How to use the integration in the HubSpot CRM

Last updated: February 5, 2018

Available For:

Marketing: Free, Starter, Basic, Pro, Enterprise
Sales: Free, Starter, Professional
Service: N/A

The HubSpot CRM offers an integration with that enables sales teams to quickly create and launch calls, video conferences, and screenshares from within contact, company, and deal timelines in HubSpot.

Follow the instructions below to set up the integration and start your first meeting:

  • Navigate to a contact, company, or deal record.
  • Click on the name of a contact, company, or deal to navigate into the specific record.
  • Schedule a new meeting on the contact record or navigate to a previously scheduled meeting on the timeline.
  • Click on the Actions dropdown menu in the top right corner of the scheduled meeting on the timeline.
  • Hover over the grayed out button to Create and click the Log in button in the prompt.
  • In the dialog box, enter your credentials for if you aren't already logged in on your browser.
  • Once you've logged in here, click Accept.
  • Now you'll be able to click Create from any meeting on the timeline. 

Please note: if you have a question or find an issue within the HubSpot interface, please use the Help button in your account for further assistance. If you're having trouble with your account, please reach out directly to's support team.

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