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.

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.

Explore Integration Types

With scheduling hassles and interruptions gone, your day is cleared to do your best work.

CRM & Sales Tools

Integrate Calendly with your system of record and simplify booking meetings for revenue teams.

Video Conferencing

Add your preferred video conferencing solution to Calendly and reduce scheduling friction.

Recruiting & ATS

Add Calendly to your ATS and remove the back and forth of scheduling time with candidates.

Easy access for easy bookings

Share your Calendly link right from your browser, so you can schedule meetings without the back-and-forth