Users with an assigned Sales Hub or Service Hub paid seat can customize their scheduling page URL. You can also allow HubSpot to create a meeting scheduling page and connect additional calendars. Users with an assigned Sales Hub or Service Hub Professional or Enterprise paid seat can also sync their HubSpot tasks to their calendars. You'll be redirected to the meetings dashboard, where you can manage your calendar settings.Manage your calendar settings Customize your connected calendar's settingsĪfter connecting your calendar, you can allow HubSpot to sync with your calendar. 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.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. 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. 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. You'll be redirected to the meetings dashboard, where you can manage your calendar settings. 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.Please ensure that you're logged into the correct Gmail or Office 365 account before connecting it with HubSpot.Only personal inboxes can be connected to the meetings tool.
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