Tips, Tricks & Best Practices

RShaw02
Member

Meetings booked outside of Hubspot Meetings do not pull over from Google Calendar

SOLVE

Hi all! 

I have setup all the integration/connections needed for Google and Hubspot to function together (to the best of my knowledge) 

The intention of moving our team into Hubspot was to accurately track ALL meeting interations our team is having with customers - this especially needs to include meeting invites sent by customer, or any situation where a meeting is not booked with the HS Meeting page. 

So far, it looks like despite the Google Calendar connection being setup, Hubspot is unable to log these interactions in the system. Does anyone know if there's a way to fix this or is this just a limitation of Hubspot? 

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1 Accepted solution
KlemenHrovat
Solution
Top Contributor

Meetings booked outside of Hubspot Meetings do not pull over from Google Calendar

SOLVE

You wanted to add meetings manually to your Google calendar and hoped that HubSpot would pick these manually created events and for the invited people create contacts automatically, right? 

From what I know and understand, this won't work, you would first need to have the contact created in HubSpot and then HubSpot would log the meeting into the CRM. 

Why not book calls via HubSpot's scheduling link? How do you get people to agree on a meeting that you then add manually to the Google calendar?

When I arrange a call with someone directly, I would still go ahead and book it via my scheduling link in their name. In that case, I make sure the contact in is HubSpot and they get the reschedule link. 

Klemen Hrovat

Co-founder and CRO

Sellestial

emailAddress
klemen@sellestial.com
website
https://www.sellestial.com/
Let’s chat

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7 Replies 7
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Meetings booked outside of Hubspot Meetings do not pull over from Google Calendar

SOLVE

Hi @RShaw02,

 

Can you confirm you followed the steps here? https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-google-calendar-or-outlook-...

 

Could you also check whether the meetings you're expecting to sync meet these requirements?

 

karstenkoehler_0-1738682557641.png

 

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.

RShaw02
Member

Meetings booked outside of Hubspot Meetings do not pull over from Google Calendar

SOLVE
Yes! Followed all the steps to the letter.

All emails are pulling in as well. The disconnect seems to be really
specific to the non-HS created meetings. Would there be any other settings
that would filter those out or prevent them from being captured in HS?
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KlemenHrovat
Top Contributor

Meetings booked outside of Hubspot Meetings do not pull over from Google Calendar

SOLVE

Do you have contacts for meeting attendees already created in HubSpot? Sometimes, I feel that the meeting is not logged if the contact is no yet created. 

I just checked for one meeting from yesterday, that I scheduled directly on the google calendar, and I have it in my HubSpot. 

Klemen Hrovat

Co-founder and CRO

Sellestial

emailAddress
klemen@sellestial.com
website
https://www.sellestial.com/
Let’s chat
RShaw02
Member

Meetings booked outside of Hubspot Meetings do not pull over from Google Calendar

SOLVE
Ah that is a great clarification.

I think that would be the issue we are running into. In our use case we
were hoping to CAPTURE these contacts from meetings but it seems like this
would be a manual step our team needs to stake for each meeting to connect
each contact is that correct?
0 Upvotes
KlemenHrovat
Solution
Top Contributor

Meetings booked outside of Hubspot Meetings do not pull over from Google Calendar

SOLVE

You wanted to add meetings manually to your Google calendar and hoped that HubSpot would pick these manually created events and for the invited people create contacts automatically, right? 

From what I know and understand, this won't work, you would first need to have the contact created in HubSpot and then HubSpot would log the meeting into the CRM. 

Why not book calls via HubSpot's scheduling link? How do you get people to agree on a meeting that you then add manually to the Google calendar?

When I arrange a call with someone directly, I would still go ahead and book it via my scheduling link in their name. In that case, I make sure the contact in is HubSpot and they get the reschedule link. 

Klemen Hrovat

Co-founder and CRO

Sellestial

emailAddress
klemen@sellestial.com
website
https://www.sellestial.com/
Let’s chat
0 Upvotes
RShaw02
Member

Meetings booked outside of Hubspot Meetings do not pull over from Google Calendar

SOLVE
Super helpful thanks for the clarification.

Ultimately the goal is to drive everything through the Meeting/Booking
pages from HS but in many occasions invitations are sent from outside
partners/customers which can be tedious for manual entry (especially
because they tend to have high number of invitees - think sales training
for 100+ people)
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KlemenHrovat
Top Contributor

Meetings booked outside of Hubspot Meetings do not pull over from Google Calendar

SOLVE

I see. Just found a tool that might save you the headache
https://getpavr.com/

It seems you can easily export all the guests on any google calendar invite to a csv. Once you clean up the list, you can import it to HubSpot and create all the contacts. 
https://www.youtube.com/watch?v=hcL_pfJgzHg

Does this help?

Klemen Hrovat

Co-founder and CRO

Sellestial

emailAddress
klemen@sellestial.com
website
https://www.sellestial.com/
Let’s chat
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