Sales · Easy
Log every booked meeting in your CRM
Sales calls booked through a scheduling link often never reach the CRM, so follow-ups are missed and reports undercount meetings. Connecting the two records each booking on the right contact without anyone typing it in.
Software used
Has a free plan
Has a free plan
What happens
When
Someone books a meeting through your Calendly link.
Then
- The person is found in HubSpot, or added as a new contact.
- The meeting is logged on their contact record.
- Cancellations and reschedules update the same record.
How the tools connect
With a built-in integration. Calendly lists HubSpot as an integration on its website.
Set it up
In Calendly, connect your HubSpot account from the integrations list.
Choose which event types should be logged. Internal meetings usually shouldn't be.
Book a test meeting with a test email address and check that the contact and meeting appear in HubSpot.
Menus change, so these steps say what to do rather than where to click. Each company's help pages have the current screens.
Watch out for
- Booking form questions only reach HubSpot if you map them to contact fields.
- Decide who owns new contacts, or they may sit unassigned.
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