Prepare for and manage meetings on the HubSpot mobile app

Review and edit information about scheduled meetings on the HubSpot mobile app with the dedicated meeting details page. From a meeting's details page, you can review your meeting agenda, attendees, and internal notes. You can also use Breeze, HubSpot's AI, to prepare for your upcoming meetings.

Before you get started

In order to review meeting information on the HubSpot mobile app, the meeting must meet either of the following conditions:

• The meeting was created in HubSpot.
• The meeting was synced from Google Calendar, Outlook, or O365.

Learn how to connect your calendar to HubSpot, and how to create scheduling pages so that contacts can book meetings with you.

View meeting details

1. Open the HubSpot app on your iOS or Android device.
2. In the HubSpot app, you can access a meeting's detail page through any of the following methods:
   • On the Home tab, tap a meeting name in the Upcoming schedule widget.
   • On the Meetings tab, tap a meeting card.
   • On a CRM Record, tap a meeting activity.

On the meeting's details page, you can review key information, including:

• Meeting title
• Meeting type
• Date
• Start and end time
• Description
• Agenda
• Attendees
• Location
• Conference links
• Associated CRM records

To add an attendee as a contact record in the CRM:

1. In the Attendees list, tap the attendee name/email address.
2. Tap Create new Contact.
3. Fill out any additional contact properties.
4. In the upper right, tap Save.

Edit meeting details

To edit certain meeting details:

1. On the meeting's details page, tap the verticalMenu three vertical dots icon on the upper right. Then, tap Edit.
2. Make edits to the desired fields (e.g., the meeting description, start and end time, internal notes, etc.).
3. After you've finished editing the meeting details, in the upper right, tap Save.
4. In the pop-up, tap Continue and send, to save your changes and send an email update to all attendees. (Internal note updates will only be visible to internal attendees.)

Prepare for meetings with Breeze

You can quickly prepare for upcoming meetings with Breeze, HubSpot's AI.

Please note: in order to prepare for upcoming meetings with Breeze, the meeting must have at least one attendee with a HubSpot contact record.

1. On a meeting's details page, tap breezeSingleStar Prepare.
2. In the chat window, Breeze will provide a brief overview of relevant context and recommendations to prepare for the meeting.
3. Use the text field at the bottom to ask follow-up questions.
4. Tap the X in the upper left corner of the chat to return to the meeting's details page.