Find the corresponding app in HubSpot
Log in to HubSpot and click on the Marketplace icon at the top right of the screen. Then click on the App Marketplace in the dropdown menu.
Thanks to this tutorial, you’ll discover how to link your Google Calendar to your HubSpot contacts and send SMS messages for appointment reminders for events created directly in the CRM.
Note: This tutorial is also adapted for the use of Outlook calendars. The steps of this tutorial are the same as for Google Calendar.
Requirements:
The integration with Google Calendar and your HubSpot account will allow you to automatically send reminder SMS messages about appointments to your contacts.
Log in to HubSpot and click on the Marketplace icon at the top right of the screen. Then click on the App Marketplace in the dropdown menu.
Search Google Calendar in the search bar and then choose the appropriate file from the results that appear on the screen.
After you’ve visited the Google Calendar app page, click on the Install app button on the top right of the screen to start the process.
Read all the information on connecting HubSpot and Google Calendar accounts and then confirm by clicking Connect the App.
A window should appear confirming that your Google Calendar and HubSpot accounts have been linked.
Go back to HubSpot and click on the Contacts at the top left of the screen.
After you’ve selected a HubSpot contact, click on the Schedule a meeting icon to bring up the appointment creation window.
Fill in all the details of the appointment for them to appear in Google Calendar and be used to send an appointment reminder by SMS.
1) Insert the mobile number (ex: 0721549693) that will receive the appointment reminder SMS in the event description.
2) Choose the time of the appointment in Start time and save the appointment.
Remember: If you haven’t chosen to insert a mobile number in the “Title” of the appointment, you can indicate the name of the contact to appear in Google Calendar. This is optional but it will allow you to more easily navigate your Google Calendar without affecting the settings of the appointment reminder.
The event that you’ve created on HubSpot is automatically turned into a Google Calendar appointment and will appear at the time and date previously indicated.
Once you’ve set it up, your SMS appointment reminder corresponding to the HubSpot event you created will be received by the contact. It will be sent directly to the mobile number you indicated according to the settings you confirmed in SMSFactor.
