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Use case· 3 steps

How do I create a HubSpot deal when someone books a Calendly meeting?

Turn every booked demo into a tracked pipeline opportunity. Calendly bookings auto-create HubSpot deals with the right amount, stage and owner.

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How it works

Set up "Sync Calendly bookings to HubSpot deals" in 3 steps

  1. 1
    Trigger on a Calendly booking
    Add the Calendly → Invitee Created trigger and pick the event type to monitor.
  2. 2
    Find or create the HubSpot contact
    Use Create or Update Contact with the invitee's email as the match key.
  3. 3
    Create a HubSpot deal
    Use Create Deal with the contact, a default amount, and your demo-booked pipeline stage.
FAQ

Common questions about this recipe

Can I assign the deal to a specific owner?
Yes. Map the Calendly event organizer's email to a HubSpot owner via a small lookup table.
What if the booking gets cancelled?
Add a parallel workflow for Calendly → Invitee Canceled that updates the deal stage to lost-no-show.