Workflow to Send Calendar Invite to New Member in List
SOLVE
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.
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!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Workflow to Send Calendar Invite to New Member in List
SOLVE
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.
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!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
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!
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