Lists, Lead Scoring & Workflows

mnio
Member

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.

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow to Send Calendar Invite to New Member in List

SOLVE

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

 

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12 Replies 12
MMartini
Contributor

Workflow to Send Calendar Invite to New Member in List

SOLVE

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

0 Upvotes
mnio
Member

Workflow to Send Calendar Invite to New Member in List

SOLVE

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

0 Upvotes
KateGibbons
Participant

Workflow to Send Calendar Invite to New Member in List

SOLVE

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

0 Upvotes
MMartini
Contributor

Workflow to Send Calendar Invite to New Member in List

SOLVE

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 Upvotes
mnio
Member

Workflow to Send Calendar Invite to New Member in List

SOLVE

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

FrancisGW
Participant

Workflow to Send Calendar Invite to New Member in List

SOLVE

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
Member

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.
KateGibbons
Participant

Workflow to Send Calendar Invite to New Member in List

SOLVE

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 Upvotes
FrancisGW
Participant

Workflow to Send Calendar Invite to New Member in List

SOLVE

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

ArturG
Member

Workflow to Send Calendar Invite to New Member in List

SOLVE

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
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow to Send Calendar Invite to New Member in List

SOLVE

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
Guide | Diamond Partner
Guide | Diamond Partner

Workflow to Send Calendar Invite to New Member in List

SOLVE

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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