Quick tipHow toSales Hub

Manage meetings from your Outlook calendar

Prep and follow-up need Sales Hub Professional+.

Subscription
Sales Hub Professional or Enterprise
Permissions
Connected inbox and calendar
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: from a meeting in Outlook calendar, use the Office 365 add-in to prepare, follow up, and set outcome, type and associations, such as the contact's company or deal. Prep and follow-up need Sales Hub Professional or Enterprise.

1. In HubSpot

The relevant screen in my demo portal.

Calendar settings showing Your calendar is disconnected and a list of what connecting enables
The disconnected warning (1) and what connecting enables (2).

2. Worth knowing

Calendar sync must be connected for meetings to log.

3. Related

Calendar sync and add-in sales tools.

Sources

New field notes by email

One email when a new article publishes.

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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