In your HubSpot account, navigate to Sales > Meetings.
Hover over the meetings link and click Copy link.
Share the link with your contact.
Depending on your HubSpot subscription, you can also embed the meeting widget on your HubSpot pages or your external pages.
If you want to track your meetings link, learn how to add tracking parameters before you share your link. When a contact books a meeting using a meeting link with tracking parameters, the parameter values will populate the contact's Campaign of last booking in meetings tool, Source of last booking in meetings tool, and Medium of last booking in meetings tool properties.
When a contact clicks your meetings link, a scheduling page will open in another browser tab. They can then select a date, time, and length of time if you've set multiple meeting duration options. After selecting a time, they can enter their contact information and answer any custom questions you've added to the meetings link.
Depending on your meeting link settings, the following may occur when a contact books a meeting:
If a contact has booked a meeting in the past and the Pre-populate fields with known values setting is enabled for the meetings link, HubSpot will recognize the cookie in their browser and the device they were using, and pre-populate the form with information from their contact record that they have previously submitted on that device. The form will also be pre-populated if a known contact uses a meetings link hosted on a custom domain or embedded on your website and the contact previously submitted a marketing form on that same domain.
When a meeting is booked, you'll get an email alert with the booking time and the contact's name. You can click to view the contact in the CRM or view the calendar event in your connected default personal calendar. The contact will also receive a calendar invitation with all of the meeting details.
Please note:changes to meeting descriptions on the contact record will only be sent to the contact ifyou are using Google Calendar and have enabled the Google Calendar two-way integration withHubSpot. If you are using an Office 365 calendar or do not have the integration enabled, update the meeting descriptionin the calendar eventto send changes to the contact, not in the contact record.
If you're using the HubSpot mobile app, your upcoming meetings will also appear on the Today tab.
Add a meeting outcome
After the meeting takes place, you can assign a meeting outcome to better track your meeting engagements with your contacts.
Navigate to your records:
Contacts: In your HubSpot account, navigate to Contacts > Contacts.
Companies: In your HubSpot account, navigate to Contacts > Companies.
Deals: In your HubSpot account, navigate to Sales > Deals.
Tickets: In your HubSpot account, navigate to Service > Tickets.
Custom objects: In your HubSpot account, navigate to Contacts > Contacts, then click the dropdown menu in the top left and select the name of the custom object.
Hover over a meeting engagement and click the Actions dropdown menu, then selectEdit.
Click theOutcomedropdown menu and select ameeting outcome.