Sales Integrations

TK32_EEC
Miembro

How do meetings organised out of hubspot be automatically entered into hubspot

resolver

How do meetings organised out of HubSpot be automatically entered into Hubspot?

 

If we make meetings with individuals in the CRM outside of Hubspot (e.g. create a teams meeting), is there an automation workflow that tracks the email of whom you invited, matches to the CRM records, and logs that you scheduled a meeting, or is the only way to log the meeting manually/create a meeting through Hubspot?

0 Me gusta
2 Soluciones aceptadas
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

How do meetings organised out of hubspot be automatically entered into hubspot

resolver

Hi @TK32_EEC,

 

This is possible through the calendar sync 🙂 https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-google-calendar-or-outlook-...

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Ver la solución en mensaje original publicado

0 Me gusta
ArisudanTiwari
Solución
Participante

How do meetings organised out of hubspot be automatically entered into hubspot

resolver

Hello @TK32_EEC ,

Have you tried the calendar sync option provided by HubSpot?

If not, then you can refer to the HubSpot knowledge base article on how to sync HubSpot's calendar with Google Calendar or Outlook Calendar: https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-google-calendar-or-outlook-...

This will hopefully solve your problem. Please let me know if you still have any questions.

Ver la solución en mensaje original publicado

0 Me gusta
3 Respuestas 3
ArisudanTiwari
Solución
Participante

How do meetings organised out of hubspot be automatically entered into hubspot

resolver

Hello @TK32_EEC ,

Have you tried the calendar sync option provided by HubSpot?

If not, then you can refer to the HubSpot knowledge base article on how to sync HubSpot's calendar with Google Calendar or Outlook Calendar: https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-google-calendar-or-outlook-...

This will hopefully solve your problem. Please let me know if you still have any questions.

0 Me gusta
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

How do meetings organised out of hubspot be automatically entered into hubspot

resolver

Hi @TK32_EEC,

 

This is possible through the calendar sync 🙂 https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-google-calendar-or-outlook-...

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Me gusta
Meherp1
Miembro

How do meetings organised out of hubspot be automatically entered into hubspot

resolver

same issue, meetings scheduled in google calendar with hubspot contacts 
is not showing in the meetings tab.

tried disconnecting and reconnect the calendar

0 Me gusta