Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.
Calendly is the simplest way to organize your calendar and show availability online. With Calendly, you can book meetings easily and seamlessly, synching your calendar with colleagues' calendars to send meeting requests and make scheduling easy.Calendly Integrations
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It's easy to connect HubSpot CRM + Calendly without coding knowledge. Start creating your own business flow.
Triggers when a new company is created.
Triggered every time a new contact is created in HubSpot.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Triggers when a new deal is created.
Triggers when a new deal enters a stage.
Triggers when an invitee cancels a scheduled event.
Triggers when an invitee schedules an event.
Creates a new company.
Creates a new deal.
Create a new contact or update an existing contact based on email address.
Updates an existing company.
Updates an existing deal.
It is a marketing platform.
It is used for marketing automation.
You can create campaigns, email leads and more.
It allows your customers to schedule meetings with you.
You can set the availability of each day and time.
You can integrate HubSpot CRM and Calendly via Zapier. You can connect them directly into Facebook Messenger. It is possible to send a message via lead asking if they would like to schedule a meeting with you on Calendly. It also enables you to send a message via lead when a meeting has been created on Calendly with you. It is possible to connect HubSpot CRM and Calendly in Zapier so that all the leads from HubSpot CRM are sent to a specific calendar in Calendly.
Benefits of Integration of HubSpot CRM and Calendly
All your leads will be in one calendar on Calendly. This saves time for you because you’re not going into several calendars to see if the customer is available or not. It saves time for your customer too because they don’t have to go into several calendars to see if you are available or not. You can automate your sales process using HubSpot CRM and Calendly. It does not take much effort to manually check for availability on multiple calendars. You can make sure that every lead gets an answer about whether you are available on a certain day or not. If you are not available, you can use the reply button in Facebook Messenger or you can send a message through Zapier to tell the customer you are not available. If the customer wants to schedule a meeting with you, the customer can go to your calendar in Calendly and schedule it with you directly. This saves them the hassle of having to send a message back through Facebook Messenger or Zapier. They may not know how to do this. By scheduling directly with you on Calendly, they are able to save time and make sure that you get their request. If you do not schedule with them on Calendly, you have saved yourself time as well by letting them know that they need to schedule their meeting through Calendly instead of you having to tell them how to do it later. If they do not want to schedule with you, you can simply choose not to accept the meeting request on Calendly. You will not have to send a message back through Facebook Messenger or Zapier because there was no meeting scheduled in the first place. This saves the customer time as well because they do not have to wait for your response. You can automatically send an email out after a meeting has been scheduled on Calendly including both your phone number and email address so that you do not have to worry about sending it later. You can automate reminders and fplow-ups for missed meetings. You can use this feature for any type of reminder or fplow-up, including non-business related reminders and fplow-ups. You can also set it up so that if someone does not show up for a meeting, a reminder is sent out via Facebook Messenger or Zapier from HubSpot CRM to remind them that they need to reschedule their meeting or cancel it altogether. This saves time for both parties invpved in case of a forgotten appointment or no-show because now they do not have to contact each other again and reschedule the meeting. You can also set it up so that if someone changes their mind about meeting with you, an automated message is sent out through Facebook Messenger or Zapier from HubSpot CRM to remind them that they need to cancel the meeting or reschedule it again. They do not have to contact you again since this has already been done before they changed their mind, saving time for both parties invpved in case of a change of heart or cancellation of the meeting. You can create campaigns from HubSpot CRM and have it sent out through Facebook Messenger or Zapier via Zapier to your customers and prospects who are interested in your product or service, giving them access to receiving information about your company directly in their inbox without having to fill out forms or subscribe to newsletters. This saves time and effort for both parties invpved because they do not have to go through lengthy sign-up forms or newsletter subscription prompts when they want information about your company, only to forget later that they signed up anyway and never get any emails from you because they forgot their email address in their subscription form. The automated messages sent out by your company will come straight in their inboxes, reminding them that they signed up for your company’s information and giving them direct access to it (i.e., links and information about your products. This integrates the sales processes of your company with your customer’s calendar availability, saving both parties invpved time with missed appointments, forgotten appointments, cancellations, etc.
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