To set up meetings and integrate your calendar, navigate in your HubSpot Sales account to Settings. On the left, select Sales > Meetings.
Next, click Connect your calendar, then click Connect your Google Calendar or Connect your Office 365 calendar. To check if your email provider is compatible with meetings, refer to this article.
Finally, when prompted, click Allow to give the meetings tool access to your calendar.
Once you have set up the integration, you'll see your default personal calendar in your meetings settings. You can then integrate additional calendars by following the steps below:
- In your HubSpot Sales account, navigate back to Settings. Then select Sales > Meetings from the left sidebar menu.
- Click the Calendar Integration tab.
- Select the dropdown menu below Use more calendars to add additional calendars.
You can only add calendars that you either own or that your email address has access to in your connected Gmail or Office 365 account.
Your meetings tool will automatically prevent clients from booking meetings during any events that are set to Show as Busy on your integrated calendars. This helps prevent double-bookings, and you never need to bother letting a prospect know when you are free.
When a prospect books a meeting with you, the meeting event will only appear on your personal default calendar.
With this two-way integration, meetings created through the Schedule tab on a contact record in the CRM will send actual calendar event invitations to the contact. Without your calendar connected, it will strictly just create a meeting engagement on the record.
This two-way integration is not available for Office 365.