Step 1: Log in to Your HubSpot Account
- Navigate to the HubSpot homepage.
- Enter your login credentials and sign in.
Step 2: Access the Integrations Page
- From the main navigation bar, hover over your profile picture or account name.
- From the dropdown menu, select "Integrations."
Step 3: Search for the Google Calendar Integration
- Within the integrations page, use the search bar to type "Google Calendar."
- Click on the Google Calendar integration from the search results.
Step 4: Connect Google Calendar to HubSpot
- Click the "Connect" or "Integrate" button to initiate the syncing process with Google Calendar.
Step 5: Authenticate and Grant Permissions
- A new window will pop up asking you to sign in to your Google Account.
- Input your Google email and password.
- Once logged in, review the permissions HubSpot is requesting for your Google Calendar.
- Click "Allow" or "Grant Access" to give HubSpot the necessary permissions.
Step 6: Configure Your Scheduling Preferences
- After integration, HubSpot will ask you to set preferences for scheduling.
- Select which calendars you'd like to sync with HubSpot.
- Specify meeting duration preferences, time zone, and buffer times between meetings, if desired.
Step 7: Set Up Appointment Types
- In HubSpot, navigate to the "Meetings" tool.
- Click "Create meeting link" and choose the desired type (e.g., 1:1 meetings or group meetings).
- Define specifics for the appointment type, such as:
- Meeting name
- Duration
- Location (usually a video call link or physical address)
- Questions for attendees
- Any other necessary details
Step 8: Test the Integration
- After setting up, schedule a test appointment using the Meetings tool.
- Check your Google Calendar to ensure the appointment appears accurately and without any issues.
Step 9: Share Your Meeting Link
- Once satisfied with your setup, you can share your meeting link with prospects, clients, or colleagues.
- They can pick a suitable time based on your availability shown from your Google Calendar.
Step 10: Regularly Review & Update Settings (Optional)
- Over time, your scheduling needs might change.
- Periodically revisit the "Meetings" tool in HubSpot to adjust any preferences or add new appointment types.
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