April 29, 2024

What are the steps to sync my Google Calendar with HubSpot for appointment scheduling?

Hubspot logo

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.