Lists, Lead Scoring & Workflows

mnio
Miembro

Workflow to Send Calendar Invite to New Member in List

resolver

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 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Workflow to Send Calendar Invite to New Member in List

resolver

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 Respuestas 12
MMartini
Colaborador

Workflow to Send Calendar Invite to New Member in List

resolver

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

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mnio
Miembro

Workflow to Send Calendar Invite to New Member in List

resolver

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

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KateGibbons
Participante

Workflow to Send Calendar Invite to New Member in List

resolver

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

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MMartini
Colaborador

Workflow to Send Calendar Invite to New Member in List

resolver

Hi thanks for the answer.

 

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

 

Thanks so much.

 

Best,

Marija

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mnio
Miembro

Workflow to Send Calendar Invite to New Member in List

resolver

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
Participante

Workflow to Send Calendar Invite to New Member in List

resolver

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
Miembro

Workflow to Send Calendar Invite to New Member in List

resolver
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
Participante

Workflow to Send Calendar Invite to New Member in List

resolver

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?

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FGB-GW
Participante

Workflow to Send Calendar Invite to New Member in List

resolver

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

ArturG
Miembro

Workflow to Send Calendar Invite to New Member in List

resolver

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
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Workflow to Send Calendar Invite to New Member in List

resolver

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
Guía | Partner nivel Diamond
Guía | Partner nivel Diamond

Workflow to Send Calendar Invite to New Member in List

resolver

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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