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TK32_EEC
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How do meetings organised out of hubspot be automatically entered into hubspot

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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
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Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

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

 

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

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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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ArisudanTiwari
Solução
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.

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

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.

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Meherp1
Membro

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

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