Adding Meetings Mannually

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi,

I have connected my calendar with Hubspot, but I have some meetings that were already scheduled (prior to the calendar connection) that won’t sync in my diary and that need to be to be added to deals with the correct dates. The contacts are associated to the deasl, but the sync doesn’t appear to work historically.

How can I add them mannually to Hubspot please? I have tried the log a meeting function, but as the date of the se meetings are in the future it won’t allow me to save.

Any ideas very welcome.

Thanks

2

Hi @CPosselt,

Logging meetings in the future should work – have you maybe forgotten to add a meeting description? This is required before you can log the meeting.

If that’s not it, can you please share a screenshot of what you’re seeing?

Best regards

3

Hi Karsten, I hadn’t added a description, so now working.

Many thanks

4

Hey @CPosselt

This functionality is currently not available you need to manually add them to HubSpot navigate to the contact’s record Enter the meeting details, such as date, time, description, etc., and save the event. This will create a new meeting in HubSpot for your contact and associate that contact with the deal.

Let me know if you have any follow-up questions.
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5

Thank you Jigar, very helpful!

6

You’re welcome @CPosselt

Let me know if you have any follow-up questions.
If my post was helpful in addressing your query, Support the community by indicating it as the solution.