If you edit or delete the event in your calendar, the updates will also appear in the meeting on the contact timeline automatically. The same is true if a contact in HubSpot invites you to a meeting the meeting will appear on the contact's timeline. If you create a meeting in Google Calendar or Outlook Calendar and include a guest that is a contact in your HubSpot account, the meeting will appear on their timeline. Schedule a meeting in Google Calendar or Outlook Calendar Please note: deleting a meeting in HubSpot will not remove the event from Google Calendar or Outlook Calendar. Learn more about scheduling a meeting on a contact, company, deal, or ticket record. When your meeting is created, a corresponding event will be added to your Google Calendar or Outlook Calendar and the contact will receive a meeting invitation. In the pop-up box, enter you meeting details. In the left panel, click the Meet icon date to create a meeting event. Schedule a meeting in HubSpotĪfter you’ve connected your Google Calendar or Outlook Calendar, navigate to contacts, companies, deals, or tickets. Both integrations cannot be installed at the same time. Please note: you can connect either the Google Calendar sync or the Outlook Calendar sync to HubSpot. Click the Calendar tab and click Connect your calendar. Once the integration is installed, other users in the account can navigate to Settings > General. Review the requested permissions and click Accept.Īfter entering your login credentials, you'll be redirected to HubSpot with a dialog box indicating that Outlook Calendar was installed.You'll be redirected to Office 365, where you can log into your account.Search for the Outlook Calendar integration, and select Outlook Calendar in the results.You'll be redirected back to HubSpot with a dialog box indicating that Google Calendar for HubSpot was installed. Please note: it is only possible to integrate HubSpot with your default Google calendar. You'll be redirected to Google to sign in or choose a Google account if you have multiple accounts.Search for the Google Calendar integration, and select Google Calendar in the results.In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
If a user has multiple calendars in Outlook or Google, HubSpot will only sync with the primary or default calendar. Please note: calendar sync will only sync with a user's primary calendar. To use your calendar with the HubSpot meetings tool, refer to this article instead. Additionally, if you create a meeting event in Google Calendar or in Outlook Calendar with a HubSpot contact, the event will appear on their contact record timeline. (Google Calendar tells Outlook how often to check for updates.The Google Calendar and Outlook Calendar sync with HubSpot allows you to simultaneously log a meeting in your CRM, create a calendar event for that meeting, and send invites to meeting guests. If you keep Outlook open, it also periodically checks for and downloads updates. When you start Outlook, it checks Google Calendar for updates and downloads any changes. In the Folder Name box, type the name of the calendar as you want it to appear in Outlook, and then click OK. Paste the address you copied in step 4, by pressing CTRL+V, and click Add. On the Internet Calendars tab, click New. In Outlook, click File > Account Settings > Account Settings. Scroll down to the Integrate Calendar section and right click on Secret address in iCal format and select Copy. Select the three dots to the right of the calendar name, then select Settings. In the left column, click My calendars to expand it, hover over the calendar that you want to add to Outlook as an Internet Calendar Subscription. Subscribe to your Google CalendarĪn Internet Calendar (iCal) Subscription keeps your Outlook copy of your Google Calendar up-to-date. Tip: If you don't plan to use Google Calendar anymore but want to keep your events, you can import your Google Calendar to Outlook so all of your appointments are integrated into one Outlook calendar view.
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