The Google Calendar two-way integration with the HubSpot CRM allows you to simultaneously log a meeting in your CRM, create a Google Calendar event for that meeting, and send the guests of that meeting an invite. Additionally, if you create an event in Google Calendar and include a guest that is a contact in your CRM, the event will appear on their timeline.
To set up the Integration in your HubSpot Sales account navigate to Account Menu > Integrations.
Under the All integrations tab, locate the Google Calendar Integration section, hover over this section and click View integration, then select Connect with Google Calendar.
This will kick off the process of allowing HubSpot access to your Google Calendar which you'll want to make sure to Allow with your correct account.
Scheduling an event within the CRM
After you’ve authenticated, go to the Schedule tab on any contact in the CRM. When that scheduled event is created, a corresponding Google Calendar event will also be created.
After clicking Schedule, the event will appear on your calendar. Invite emails will also be sent to your guests through Google Calendar.
Scheduling an event in Gmail
If you create an event in Google Calendar and include a guest that is a contact in your CRM, the event will appear on their timeline. The same is true if a contact in your CRM invites you to an event; this event will appear on the contact's timeline.
Please Note: We will automatically prevent these events from being added for members of your organization, based on email domain (@hubspot.com). Keep in mind that if there are members of your organization with a different email domain, they will not be excluded and an event will still be created.
If you edit or delete the event in Google Calendar, the updates will also appear in the CRM automatically!