Sales Integrations

TK32_EEC
メンバー

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

解決

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?

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

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

解決

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.

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ArisudanTiwari
解決策
参加者

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

解決

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.

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3件の返信
ArisudanTiwari
解決策
参加者

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

解決

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 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

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

解決

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 いいね!
Meherp1
メンバー

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

解決

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

tried disconnecting and reconnect the calendar

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