HubSpot
Calendly + HubSpot
Keep HubSpot records up to date and add instant, account-matched scheduling to your HubSpot forms.
Overview
Connect to HubSpot CRM
When meetings are scheduled using Calendly, new leads or contacts and activities are created in HubSpot. If the record already exists, the lead or contact will be updated and the new activity added to the existing record.
Your reps will save time so they can focus on building relationships with buyers and customers, and management will love that HubSpot is always updated with insights and intelligence to improve customer relationship management.
Send meeting recaps to HubSpot
Automatically log meeting summaries, action items, and follow-ups to the associated contact record in HubSpot when a meeting is recorded using Calendly Notetaker. Keep your team's full conversation history in one place without manual note-taking. Prep for follow-ups and review past discussions right alongside deal activity and contact history.
Route leads from HubSpot forms
Instantly schedule qualified website leads with the right teammate—directly from your HubSpot forms. Simply import form fields into Calendly and add scheduling routes based on hidden fields and/or submission data.
Schedule HubSpot contacts with account owners
Look up, match, and schedule known contacts with their active CRM account owner — directly from your routing forms. Eliminate manual reassignment and connect clients directly with their account manager who can quickly address recent activity or questions.
Available with
- Standard Plan
- Teams Plan
- Enterprise Plan
Connect to HubSpot CRM
When meetings are scheduled using Calendly, new leads or contacts and activities are created in HubSpot. If the record already exists, the lead or contact will be updated and the new activity added to the existing record.
Your reps will save time so they can focus on building relationships with buyers and customers, and management will love that HubSpot is always updated with insights and intelligence to improve customer relationship management.
Send meeting recaps to HubSpot
Automatically log meeting summaries, action items, and follow-ups to the associated contact record in HubSpot when a meeting is recorded using Calendly Notetaker. Keep your team's full conversation history in one place without manual note-taking. Prep for follow-ups and review past discussions right alongside deal activity and contact history.
Route leads from HubSpot forms
Instantly schedule qualified website leads with the right teammate—directly from your HubSpot forms. Simply import form fields into Calendly and add scheduling routes based on hidden fields and/or submission data.
Schedule HubSpot contacts with account owners
Look up, match, and schedule known contacts with their active CRM account owner — directly from your routing forms. Eliminate manual reassignment and connect clients directly with their account manager who can quickly address recent activity or questions.
Features + Benefits
Embed your booking page
Embed Calendly on your HubSpot website and use Calendly scheduling links in HubSpot emails.
Instantly create leads
Create leads, contacts, and activities in HubSpot when a meeting is scheduled, and automatically update their activities when a meeting is rescheduled or canceled.
Schedule from HubSpot forms
Instantly route and schedule qualified website leads with the right teammate - directly from your HubSpot forms.
Route HubSpot contacts to owners
Instantly match and schedule HubSpot contacts with their assigned account owner—directly from routing forms.
Calendly Notetaker insights
See insights from Calendly Notetaker — meeting summaries, action items, and follow-ups — directly from your contact records.
Add custom information
Collect information from custom questions and add to HubSpot contacts.
See It In Action
Better together: Calendly + HubSpot integration
Explore Integration Types
With scheduling hassles and interruptions gone, your day is cleared to do your best work.
Easy access for easy bookings
Share your Calendly link right from your browser, so you can schedule meetings without the back-and-forth