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You can integrate Calendar Meetings to Sales CRM through Hubspot meeting links. In other words, this integration allows you to grab fields from meeting link’s forms from Hubspot’s Meeting Scheduler and add those fields to a new deal in Sales CRM

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summary
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Setup

This is a two part setup. Part one will be in Hubspot and Part two will be in Sales CRM.

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To properly connect Sales CRM to Hubspot, you will need to integrate the two tools through a private app in Hubspot.

This means that you will need Admin Permissions in Hubspot to do this

1- Create a private app (Settings, Private Apps)

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  • This integration can work on any Hubspot Plans (free and above). However, do note that on the free Hubspot Plan, you do not have the ability to customize the booking link’s form.

  • You will need to connect your calendars for this integration to work

  • You can map custom fields from the Hubspot Calendar Form to Sales CRM if you add custom fields to Sales CRM (e.g: Deals → Grid View → Add column → New Field)

  • Booking links using the same email addresses will not generate a new deal (the automation will not trigger)

  • The integration will work on all the booking links created from Hubspot

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