Lists, Lead Scoring & Workflows

SZinken
参加者

Workflow to Trigger Calendar Invitation

解決

Is there a way to create a workflow to trigger a calendar invitation?  We are using a Hubspot form for event registration and want someone who fills out the form to have the event added to their calendar.  I'm thinking a workflow is the best option, but open to other ideas.  

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

Workflow to Trigger Calendar Invitation

解決

Hi @SZinken,

 

Out of the box, this is not possible. As far as I know, this would require a custom code workflow action, available in Operations Hub Professional, and the help of a developer.

 

https://developers.hubspot.com/docs/api/workflows/custom-code-actions

If you're open to third party software, this might also be doable with Zapier, for example.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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3件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Workflow to Trigger Calendar Invitation

解決

Hi @SZinken,

 

Out of the box, this is not possible. As far as I know, this would require a custom code workflow action, available in Operations Hub Professional, and the help of a developer.

 

https://developers.hubspot.com/docs/api/workflows/custom-code-actions

If you're open to third party software, this might also be doable with Zapier, for example.

 

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.

SZinken
参加者

Workflow to Trigger Calendar Invitation

解決

Thanks Karstan!

0 いいね!
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Workflow to Trigger Calendar Invitation

解決

Happy to help, @SZinken. It looks like you marked your own reply as a solution. If you could mark my reply as a solution, that would be much appreciated. Have a great day!

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.