How to send calendar invites to users without the paid seats

ThomasPeter
Participant

Hi everyone,

I want to send calendar invites to unpaid users when a meeting is created through the calendar pop-up CTA after a customer books a meeting.

Is there a way to enable this or configure it in HubSpot?

We can send the email through workflow automation, but i want to send the calendar invite.

Thanks in advance!

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

@ThomasPeter not through the native capabilities in HubSpot, no. With third-party automation (Zapier, Make, n8n) or working with the API, probably.

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Hi @ThomasPeter,

 

Could you please share a screenshot of the part of the tool you're referring to?

 

When editing a meeting entry on the meetings index page or a contact/company/deal record, I can choose the option to manage attendees and add a view-only user just fine.

 

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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ThomasPeter
Participant

I was talking about meetings scheduler Here I cant see all my usersHere I cant see all my users

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

@ThomasPeter this requires a paid sales or service seat for every user you want to add, no working around that. View-only or core seats are not sufficient.

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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ThomasPeter
Participant

@karstenkoehler Is there any workarounds to send calendar invites to unpaid users, not necessarily through meetings scheduler, through a workflow or something?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

@ThomasPeter not through the native capabilities in HubSpot, no. With third-party automation (Zapier, Make, n8n) or working with the API, probably.

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.

0 Upvotes