This is the first time I am posting and I am having issues. When I am making a task for a client it is not getting synced with my calendar. My calendar is Outlook and the settings say it is connected. What am I missing?
When a meeting is created from your connected calendar, the meeting will only log on the timeline of contacts that already exist in your HubSpot account. HubSpot will not automatically create contact records if the guests do not already exist in your HubSpot account.
For the meeting to appear in your contact's timeline, the guest must be using the same email address in their contact record's Email property.
HubSpot automatically prevents any events from being added for members of your organization based on email domain (your portal’s target and connected domains), and existing users. Events will also not be created from any @hubspot.com email addresses.
Any events created prior to the integration will not be synced to HubSpot, even if guests in such events exist as a contact in your HubSpot account and have the same email address in the Email property. Only events created in Google and Office 365 while the integration is active will be synced to the contact's timeline.
For recurring meetings, HubSpot will only sync the first event in the series. If another event in the series changes, or attendee response changes, the updated event will sync to HubSpot. For example, if someone cancels one particular week for a regular weekly meeting, it will trigger that week's event to sync to HubSpot.
All day events will not be synced to HubSpot.
HubSpot's calendar sync does not sync private calendar events to your HubSpot account. If a public event is later changed to private, the engagement will remain in your HubSpot account, but changes to the event will no longer sync.
Once a meeting has been created, adding attendees to the meeting engagement in HubSpot won't add them to the calendar event. To avoid this issue, you can make a small change to the meeting's description at the same time you're adding attendees, then click Save and send update.
If one of the above is not met, the meeting would not sync.
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
When a meeting is created from your connected calendar, the meeting will only log on the timeline of contacts that already exist in your HubSpot account. HubSpot will not automatically create contact records if the guests do not already exist in your HubSpot account.
For the meeting to appear in your contact's timeline, the guest must be using the same email address in their contact record's Email property.
HubSpot automatically prevents any events from being added for members of your organization based on email domain (your portal’s target and connected domains), and existing users. Events will also not be created from any @hubspot.com email addresses.
Any events created prior to the integration will not be synced to HubSpot, even if guests in such events exist as a contact in your HubSpot account and have the same email address in the Email property. Only events created in Google and Office 365 while the integration is active will be synced to the contact's timeline.
For recurring meetings, HubSpot will only sync the first event in the series. If another event in the series changes, or attendee response changes, the updated event will sync to HubSpot. For example, if someone cancels one particular week for a regular weekly meeting, it will trigger that week's event to sync to HubSpot.
All day events will not be synced to HubSpot.
HubSpot's calendar sync does not sync private calendar events to your HubSpot account. If a public event is later changed to private, the engagement will remain in your HubSpot account, but changes to the event will no longer sync.
Once a meeting has been created, adding attendees to the meeting engagement in HubSpot won't add them to the calendar event. To avoid this issue, you can make a small change to the meeting's description at the same time you're adding attendees, then click Save and send update.
If one of the above is not met, the meeting would not sync.
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer