Lists, Lead Scoring & Workflows

mnio
メンバー

Workflow to Send Calendar Invite to New Member in List

解決

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.

1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Workflow to Send Calendar Invite to New Member in List

解決

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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12件の返信
MMartini
投稿者

Workflow to Send Calendar Invite to New Member in List

解決

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

0 いいね!
mnio
メンバー

Workflow to Send Calendar Invite to New Member in List

解決

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

0 いいね!
KateGibbons
参加者

Workflow to Send Calendar Invite to New Member in List

解決

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

0 いいね!
MMartini
投稿者

Workflow to Send Calendar Invite to New Member in List

解決

Hi thanks for the answer.

 

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

 

Thanks so much.

 

Best,

Marija

0 いいね!
mnio
メンバー

Workflow to Send Calendar Invite to New Member in List

解決

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

FGB-GW
参加者

Workflow to Send Calendar Invite to New Member in List

解決

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!

mnio
メンバー

Workflow to Send Calendar Invite to New Member in List

解決
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.
KateGibbons
参加者

Workflow to Send Calendar Invite to New Member in List

解決

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?

0 いいね!
FGB-GW
参加者

Workflow to Send Calendar Invite to New Member in List

解決

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

ArturG
メンバー

Workflow to Send Calendar Invite to New Member in List

解決

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. 

karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Workflow to Send Calendar Invite to New Member in List

解決

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

webdew
ガイド役 | Diamond Partner
ガイド役 | Diamond Partner

Workflow to Send Calendar Invite to New Member in List

解決

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!


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Thanks and Regards.