How to Connect Your Calendar

This video provides a step-by-step guide for connecting your calendar to HubSpot's meetings tool, enabling efficient meeting scheduling and management.

• Avoid endless email chains by using HubSpot's meetings tool for streamlined scheduling.
• Connect Google, Office 365, or Exchange calendars to schedule more meetings with less hassle.
• Free up time to focus on important tasks by automating meeting scheduling.

• Ensure personal email access is granted within your HubSpot account settings before proceeding.
• Navigate to Users and Teams, search and select your profile, then check Account Permissions under the Access tab.
• If you cannot edit permissions, request your HubSpot admin to update the settings for you.

• Access account settings, go to Preferences, and select the calendar tab to begin connection process.
• Choose your calendar provider, such as Google or Office 365, and follow the prompted steps to connect.
• Review and accept permissions, then sign in to your account to provide HubSpot access to your calendar.

• Review HubSpot knowledge base for requirements and limitations before connecting an Exchange account.
• Bidirectional sync between Exchange and HubSpot calendars is not supported at this time.
• Provide your Exchange credentials and server URL, contacting IT if necessary for account information.

• Manage calendar settings to enable syncing, create scheduling pages, and connect multiple calendars within HubSpot.
• Customize scheduling page URLs and host on custom domains for personalized meeting booking experiences.
• Sales and Service Hub Professional or Enterprise users can sync tasks to their calendars for enhanced productivity.