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MEETING SCHEDULER HOW TO
MEETING SCHEDULER UPDATE
MEETING SCHEDULER PASSWORD
MEETING SCHEDULER OFFLINE

Depending on your HubSpot subscription, you can also host the scheduling page URL on a custom domain that is connected to HubSpot. Customize your connected calendar's settingsĪfter connecting your calendar, users with an assigned Sales Hub or Service Hub paid seat can customize their scheduling page URL. You'll be redirected to the meetings dashboard, where you can set up an individual scheduling page.

Exchange URL: enter the URL used to access your Exchange server.

Typically, this is what is listed before the symbol in the email address, or your user ID.

Email address: your exchange email address.

In the dialog box, enter the following information:.

Read through what to expect when you connect your calendar to HubSpot, then click Continue.

In the dialog box, select Exchange, then click Connect your calendar.

In the left sidebar menu, click General.

You cannot insert proposed meeting times in an email using an Exchange calendar.

Meetings created in an Exchange calendar not sync with HubSpot as a calendar event.

Meetings created via a CRM record will not be added to an Exchange calendar.

Bi-directional sync between your Exchange and HubSpot calendars is not supported:.

You cannot cancel or reschedule a meeting for a connected Exchange calendar.

MEETING SCHEDULER HOW TO

Review documentation from Microsoft to learn how to generate a third-party app password.īefore you connect your calendar, keep in mind the following: Please note: if your Exchange account is configured to use two-factor authentication, you'll need to enter a third-party app password. Refer to the table below before connecting your calendar to make sure you have all of the necessary information.

MEETING SCHEDULER PASSWORD

Your Exchange email address and password are required to connect your calendar, but depending on your Exchange server's configuration, HubSpot may require additional information to connect. Connect your Exchange calendarīefore connecting your Exchange calendar, confirm with your IT team that your Exchange server is running Exchange 2010 SP2 and above.

MEETING SCHEDULER UPDATE

HubSpot will have the ability to create or change your calendars, and update individual calendar events. Necessary disclosure: HubSpot will have access to both your Google Calendar and any other calendar you access via Google in order to power the meetings tool, and allow you to associate events with contacts in the CRM. Without your calendar connected, it will create a meeting engagement on the record with no calendar event invitation sent. With this calendar sync, m eetings created directly on a contact record in the CRM will send actual calendar event invitations to the contact. Please note : if you have enabled the Google Calendar or Office 365 Calendar sync with HubSpot, when you create a calendar event with a contact directly in Google Calendar or in Office 365 Calendar, the event will sync to the CRM as a meeting engagement.

Review the information in the dialog box, then click Accept and connect to to give the meetings tool access to your calendar.

In the dialog box, click Google / Gmail or Office 365, then click Connect your calendar.

In the left sidebar menu, navigate to General.

In your HubSpot account, click the settings settings icon in the main navigation bar.

Only personal inboxes can be connected to the meetings tool.

If you've connected your inbox as a shared inbox in the conversations tool, your calendar cannot be connected with the meetings tool.

However, once your calendar is integrated, you can disable the inbox connection without disabling the calendar connection.

When you connect a calendar to the meetings tool, the associated inbox will automatically connect in your email integration settings.

Before connecting your calendar, keep in mind the following: You can connect a calendar that is hosted with Google Apps (G Suite), Gmail (Google Free), or Office 365 to the meetings tool. Connect your Gmail or Office 365 calendar

MEETING SCHEDULER OFFLINE

If a calendar is not connected, the scheduling page will be in offline mode, so meetings can be requested but will not be automatically added to the calendar. You can also edit the default scheduling page, add additional calendars, or host the scheduling page URL on a connected domain in your settings.Ī connected calendar is not required to view, edit, or create scheduling pages in the meetings tool, but it is required to book meetings. In your calendar settings, you can connect a Google, Office 365, or Exchange calendar to the meetings tool so if you have an event on your connected calendar, the scheduling page will show that you're busy during the event time.