Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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Create HubSpot Contact When New Booking is Made

Automatically creates a new contact in HubSpot when a new booking is made through Bookeo, ensuring no leads are lost and contact information is captured.
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Sync Bookeo Appointment to HubSpot Calendar

Syncs the appointment date and time from Bookeo to HubSpot's calendar, allowing you to manage and track all scheduled appointments in one place.
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Send Appointment Confirmation Email

Triggers an automated confirmation email from HubSpot when a booking is made, ensuring the client receives immediate confirmation of their appointment.
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Update Contact Property After Appointment

Automatically updates the HubSpot contact property after an appointment is completed, such as changing the lead status to "Appointment Completed."
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Create Follow-Up Task in HubSpot

Creates a follow-up task in HubSpot for the sales or customer service team after an appointment is completed, ensuring timely post-appointment engagement.
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Trigger Workflow for Appointment Reminder

Sends a pre-scheduled appointment reminder email to clients via HubSpot to reduce no-shows and ensure clients remember their scheduled time.
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Sync Appointment Details with Deal in HubSpot

Syncs all relevant appointment details, such as booking time and client information, with the related deal in HubSpot, keeping the sales team informed.
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Notify Team About Appointment Changes

Notifies the relevant team members in HubSpot if an appointment is rescheduled or canceled, ensuring everyone is updated on changes.
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Log Bookeo Appointments in HubSpot Timeline

Logs all appointment details (including the time, date, and client information) into the HubSpot contactÂ’s timeline for easy reference and tracking.

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Proposify

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Simplify your proposal management process with Proposify integrated with HubSpot. Explore how our integration solution can streamline your sales pipeline.

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Chargebee

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Streamline your subscription management process with Chargebee integrated seamlessly with HubSpot. Discover how our integration solution can boost your revenue.

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Smartsheet

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Streamline project management processes by integrating Smartsheet with HubSpot, empowering you to collaborate effectively, track progress, and deliver projects on time and within budget.

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CloudFiles

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Simplify file management and improve collaboration by integrating CloudFiles with HubSpot, enabling seamless access to documents and assets within your marketing workflows.

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Manage multilingual content seamlessly with Lokalise's integration with HubSpot. Learn how to localize and translate your HubSpot content for global audiences with Lokalise's powerful localization tools.

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Sprout Social

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Enhance social media management and engagement by integrating Sprout Social with HubSpot, enabling you to schedule posts, monitor conversations, and measure performance from one platform.

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Streamline contract management processes and close deals faster by integrating Oneflow with HubSpot, enabling you to create, send, and e-sign contracts directly from your CRM platform.

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Streamline feedback management and enhance customer engagement by integrating SurveySparrow with HubSpot, enabling you to create dynamic surveys and capture valuable insights seamlessly.

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Enhance sales pipeline management by integrating Overloop with HubSpot, improving lead tracking and conversion rates.

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Streamline project management processes and improve collaboration by integrating PSOhub with HubSpot, enabling you to track projects, time, and expenses seamlessly.

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Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

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Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

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Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

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GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

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Bookeo + HubSpot

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Streamlined Appointment Scheduling

Bookeo integration allows clients to schedule appointments directly from HubSpot, providing a seamless booking experience and reducing scheduling conflicts.

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Automated Follow-Ups

Automatically sends confirmation emails, reminders, and follow-ups after an appointment is booked, helping reduce no-shows and improve customer engagement.

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Sync Bookings with HubSpot CRM

Sync all booking details, including client information and appointment times, with HubSpot, ensuring your CRM remains up-to-date and easily accessible.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

What is the HubSpot Bookeo integration?

The Bookeo integration connects your HubSpot CRM with Bookeo, allowing customers to book appointments directly, automating follow-ups, and syncing booking information with HubSpot.

How does Bookeo simplify appointment scheduling?

Bookeo enables customers to schedule appointments directly from HubSpot, eliminating the need for back-and-forth communication and reducing scheduling errors.

Can I automate reminders for my clients?

Yes, Bookeo allows you to set up automated reminder emails through HubSpot, ensuring your clients are reminded about their upcoming appointments.

How do I track appointments in HubSpot?

All appointments made through Bookeo are automatically synced with HubSpot, and you can track them directly in the HubSpot calendar, timeline, and contact records.

Can I sync client information with HubSpot?

Yes, Bookeo integrates with HubSpot to sync client information, appointment details, and booking statuses directly into the CRM, keeping your data up-to-date.

How does Bookeo help reduce no-shows?

Bookeo automatically sends appointment reminders and follow-up emails through HubSpot, helping reduce no-shows and ensuring a higher attendance rate.

Can I create tasks for my team based on appointments?

Yes, you can set up automated tasks in HubSpot after an appointment is completed, ensuring that your team follows up in a timely manner.

How does Bookeo integrate with my sales workflow?

Bookeo syncs all appointment data with HubSpot, allowing you to track appointments within your sales workflow, log client interactions, and manage follow-up actions easily.

Can I use Bookeo for recurring appointments?

Yes, Bookeo supports recurring appointments, which can be synced with HubSpot to ensure consistency in your scheduling and follow-ups.

Can I track my clientÂ’s booking history in HubSpot?

Yes, with BookeoÂ’s integration, all booking history is logged in the HubSpot timeline, allowing you to track every interaction and appointment with clients.
The Bookeo integration connects your HubSpot CRM with Bookeo, allowing customers to book appointments directly, automating follow-ups, and syncing booking information with HubSpot.
Bookeo enables customers to schedule appointments directly from HubSpot, eliminating the need for back-and-forth communication and reducing scheduling errors.
Yes, Bookeo allows you to set up automated reminder emails through HubSpot, ensuring your clients are reminded about their upcoming appointments.
All appointments made through Bookeo are automatically synced with HubSpot, and you can track them directly in the HubSpot calendar, timeline, and contact records.
Yes, Bookeo integrates with HubSpot to sync client information, appointment details, and booking statuses directly into the CRM, keeping your data up-to-date.
Bookeo automatically sends appointment reminders and follow-up emails through HubSpot, helping reduce no-shows and ensuring a higher attendance rate.
Yes, you can set up automated tasks in HubSpot after an appointment is completed, ensuring that your team follows up in a timely manner.
Bookeo syncs all appointment data with HubSpot, allowing you to track appointments within your sales workflow, log client interactions, and manage follow-up actions easily.
Yes, Bookeo supports recurring appointments, which can be synced with HubSpot to ensure consistency in your scheduling and follow-ups.
Yes, with BookeoÂ’s integration, all booking history is logged in the HubSpot timeline, allowing you to track every interaction and appointment with clients.

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