A quick tour of meetings

Last updated: January 24, 2018

Available For:

Marketing: N/A
Sales: Free, Starter, Professional

The meetings tool makes connecting with your prospects fast and easy. Meetings integrates with your Google or Outlook 365 calendar to give you a personalized page where your prospects and customers can see your availability and book a meeting.

What are the features of the meetings tool?

The features of the meetings tool are listed below. Please note that some of these features apply to Sales Starter and Professional users only. 

 

Set your availability

Meetings gives you full control over who can book you, when, and for how long. You can configure your availability in your meetings settings

Integrate with Google Calendar & Office 365

Meetings integrates with Google Calendar and your Office 365 calendar. New meetings are automatically added as appointments to the calendar, and you’ll receive an email heads up. 

Share your personalized meeting link

Share your meeting link with anyone who you want to book a meeting with and let them choose from your available times. Share your link individually, put it in your email signature to let anyone book you, or embed your link into your email using HubSpot Sales.

HubSpot Sales Starter and Professional users can also personalize the name of their meetings link and create as many links as they'd like (if you're using HubSpot's free sales tools, you are limited to one meetings link). 

Book meetings from the contact record

In addition to sharing meetings links with your customers, you can book a meeting with a contact in your HubSpot account. Please note that at this time this feature is only compatible with the Google Calendar integration. Learn more here.

Generate new contacts

When a meeting is booked by someone who isn't already in your contacts database, meetings will create a new contact for them via the meetings form. Sales Starter and Professional users can customize the questions on their meetings form.

Embed your meeting on your website (Sales Starter and Professional only)

Each meeting you create will provide an embed code for you to place on your website. Embedded meetings help sales reps connect with prospects in a faster, more efficient way by providing them with prime prospecting real estate right on your company’s website. You can learn how to embed a meeting in this article.

Create team meetings (Sales Starter and Professional only)

Create a group availability meeting to include multiple members of your organization or a round robin availability meeting to allow your prospects to meet with the first member of your team that's available during the time that works best for them.

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