Learn how to integrate HubSpot CRM with Google Calendar using Pabbly Connect to automate meeting deletions when contacts are removed. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start the integration process, access Pabbly Connect by navigating to the URL Pabbly.com/c/connect. Once there, you can sign in as an existing user.
Upon signing in, you will reach the Pabbly Connect dashboard. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow.
2. Creating the Workflow in Pabbly Connect
When naming your workflow, choose a descriptive title like ‘Delete Google Calendar Meeting When a Contact is Deleted from HubSpot’. This will help you identify the workflow later. using Pabbly Connect
- Click on the ‘Create’ button to proceed.
- You will be presented with two main options: Trigger and Action.
In this setup, HubSpot CRM will be your trigger application, and the action will involve Google Calendar. This means that when a contact is deleted from HubSpot, the corresponding event in Google Calendar will also be deleted.
3. Setting Up the Trigger in Pabbly Connect
To set up the trigger, select HubSpot CRM as the trigger application and choose ‘New Contact Added’ as the trigger event. Click on ‘Connect’ to link your HubSpot account with Pabbly Connect.
Once connected, you will need to select the output properties, specifically the email address of the contact. After selecting the email, click on ‘Save and Send Test Request’ to ensure the connection works correctly.
- If the test is successful, you’ll receive the details of the last added contact.
- This confirms that Pabbly Connect is properly integrated with HubSpot CRM.
Next, set up a delay in the workflow to wait for a specific duration before checking if the contact still exists in HubSpot. This is done using the ‘Delay’ feature in Pabbly Connect.
4. Searching for the Contact in HubSpot
After the delay, the next step is to search for the contact in HubSpot CRM. Again, select HubSpot CRM as the action application and choose ‘Search a Contact’ as the action event. using Pabbly Connect
Map the email address from the previous step to search for the contact. If the contact exists, the workflow will stop; if it doesn’t, it will continue to delete the corresponding Google Calendar event.
Set the matching property to email and ensure the operator is set to ‘equal to’. If the total results return zero, this indicates the contact has been deleted.
This step ensures that you are checking the current status of the contact before proceeding to delete the event in Google Calendar.
5. Deleting the Google Calendar Event
If the contact is confirmed to be deleted, the final step is to delete the corresponding event from Google Calendar. Select Google Calendar as the action application and choose ‘Search and Delete Event’ as the action event.
Connect your Google Calendar account to Pabbly Connect and select the specific calendar you want to work with. Then, use the email address from the previous steps to find the correct event to delete.
Click on ‘Save and Send Test Request’ to execute the deletion. Verify in Google Calendar that the event has been successfully removed.
This completes the integration process, ensuring that whenever a contact is deleted from HubSpot, their associated Google Calendar event is also deleted automatically through Pabbly Connect.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to integrate HubSpot CRM with Google Calendar. By automating the deletion of calendar events when contacts are removed, you can streamline your workflow and maintain organization.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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