more efficiently. For instance, you can automate the process of getting all meetings within a week or syncing tasks from HubSpot to your Google Calendar. This automation not only saves time but also ensures that you're always on top of your schedule and prepared for upcoming meetings.
If you're using HubSpot's CRM, syncing tasks with Google Calendar can help you manage your tasks more efficiently. By connecting your Google or Outlook Calendar to HubSpot, you can have tasks appear as events on your calendar, complete with due dates, times, and associated records. This synchronization allows users with a paid seat of Sales Hub or Service Hub to have their HubSpot tasks appear on their Google or Office 365 calendar. However, it's important to note that this is a one-way sync, and changes made to tasks in Google Calendar will not sync back to HubSpot.
Connecting your Google Calendar to HubSpot is straightforward and enables you to sync meetings created in HubSpot with your calendar. This connection allows for a seamless scheduling experience, where meetings booked through HubSpot's meeting tool automatically appear on your Google Calendar. Additionally, you can manage your calendar settings within HubSpot to customize how meetings and tasks are synced, ensuring that your scheduling process aligns with your workflow. By automating this connection with Bardeen, you can further streamline your scheduling process, making it more efficient and less time-consuming.
Streamline your meeting preparation and scheduling process by integrating Google Calendar with HubSpot using Bardeen. This automation ensures you're always informed and ready for your meetings. Discover how to automate this workflow with Bardeen.
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Bardeen is an automation and workflow platform designed to help GTM teams eliminate manual tasks and streamline processes. It connects and integrates with your favorite tools, enabling you to automate repetitive workflows, manage data across systems, and enhance collaboration.
Bardeen acts as a bridge to enhance and automate workflows. It can reduce your reliance on tools focused on data entry and CRM updating, lead generation and outreach, reporting and analytics, and communication and follow-ups.
Bardeen is ideal for GTM teams across various roles including Sales (SDRs, AEs), Customer Success (CSMs), Revenue Operations, Sales Engineering, and Sales Leadership.
Bardeen integrates broadly with CRMs, communication platforms, lead generation tools, project and task management tools, and customer success tools. These integrations connect workflows and ensure data flows smoothly across systems.
Bardeen supports a wide variety of use cases across different teams, such as:
Sales: Automating lead discovery, enrichment and outreach sequences. Tracking account activity and nurturing target accounts.
Customer Success: Preparing for customer meetings, analyzing engagement metrics, and managing renewals.
Revenue Operations: Monitoring lead status, ensuring data accuracy, and generating detailed activity summaries.
Sales Leadership: Creating competitive analysis reports, monitoring pipeline health, and generating daily/weekly team performance summaries.