Automate Calendly to HubSpot: contact updates & meeting logging

How it works

This workflow automatically syncs Calendly meeting bookings into HubSpot CRM by checking if the invitee already exists as a contact. It extracts attendee details, creates or updates contacts in HubSpot, and logs the meeting engagement with all relevant information. This ensures that every booked meeting is properly tracked, linked to the right contact, and enriched with context from Calendly.

Step-by-step 1. Trigger & Input

- Calendly Trigger (Invitee Created) – Fires whenever a new meeting is booked in Calendly.

- Captures attendee details: name, email, meeting start/end time, and responses to any custom questions.

2. Contact Search

- Search Contact (HubSpot) – Looks up HubSpot to see if a contact with the invitee’s email already exists.

3. Contact Decision