App Tutorial

Add Meeting Link in HubSpot: A Step-by-Step Guide

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
March 29, 2024
TL;DR

To add a meeting link in HubSpot, first ensure your Gmail or Office 365 calendar is connected. Navigate to Sales > Meetings, create a scheduling page, fill in meeting details, and share the generated URL. For Zoom meetings, connect your Zoom account and select Zoom when adding a videoconference link.

Streamlining your scheduling process in HubSpot enhances efficiency and ensures seamless calendar integration.

Automate your meeting scheduling and CRM updates with Bardeen to save time and reduce manual errors.

How to Add Meeting Link in HubSpot

Integrating meeting links into HubSpot can streamline your scheduling process, making it easier for contacts to book time with you. This guide covers the steps to create a meeting link in HubSpot, add a Zoom link to your HubSpot meeting, and ensure your calendar is connected for seamless integration.

Automate the process and enhance efficiency by using Bardeen's HubSpot integrations to automatically create contacts and gather participant information for each new meeting scheduled.

Creating a HubSpot Meeting Link

To create a HubSpot meeting link, you need to have a Gmail or Office 365 calendar connected to HubSpot. This connection allows HubSpot to check your calendar for availability and avoid booking conflicts.

  1. In your HubSpot account, navigate to Sales > Meetings.
  2. Click Create scheduling page.
  3. Select the type of meeting you want to create (One-on-One, Group, or Round Robin) and click Next.
  4. Fill in the details of your meeting on the Overview page, including the internal name, organizer, title, location, and description. You can also add a videoconference link if you're using HubSpot's integration with video conferencing tools like Zoom, Microsoft Teams, Google Meet, or UberConference.
  5. Customize your team members, scheduling experience, and form questions as needed.
  6. Review and save your scheduling page. You will receive a URL for your meeting link which you can share with your contacts.

Adding a Zoom Link to Your HubSpot Meeting

After connecting the Zoom integration with HubSpot, you can automatically add Zoom meeting links to your HubSpot meeting links.

  1. Ensure your Zoom account is connected to HubSpot.
  2. When creating or editing a scheduling page, select Zoom from the Add videoconference link dropdown menu.
  3. Save your changes. Now, when a contact books a meeting, a Zoom link will be automatically included in the calendar invite.

Note: Your HubSpot user email must match your Zoom user email to add a Zoom link. If you enable password protection in Zoom, participants will need a password to view recordings.

Discover how to integrate HubSpot with Salesforce, enrich and speed up multi-channel outreach by integrating HubSpot with LinkedIn, and sync HubSpot and Slack for instant alerts at Bardeen.

Connecting Your Calendar to HubSpot

For HubSpot to access your availability and avoid scheduling conflicts, you must connect your calendar.

  1. Go to Settings > General > Calendar in your HubSpot account.
  2. Click Connect your Calendar and choose your calendar provider (Google/Gmail or Office 365).
  3. Follow the prompts to authorize HubSpot to access your calendar.

Once connected, you can create meeting scheduling pages that reflect your availability, and meetings booked through HubSpot will automatically sync with your calendar.

Embrace automation with Bardeen to ensure a more efficient and error-free workflow. Get started now.

Empower HubSpot with Bardeen's Meeting Automation

While adding a meeting link in HubSpot can be done manually as described above, automating this process can significantly enhance efficiency, especially for businesses handling a high volume of meetings. Automation ensures that every scheduled meeting is automatically synced with your CRM, eliminating manual data entry and the risk of errors. Imagine seamlessly creating contacts in HubSpot for each new meeting scheduled through Calendly, or automatically gathering social profiles for meeting participants to enrich contact details in HubSpot. This is where Bardeen comes into play, offering powerful automations to streamline your workflow.

Here are examples of what you can achieve with Bardeen:

  1. Automate HubSpot Contact Creation from Calendly Meetings: Automatically creates a new HubSpot contact from details captured in a Calendly meeting, streamlining lead management and follow-up processes.
  2. Get social profiles and information of all participants of a meeting and save to HubSpot: This playbook enriches HubSpot contact details by finding and adding social media links and company information of meeting participants.

Embrace automation with Bardeen to ensure a more efficient and error-free workflow. Get started now.

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