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Select a trigger from TidyCal
Setup an action from HubSpot
That’s it! You just connected TidyCal to HubSpot
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Frequently Asked Questions about TidyCal + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with TidyCal and HubSpot
How do I set up the integration between TidyCal and HubSpot?
To set up the integration between TidyCal and HubSpot, you'll first need to log into both platforms. In your account, navigate to the 'Integrations' section and search for HubSpot. Follow the on-screen instructions to authorize access. Once linked, you can start creating workflows with specific triggers and actions.
What are common triggers available when integrating TidyCal with HubSpot?
Common triggers include new booking in TidyCal, cancellation of an appointment, or a form submission within TidyCal. These events can initiate actions or workflows in HubSpot such as creating a contact or updating existing records.
Can I update existing contacts in HubSpot automatically through this integration?
Yes, you can update existing contacts in HubSpot automatically when certain events occur in TidyCal. For instance, a new booking can trigger an update action that modifies contact details or adds relevant notes to an existing HubSpot record.
Are there specific actions that can be performed in HubSpot through this integration?
Specific actions in HubSpot via this integration include creating new contacts or companies, updating contact properties, assigning tasks, and adding notes based on the triggers set off by events in TidyCal.
Is it possible to automate email follow-ups for a TidyCal booking using this integration?
Absolutely! You can set up a trigger for new bookings in TidyCal that initiates a workflow in HubSpot to send automated email follow-ups. This ensures timely communication without manual intervention.
Do I need technical skills to use this integration effectively?
No technical skills are required. The integration is designed for ease of use with intuitive steps guiding you through setting up workflows using simple triggers and actions between TidyCal and HubSpot.
How can I test if my TidyCal and HubSpot integration is working correctly?
To test the integration, create a test appointment in TidyCal to see if the corresponding action occurs in HubSpot as expected. You should verify if all configured steps—like contact creation or updates—are processed correctly.
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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.
