Quick tipHow toSales Hub

Book a meeting for a colleague from a record

Schedule from the record once your calendar is connected.

Subscription
Scheduling for another user: Sales or Service Hub Professional or Enterprise
Permissions
Meetings access
Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB: after connecting Google Calendar or Office 365, schedule meetings from contact, company, deal or ticket records, or the sales workspace. Scheduling for another user on desktop needs Sales or Service Hub Professional or Enterprise.

1. In HubSpot

The relevant screen in my demo portal.

Contact record with the About section and right sidebar cards
The record (1).

2. Worth knowing

Description changes made on the record only reach attendees with the Google Calendar two-way integration, per the KB.

3. Related

Calendar sync.

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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