topic Betreff: Creating Events for Google Calendar to organize internal activities with customer info in Sales Integrations

Creating Events for Google Calendar to organize internal activities with customer info

ScubacaoDiving — Mon, 16 Jan 2023 13:47:43 GMT

Hey guys! Thanks for your help on this one.

I am trying to create Google Calendar events in a seemless manner from hubspot with multiple customer information.

Now let me go into detail. We have activities that involve multiple customers that need to go into a google calendar so that our team can see once the activities have been scheduled.

So for example this would be the info i would have on a said activity:

Activity, amount of people

First groups contact name, amount of people, level of experience

phone

deposit made

pickup location

Second groups contact name, amount of people, level of experience

phone

deposit made

pickup location

Here is an example of what I want the google calendar to look like for a specific date. Its missing some info and already has assigned activities to our team in the title. I want to create a calendar with no names in the titles, so unassigned activities.

The solutions I have tried so far are:

A) The integration for Schedule Meeting doesnt let me organize an internal calendar without contacting customers.

B) Deals: I was trying to see how I could create an event from a deal. So far I found a Github code I could use for Google Apps Script that would create an Google Calendar Event from an email. So I was thinking of using an email template in Hubspot that would have the information for that script through deal description. The problem with that is that I have a hard time thinking of how I could put in the multiple contacts from the deal without having to do it manually.

C) Zapier doesnt have this option as a template yet. And I'm no expert in Zapier to create it from scratch.

Trying to look for a streamline solution. Any recommendations or pointers would be highly appreciated.

Christopher Yaksic

Betreff: Creating Events for Google Calendar to organize internal activities with customer info

MiaSrebrnjak — Tue, 17 Jan 2023 11:21:19 GMT

Hi @ScubacaoDiving,

Thank you for reaching out to the Community!

I actually like your first idea if the goal is to have the information stored in both HubSpot and Google Calendar. You could create multiple meeting links for different events or a group scheduling page and use placeholder email addresses (your own or your coworker's email addresses) when scheduling a meeting to make sure customers don't get contacted. You can adjust the form on the scheduling page to make sure the event has all the information you need.

I also wanted to invite a couple of subject matter experts to the conversation to see if they can think of any other workarounds:

hi @Olivia_Bagnall, @fabianschmidt, @danmoyle, do you have any advice for @ScubacaoDiving? Thank you!

Cheers
Mia, Community Team

Betreff: Creating Events for Google Calendar to organize internal activities with customer info

danmoyle — Tue, 17 Jan 2023 13:52:20 GMT

Thanks for the tag @MiaSrebrnjak. I'm with you on this one. I don't know of a particular solution other than a meeting link that uses a secondary email. In that link, @ScubacaoDiving, as Mia mentioned, I'd include all the properties you're looking to include. Those will then go into the calendar invitation.