By Noel Maniraguha on October, 2024
This automation sends a Slack notification when a calendar event isn't accepted and creates a HubSpot task reminding you to call or email the lead.
This automation has 2 components.
1. Sending a Slack notification when a Calendar event is NOT "accepted"
2. Creating a Hubspot task that informs you to call/email the lead
If you don't use Google Calendar, switch the first module out with your Calendar app.
1. Sending a Slack notification when a Calendar event is NOT "accepted"
2. Creating a Hubspot task that informs you to call/email the lead
If you don't use Google Calendar, switch the first module out with your Calendar app.
Create tasks for calendar events
Insert the blueprint in Make (new scenario)
Manual Changes
Google Calendar
This automation by default, checks for events within 1 day of running.
Feel free to change the start and end date to whatever sequence you see fit. I recommend 1-5 days for the end-date
Slack
Change the channel location to your desired notification channel
And modify the message to include whichever variables that you want
HubSpot
This creates a HubSpot task with the custom variables that you want
You should add your desired due dates, status, and whichever custom fields you want
Set a schedule
I recommend choosing a "daily" occurrence for this automation
