Hey @LBuscombe,
I assume you’re using the direct integration with Calendly to create the contact records in your account when a meeting is booked, correcT?
Have you tried pushing the booking event into your Hubspot account using an integration tool like Zapier, or Make.com?
To do this you’ll need:
- Any Hubspot plan - No Enterprise Plan or Webhooks required.
- Either - a Zapier Professional plan OR any Make.com plan.
If you’re putting this together without technical skills or access to a technical resource Zapier is a better option as the learning curve is easier.
There are 2 approaches you can take:
- Keep the calendly integration in place then use Zapier to a) update the contact with any additional information the Calendly<>Hubspot integration doesn’t push in, then b) Create a deal for you wherever you want it in you pipeline. -- This is a good option as it the Calendly<>Hubspot integration does a nice job of mapping the questions and answers to the contact record for you, instead of having to do that through Zapier.
- Remove the Calendly Integration, then both a) Create the contact, and b) Create the deal. This is slightly more work to set up, but you have complete control over how all the data is pushed into the system.
Does that all make sense?