Integrations

How can I schedule a meeting with a contact from the contact's record?

Last updated: December 16, 2016

Available For:

Marketing: N/A
Sales: Free, Professional

To schedule a meeting with a contact in the CRM:

  • Navigate to Contacts.
  • Click on the name of the contact.
  • In the interaction box above the contact's timeline, go to the Schedule tab.
  • Enter a title and description for the event and set the date and time. 
  • Ensure that you have the Add to Google Calendar box checked.
  • Click Save.

Scheduling_meeting_with_contact

If you have not yet integrated with Google Calendar, click the Integrate with Google Calendar link. On the page that opens, click Connect with Google Calendar, then click Allow to give HubSpot access. 

Once you send your meeting, your contact will receive an invitation with an .ics file which can be added to their calendar. An accepted meeting will automatically be created for you in your Google Calendar.  If you do not have Add to Google Calendar selected, the meeting invitation will not be sent. 

For more on reaching out to your contacts using HubSpot Sales, check out this article