Last updated: May 3, 2022
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The Google Calendar and Outlook Calendar sync with HubSpot allows you to simultaneously log a meeting in your CRM, create a calendar event for that meeting, and send invites to meeting guests. Additionally, if you create a meeting event in Google Calendar or in Outlook Calendar with a HubSpot contact, the event will appear on their contact record timeline.
To use your calendar with the HubSpot meetings tool, refer to this article instead.
Please note: calendar sync will only sync with a user's primary calendar. If a user has multiple calendars in Outlook or Google, HubSpot will only sync with the primary or default calendar.
Please note: it is only possible to integrate HubSpot with your default Google calendar.
You'll be redirected back to HubSpot with a dialog box indicating that Google Calendar for HubSpot was installed.
After entering your login credentials, you'll be redirected to HubSpot with a dialog box indicating that Outlook Calendar was installed.
Once the integration is installed, other users in the account can navigate to Settings > General. Click the Calendar tab and click Connect your calendar.
Please note: you can connect either the Google Calendar sync or the Outlook Calendar sync to HubSpot. Both integrations cannot be installed at the same time.
After you’ve connected your Google Calendar or Outlook Calendar, navigate to contacts, companies, deals, or tickets. In the left panel, click the Meet icon date to create a meeting event. In the pop-up box , enter you meeting details. When your meeting is created, a corresponding event will be added to your Google Calendar or Outlook Calendar and the contact will receive a meeting invitation. Learn more about scheduling a meeting on a contact, company, deal, or ticket record.
Please note: deleting a meeting in HubSpot will not remove the event from Google Calendar or Outlook Calendar.
If you create a meeting in Google Calendar or Outlook Calendar and include a guest that is a contact in your HubSpot account, the meeting will appear on their timeline. The same is true if a contact in HubSpot invites you to a meeting; the meeting will appear on the contact's timeline.
If you edit or delete the event in your calendar, the updates will also appear in the meeting on the contact timeline automatically.
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