In the meeting assistant, the meeting attendees will appear.In the HubSpot sidebar, click the meetings meetings icon.In the right side panel of your Gmail inbox, click the sprocket sprocket icon.Please note: to use the meeting assistant tool, you must have the Google Calendar integration connected in your HubSpot account. Using the notes feature in the meeting assistant, you can make note of important moments during the call to follow-up on, and have your notes sync to the meeting activity on the record's timeline in your CRM. Without leaving your Gmail inbox, you can take notes, look up a contact record, or start a meeting. You can use the Google Calendar meeting assistant feature while on a call or video conference. Schedule a meeting using the Google Calendar meeting assistant tool If you edit or delete the event in your calendar, the updates will also appear in the meeting on the contact timeline automatically. The same is true if a contact in HubSpot invites you to a meeting the meeting will appear on the contact's timeline. If you create a meeting in Google Calendar or Outlook Calendar and include a guest that is a contact in your HubSpot account, the meeting will appear on their timeline. Schedule a meeting in Google Calendar or Outlook Calendar Please note: deleting a meeting in HubSpot will not remove the event from Google Calendar or Outlook Calendar. Learn more about scheduling a meeting on a contact, company, deal, or ticket record. When your meeting is created, a corresponding event will be added to your Google Calendar or Outlook Calendar and the contact will receive a meeting invitation. In the pop-up box, enter you meeting details.
In the left panel, click the Meet icon date to create a meeting event. Schedule a meeting in HubSpotĪfter you’ve connected your Google Calendar or Outlook Calendar, navigate to contacts, companies, deals, or tickets. Both integrations cannot be installed at the same time. Please note: you can connect either the Google Calendar sync or the Outlook Calendar sync to HubSpot. Click the Calendar tab and click Connect your calendar. Once the integration is installed, other users in the account can navigate to Settings > General. Review the requested permissions and click Accept.Īfter entering your login credentials, you'll be redirected to HubSpot with a dialog box indicating that Outlook Calendar was installed.You'll be redirected to Office 365, where you can log into your account.Search for the Outlook Calendar integration, and select Outlook Calendar in the results.You'll be redirected back to HubSpot with a dialog box indicating that Google Calendar for HubSpot was installed. Please note: it is only possible to integrate HubSpot with your default Google calendar.
The Google Calendar and Outlook Calendar sync with HubSpot allows you to simultaneously log a meeting in your CRM, create a calendar event for that meeting, and send invites to meeting guests.