01
Contacts created for you
New booking customers are added to HubSpot, and existing contacts are updated by email, so your CRM stays complete without imports.
Every booking on the HubSpot contact record
DatePick creates or updates the contact in HubSpot and adds every booking to their activity timeline: booked, rescheduled, attended or canceled. Your team sees the full story before the next call.
HubSpot sync
Contact created: Omar Haddad
Timeline: Booking placed
Timeline: Booking rescheduled
Timeline: Checked in
Workflow: Create deal
- Category
- CRM
- Syncs
- Contacts and booking activity
- Setup
- Sign in with HubSpot
- HubSpot plans
- Free CRM and up
What you get
What DatePick and HubSpot do together
02
Bookings on the timeline
Each booking, reschedule, check-in and cancellation appears on the contact's activity timeline with the service, time and teammate.
03
Workflows from booking activity
Use booking activity in HubSpot workflows, lists and reports. Create a deal for a high-value rental, or alert the account owner when a key client books.
04
Properties for segmentation
Last service, next booking date and total bookings are saved as contact properties, ready for lists, reports and personalised emails.
Set up
Connect HubSpot in 3 steps
- 1
Connect HubSpot
Open Settings › Integrations › HubSpot and sign in to approve access.
- 2
Choose what to sync
Pick which booking events appear on the timeline and which properties to fill.
- 3
Use it in workflows
Build HubSpot workflows and lists on top of booking activity.
Made for
How shops that sell time use it
Consultants and agencies
See every discovery call and strategy session on the contact before you pitch, including the questions they answered when booking.
B2B workshop sellers
Create a deal automatically when a company books a team workshop, and assign it to the right account manager.
Premium rental businesses
Build a list of customers who booked more than three times this year and invite them to a loyalty programme.
Under the hood
The details
Exactly what moves between DatePick and HubSpot, which way it goes and when. Included on every plan, Free too.
- Contacts
- Created or updated by email, with name and phone
- Timeline
- Booking placed, rescheduled, checked in, completed, canceled
- Properties
- Last service, next booking date, total bookings
- Use in HubSpot
- Workflows, lists, lead scoring and reports
- Authentication
- Sign in with HubSpot (OAuth)
FAQ
HubSpot questions
Will bookings show on the HubSpot contact timeline?
Yes. Each booking, reschedule, check-in and cancellation is added to the contact's activity timeline.
Can I start a HubSpot workflow from a booking?
Yes. Booking activity and booking properties can be used to enroll contacts in workflows, for example to create a deal or notify an owner.
Does it work with HubSpot's free CRM?
Yes. Contacts, timeline activity and properties work on the free CRM. Workflows need a HubSpot plan that includes them.
+Connect HubSpot today
Install DatePick for free. The HubSpot integration is included.