Hubspot does not make it easy to remove contacts and deals from automations.
Use this zapier guide to remove contacts from your hubspot workflows when they book a call on your calendar
Step 1. Create a new contact property in Hubspot
1. Click the Settings Icon
2. Click Properties on the left
3. Click Create New
Object Type:
Contact
Group:
Contact Information
Label:
Your choice. I like stop automation to stop every automation. Or stop {Specific Automation Name} for specific automations and more control
Field type:
Single checkbox
Single checkbox is a good choice so we can have a simple yes/no option
Property Visibility:
Unchecked
Unless you intend to use this for internal forms
Step 2. Add your new property to your workflow if/then
This Filtered already used stages to remove contacts from the workflow. Now it will also check if our new property is Yes or No and only continue if it is not Yes.
Step 3. Integrate Your Calendar With Zapier
Add your Trigger:
In our case we are using Zcal but this also works with Google Calendar and Calendly
Event:
Event Created
Follow the prompts to connect your Zapier to you zcal or other calendar.
For zcal users: Navigate to https://zcal.co/account/integrations to grab your API key
Once connected you will see a prompt to “Test trigger”
Go an test it and make sure the connection is working
Step 4. Integrate Hubspot with Zapier
Event:
Find Contact
First we have to use the find contact option to find the contact ID. From there we can add another action to update the new contact property
+ Connect a new account:
Use the pop-up login screen to select your Hubspot account.
1. First search property value
2. Invitees Email. This is the email that was pulled through in your earlier test
1. Leave the rest of the fields as they are.
2. Hit Continue to test the action
1. If the contact is in your CRM, and the zap was set up correctly. This will come back as “true”
1. Object ID
2. We want to use the ID that was returned from our previous Find Contact in Hubspot Test
1. Find your new field from step 1.
Bonus Tip: Use CTR + F to find it quicker
2. Select Yes
1. Run a test and make sure it is working correctly
Bonus Tips:
1. Use a zapier filter to only continue if certain calendar events are booked
2. “Reset” the property field at the start of every automation.
