topic Re: Workflow to Send Calendar Invite to New Member in List in Lists, Lead Scoring & Workflows

Workflow to Send Calendar Invite to New Member in List

mnio — Fri, 16 Jul 2021 16:14:07 GMT

Hi, my team is trying to get away from using Zapier as it hasn't been completely reliable. Is there a workflow option within Hubspot where a calendar invite can be sent to a new member in a list?

I currently see that I can add the link to a calendar invite within an email, but in the case that the person does not manually add the calendar invite themselves, then it won't ever block the calendar time for them.

Re: Workflow to Send Calendar Invite to New Member in List

webdew — Sat, 17 Jul 2021 05:22:04 GMT

Hi @mnio ,

Unfortunately it is not possible in HS to send a calendar invite through workflow. You can sent it only within an email. The person have to manually add the calendar invite manually.

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

Re: Workflow to Send Calendar Invite to New Member in List

karstenkoehler — Wed, 21 Jul 2021 18:40:21 GMT

Hi @mnio,

HubSpot marketing emails would have to support attachments for that which (unfortunately in this case) they don't. It's currently not possible to send actual calendar invites via marketing email.

You're best option is working with Add to Calendar tools, I prefer this one: https://www.labnol.org/apps/calendar.html (The links generated by this tool can be modified to include personalization tokens by the way. Pretty neat.)

Best regards!

Re: Workflow to Send Calendar Invite to New Member in List

ArturG — Wed, 03 Nov 2021 00:47:04 GMT

How is this a solution? You are not solving anything, you are offering a workaround which leads to less conversion and less events added to calendar!

Why doesn't Hubspot just fix this by allowing attachments?

I'm becoming more and more disappointed with this product the longer I use it.

Re: Workflow to Send Calendar Invite to New Member in List

MMartini — Thu, 30 Jun 2022 16:16:40 GMT

Hi @mnio , have you found a solution to this in Hubspot? I would need the exact same thing. Thanks!

Re: Workflow to Send Calendar Invite to New Member in List

mnio — Wed, 06 Jul 2022 00:48:04 GMT

Hi, unfortunately, I'm still using Zapier for this function.

Re: Workflow to Send Calendar Invite to New Member in List

MMartini — Wed, 06 Jul 2022 12:51:25 GMT

Hi thanks for the answer.

Could you explain me how the process with Zapier works? Is there any documentation?

Thanks so much.

Best,

Marija

Re: Workflow to Send Calendar Invite to New Member in List

mnio — Fri, 08 Jul 2022 21:08:34 GMT

Hi Marija,

I couldn't find documentation in Zapier, but the way we use it is:

1. Trigger = new contact in list in Hubspot

2. Action = add attendees to event in calendar

^^ in Zapier

Re: Workflow to Send Calendar Invite to New Member in List

FrancisGW — Wed, 28 Sep 2022 16:15:24 GMT

Hi Mnio,

Trying to do the exact same thing forever and never found this action in zapier! Is your calendar with outlook office?

In zapier for the action I only get Create event, contact, draft email, email and contact.

Am I missing something here?

Thank you so much!

Re: Workflow to Send Calendar Invite to New Member in List

mnio — Wed, 28 Sep 2022 22:11:20 GMT

Hi, we use Google Calendar.

In Zapier, my set up is:
Trigger: "New Contact in List in HubSpot" and the only property it pulls
from HubSpot is the email
Action: "Add Attendee/s to Event in Google Calendar"

Tip here: Zapier only pulls up Google Calendar events created within the
last 24 hours so I would recommend waiting to make the calendar event until
you're ready to create the Zap.

Re: Workflow to Send Calendar Invite to New Member in List

FrancisGW — Thu, 29 Sep 2022 15:20:25 GMT

Thanks for the answer! Indeed it's straightforward with google calendar, but not for outlook calendar apparently. I'll keep looking 🙂

Re: Workflow to Send Calendar Invite to New Member in List

KateGibbons — Thu, 13 Apr 2023 21:27:45 GMT

I'm trying to accomplish this for webinar registrants. It's a bummer - can you share your workflow for it? From HS --> Zapier?

Re: Workflow to Send Calendar Invite to New Member in List

KateGibbons — Thu, 13 Apr 2023 22:34:16 GMT

I read that there was a 200 invitee maximum for Google calendar. Did you run into this? Does Zap just stop sending or do you have to turn it off?