{"id":6295,"date":"2026-03-14T22:34:47","date_gmt":"2026-03-14T22:34:47","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=6295"},"modified":"2026-03-14T22:34:48","modified_gmt":"2026-03-14T22:34:48","slug":"hubspot-workflows-after-scheduling","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/hubspot-workflows-after-scheduling\/","title":{"rendered":"Launch HubSpot Workflows after Meeting Scheduling"},"content":{"rendered":"\n<p>If you are using GReminders&#8217; booking links for your clients and prospects in conjunction with your <a href=\"http:\/\/www.hubspot.com\">HubSpot<\/a> account, we have good news for you: GReminders now has the ability to launch your contact-based workflow templates in HubSpot based on your event types.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Understanding HubSpot Workflows<\/h2>\n\n\n\n<p>The workflows tool in HubSpot enhances your marketing efforts and promotes team organization through task simplification and process automation. With HubSpot workflows, you can assign teams, contact owners or specific users to carry out steps, trigger marketing emails and even initiate deals. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">HubSpot Workflows in GReminders<\/h2>\n\n\n\n<p>You now have the ability to launch contact-based workflows in Hubspot when an event is booked onto your Microsoft 365 or Google Calendar using GReminders scheduling. This automated process is made easy by selecting one or more available workflow templates when setting up your &#8220;Event Type&#8221; in GReminders. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"225\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-5.03.38\u202fPM-1024x225.png\" alt=\"\" class=\"wp-image-6296\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-5.03.38\u202fPM-1024x225.png 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-5.03.38\u202fPM-300x66.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-5.03.38\u202fPM-768x169.png 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-5.03.38\u202fPM-1536x337.png 1536w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-5.03.38\u202fPM.png 1914w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Setting Up a Workflow Trigger with GReminders Event Types<\/h2>\n\n\n\n<p>If you have your HubSpot CRM integrated on an organizational level, you&#8217;ll have access to this powerful tool.<\/p>\n\n\n\n<p>In GReminders, click &#8220;Event Types&#8221; on the left-hand toolbar under &#8216;My Scheduling&#8217;. You can create a new event or edit an existing one. At the bottom of the Event Type after the &#8220;Thank you Page&#8221; setting, an option for &#8220;Automations&#8221; will appear, where you can control the Workflows. <\/p>\n\n\n\n<p>From here, a drop-down selection will read all existing contact-based workflow templates set up in HubSpot, allowing you to select one or more workflows to launch when the event type is scheduled on your calendar. This feature is available in Teams and Event Type Templates as well.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Finding the &quot;Workflow&quot; Tool in GReminders\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/YTXz0KFzv9w?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Remember, with HubSpot integrated on an organizational level, when a client schedules through GReminders, we&#8217;ll create a new contact or match against existing contacts &#8211; so if you have teams set up, your workflow steps will be assigned to the proper user or team.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Setting Up Workflows in HubSpot<\/h2>\n\n\n\n<p>HubSpot&#8217;s workflow feature is available in the Professional and Enterprise tiers of HubSpot&#8217;s Marketing Hub. To begin setting up a workflow, you&#8217;ll click on the Automation tab at the top and select Workflows:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"282\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.35.58\u202fPM-1024x282.png\" alt=\"\" class=\"wp-image-6297\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.35.58\u202fPM-1024x282.png 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.35.58\u202fPM-300x83.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.35.58\u202fPM-768x211.png 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.35.58\u202fPM.png 1460w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Any existing workflows will be listed on this page:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"267\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.40.09\u202fPM-1024x267.png\" alt=\"\" class=\"wp-image-6298\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.40.09\u202fPM-1024x267.png 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.40.09\u202fPM-300x78.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.40.09\u202fPM-768x200.png 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.40.09\u202fPM-1536x400.png 1536w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.40.09\u202fPM-2048x534.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>On the top right, a button labeled &#8220;Create Workflow&#8221; will take you to your &#8220;Workflow Template&#8221; homepage:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"648\" height=\"348\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.37.24\u202fPM.png\" alt=\"\" class=\"wp-image-6299\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.37.24\u202fPM.png 648w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.37.24\u202fPM-300x161.png 300w\" sizes=\"(max-width: 648px) 100vw, 648px\" \/><\/figure>\n\n\n\n<p>You can select from a library of Hubspot Workflow templates to start, or you can create your workflow from scratch. Make your selection and you will be given options for creating your workflow.  Workflows built and published here can be accessed by all users in your database to use against contacts and processes in your business and CRM. <\/p>\n\n\n\n<p>If you start from a HubSpot workflow template, you&#8217;re given a host of the most commonly-used choices to get you started with creating your workflow:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"678\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.48.11\u202fPM-1024x678.png\" alt=\"\" class=\"wp-image-6300\" style=\"width:840px;height:556px\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.48.11\u202fPM-1024x678.png 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.48.11\u202fPM-300x199.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.48.11\u202fPM-768x508.png 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.48.11\u202fPM-1536x1017.png 1536w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.48.11\u202fPM-2048x1356.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>If you opt to start from scratch, you&#8217;ll begin by determining your Object Type and how you want the workflow to begin. *Remember: GReminders only syncs with contact-based workflows:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"523\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.49.56\u202fPM-1024x523.png\" alt=\"\" class=\"wp-image-6301\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.49.56\u202fPM-1024x523.png 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.49.56\u202fPM-300x153.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.49.56\u202fPM-768x392.png 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.49.56\u202fPM-1536x785.png 1536w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.49.56\u202fPM-2048x1046.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>HubSpot&#8217;s customizability allows you to create your own contact and workflow properties in addition to the ones they provide out-of-the box. Properties are used to collect and store information about your records in HubSpot, i.e., a contact might have properties like First Name or Lead Status:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"506\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.55.30\u202fPM-1024x506.png\" alt=\"\" class=\"wp-image-6302\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.55.30\u202fPM-1024x506.png 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.55.30\u202fPM-300x148.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.55.30\u202fPM-768x380.png 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.55.30\u202fPM-1536x759.png 1536w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-6.55.30\u202fPM-2048x1012.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Once you make your Object Type choice and determine how you want to start the workflow, you&#8217;ll create your Actions by setting up Triggers, adding filters, configuring your steps and determining Logic. You can use workflows to trigger other workflows, create deals, send emails to contacts, assign tasks to team members, notify contact owners, etc.:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"471\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-7.04.43\u202fPM-1024x471.png\" alt=\"\" class=\"wp-image-6306\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-7.04.43\u202fPM-1024x471.png 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-7.04.43\u202fPM-300x138.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-7.04.43\u202fPM-768x353.png 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-7.04.43\u202fPM-1536x707.png 1536w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-7.04.43\u202fPM-2048x943.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"668\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-7.04.55\u202fPM-1024x668.png\" alt=\"\" class=\"wp-image-6307\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-7.04.55\u202fPM-1024x668.png 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-7.04.55\u202fPM-300x196.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-7.04.55\u202fPM-768x501.png 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-7.04.55\u202fPM-1536x1002.png 1536w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-7.04.55\u202fPM-2048x1336.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"636\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-7.03.30\u202fPM-1024x636.png\" alt=\"\" class=\"wp-image-6305\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-7.03.30\u202fPM-1024x636.png 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-7.03.30\u202fPM-300x186.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-7.03.30\u202fPM-768x477.png 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-7.03.30\u202fPM-1536x953.png 1536w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/Screenshot-2023-12-27-at-7.03.30\u202fPM-2048x1271.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Once you have your workflows set up in HubSpot, they will be available for use within your Event Types. Please note that if you create additional workflows, you will need to allow up to 15 minutes to refresh the Workflow list within GReminders. <\/p>\n\n\n\n<p>GReminders simplifies your meeting processes by seamlessly handling tasks such as adding new contacts to your HubSpot database, documenting notes for all scheduled meetings and reminders, and initiating workflows based on specific criteria. We operate entirely behind the scenes, consolidating your tasks into a single platform. With the automated launch of your HubSpot Workflows, GReminders ensures a streamlined and comprehensive integration from beginning to end.<\/p>\n\n\n\n<p>Any questions?  Email to support@greminders.com<\/p>\n\n\n\n<p>Happy Scheduling<\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you are using GReminders&#8217; booking links for your clients and prospects in conjunction with your HubSpot account, we have good news for you: GReminders now has the ability to launch your contact-based workflow templates in HubSpot based on your event types. Understanding HubSpot Workflows The workflows tool in HubSpot enhances your marketing efforts and [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":6320,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[],"class_list":["post-6295","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-hubspot"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Launch HubSpot Workflows after Meeting Scheduling - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/hubspot-workflows-after-scheduling\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Launch HubSpot Workflows after Meeting Scheduling - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"If you are using GReminders&#8217; booking links for your clients and prospects in conjunction with your HubSpot account, we have good news for you: GReminders now has the ability to launch your contact-based workflow templates in HubSpot based on your event types. Understanding HubSpot Workflows The workflows tool in HubSpot enhances your marketing efforts and [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greminders.com\/articles\/hubspot-workflows-after-scheduling\/\" \/>\n<meta property=\"og:site_name\" content=\"End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/greminders\/\" \/>\n<meta property=\"article:published_time\" content=\"2026-03-14T22:34:47+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-14T22:34:48+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2023\/12\/hubspot-workflows-banner.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2042\" \/>\n\t<meta property=\"og:image:height\" content=\"962\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Serena Fill\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Serena Fill\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greminders.com\/articles\/hubspot-workflows-after-scheduling\/\",\"url\":\"https:\/\/www.greminders.com\/articles\/hubspot-workflows-after-scheduling\/\",\"name\":\"Launch HubSpot Workflows after Meeting Scheduling - 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