Quick tipHow toSales HubSmart CRM

Check every HubSpot user's email and calendar connection before blaming the integration

Half of the "HubSpot isn't logging" problems in one agency portal were people who had never connected anything.

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Permissions
Each user connects their own; admins can see users in Users & Teams
Time
5 min · Beginner
Last verified

Short answer

Before you troubleshoot an integration, check each user. In an agency portal I compared every user's external calendar meetings with the meetings in HubSpot and their connection status. Several people had email off, a few had nothing connected at all, and their meetings were simply never logged. Each user connects email under Settings, General, Email and calendar under Calendar, and HubSpot says connecting a calendar needs personal email access turned on. Fix those first, then look at the cases where everything is on and it still fails.

1. Start from the user list

Open Users & Teams and list everyone who meets clients. Names are blurred below.

Users and Teams active users list with names and emails blurred
Active users (1). Each one connects their own email and calendar.

2. Email

Each user goes to Settings, General, Email. If it shows Connect email account, nothing is connected.

Email preferences tab with Connect email account button
Not connected: the Connect email account button (1).

3. Calendar

Same page, Calendar tab. HubSpot lists "Log outgoing meetings automatically" among the things a connected calendar does.

Calendar tab showing the calendar is disconnected
The disconnected banner (1) and the logging feature it unlocks (2).

4. What the audit turned up

  • Several users had email disconnected, and some had neither email nor calendar connected.
  • After people connected, newly scheduled meetings logged. Old meetings were not backfilled.
  • One user had email, calendar, and sync all on and still was not logging. That case is in recurring meetings not logging.

A weekly check comparing calendars to logged meetings catches this before a client asks why their call history is empty.

Sources

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Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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