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Frequently Asked Questions about Bookly + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Bookly and HubSpot
What is the process to integrate Bookly with HubSpot?
Integrating Bookly with HubSpot involves using our platform to create a workflow. After selecting Bookly as your trigger app and HubSpot as your action app, you establish a connection between both applications through your credentials. You then map out fields from Bookly to corresponding fields in HubSpot such as customer names, contact details, and appointment times.
Can I automatically add new bookings from Bookly as contacts in HubSpot?
Yes, you can set up a trigger in our system for new bookings created within Bookly. This trigger can then prompt an action that adds these bookings as new contacts in your HubSpot account with the collected client information.
How do I handle appointment cancellations from Bookly in HubSpot?
To manage cancellations effectively, set up a trigger within our platform on appointment cancellations in Bookly. Then create an action that updates the corresponding contact record in HubSpot with an appropriate status or note indicating the cancelled appointment.
Is it possible to update existing client records in HubSpot when their information changes in Bookly?
Yes, you can use our integration tools to set triggers based on client data updates in Bookly. This can prompt an automatic update of corresponding fields in existing client records within your HubSpot database.
Can I send automated follow-up emails via HubSpot after a client books an appointment through Bookly?
Certainly! Once a booking is made in Bookly, you can configure a trigger that activates an email campaign or follow-up email through HubSpot using mapped contact details.
Does the integration support syncing historical booking data from Bookly into HubSpot?
Our integration primarily focuses on syncing new data and real-time updates. For historic booking data synchronization, there might be additional steps involving data import tools provided by either system.
Are there any limits on the number of appointments or contacts that can be integrated daily between Bookly and HubSpot?
While we strive for seamless and unlimited processing capabilities, limits may depend on your current subscription plan with both services. Reviewing plan specifics can provide deeper insights into potential restrictions or limits.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.