Connecting HubSpot and meetergo
With the native HubSpot integration, you can automatically create contacts or deals in HubSpot as soon as an appointment is scheduled via meetergo. This integration is a valuable tool for sales professionals, marketers, and business owners. If you want to optimize your scheduling and customer relationship management processes, read on to learn more.
Create a contact, company, activity, and/or deal when a new appointment is booked.
All data fields can be synchronized with HubSpot contact or company properties (all field types including dropdown, radio buttons, checkboxes).
If the contact already exists in HubSpot and has an assigned contact owner, the integration can automatically display the availability of the contact owner and assign the booking to them.
Setting up is easy and takes about 5 minutes. To connect meetergo with HubSpot, you need a meetergo account in the Growth Plan or higher and a HubSpot Administrator account with the appropriate plan.
Log into your meetergo account: Start by logging into your meetergo account, if you haven't done so already.
Go to Integrations: Once logged in, navigate to Apps in the Settings tab.
Connect with HubSpot: Look for the option to integrate with HubSpot and select it. You will be prompted to authenticate and authorize the connection between your meetergo and HubSpot accounts.
After installing the HubSpot integration, you need to enable it for your desired meeting type for it to take effect.
Go to Meeting Types: In meetergo, go to your meeting types.
Customize Meeting Type: Select a meeting type or create a new one.
Enable HubSpot Synchronization: In the settings of the meeting type, select the "Apps" tab on the left side. In the list, find HubSpot and click "Manage."
Enable Contact Synchronization: Enable the features that suit your needs (an explanation of the features is provided below).
Configure the Booking Form: In the settings of the meeting type, select the "Booking Form" tab on the left side. Enable the option "Use custom form" to add the previously created fields to the form.
When you enable "Create or Update Contact," the following happens when a new booking is created:
meetergo searches for an existing contact based on the provided email address
If no contact exists, a new contact is created
If the contact already exists, the contact data fields are updated
The contact owner will not be updated
An activity is created and assigned to the contact
For meeting types with Round Robin, you can also enable the option "Prioritize Contact Owner." When this is enabled, the contact owner is prioritized in the Round Robin queue. If the contact has an assigned contact owner and they are in the Round Robin queue, they will be selected as the meeting host.
When you enable "Create or Update Company," the following happens when a booking is created:
meetergo searches for an existing company based on the provided email address
If no company exists, a new company is created
If the company already exists, linked company data fields are updated
The company owner will not be updated
When you enable "Create Deal," the following happens when a booking is created:
meetergo searches for an existing deal associated with the contact based on the provided email address
If no deal exists, a deal is created and activities are assigned to it
The HubSpot integration allows you to synchronize data collected in meetergo with your HubSpot.
Before synchronizing data from meetergo, ensure you have the required fields in HubSpot to capture the desired information. Follow these steps:
Access your HubSpot account: Log into your HubSpot account.
Go to Property Settings: Click on the gear icon at the top right to go to settings, and select the "Properties" tab under Data Management.
Select Contact Properties: In the property settings, ensure "Contact Properties" is selected.
Create Properties: If they do not exist, create the data fields you want to synchronize with meetergo.
IMPORTANT: To ensure compatibility, note the field types of your fields so that we can select the same type for the meetergo fields.
Now that the connection is established and we have created HubSpot fields, it's time to create these fields in meetergo and link them to the HubSpot fields.
Access meetergo: Go to your meetergo account.
Go to Data Field Settings: Click on the gear icon at the top right and select "Data Fields."
Create Company Data Fields: Create the fields you want to synchronize with HubSpot by clicking "Add Data Field." Make sure to select the same field type as in HubSpot.
Link the HubSpot Field: After customizing your field as needed, go to the end of the field creation form. You will see a dropdown menu of all HubSpot contact fields. You can enter the field to search for the HubSpot field ID of the field you want to synchronize. Once you find the correct field, select it.
Click Save and repeat this for all your fields.
Your meeting type is now ready, and all incoming bookings will update the HubSpot records accordingly. Congratulations!
You can also manually synchronize meetergo appointments with HubSpot. This is useful if you don't want to automatically sync all appointments with HubSpot or if you want to customize the data sent to HubSpot.
Go to your appointment overview in meetergo.
Click on any appointment. Detailed information about the appointment will be displayed.
At the bottom, you will see a button to create a contact or company in HubSpot.
After clicking one of the buttons, you will see a preview of the data in JSON format. The values can be adjusted.
If everything is correct, click the blue button to start the sync. After the record is created in HubSpot, a direct link to the created contact/company will be displayed.
If an error occurs on HubSpot's side (e.g., existing contact, or character limit for a data field), the exact error from HubSpot will be shown.
Create a contact, company, activity, and/or deal when a new appointment is booked.
All data fields can be synchronized with HubSpot contact or company properties (all field types including dropdown, radio buttons, checkboxes).
If the contact already exists in HubSpot and has an assigned contact owner, the integration can automatically display the availability of the contact owner and assign the booking to them.
Installation
Setting up is easy and takes about 5 minutes. To connect meetergo with HubSpot, you need a meetergo account in the Growth Plan or higher and a HubSpot Administrator account with the appropriate plan.
Connect meetergo with HubSpot
Log into your meetergo account: Start by logging into your meetergo account, if you haven't done so already.
Go to Integrations: Once logged in, navigate to Apps in the Settings tab.
Connect with HubSpot: Look for the option to integrate with HubSpot and select it. You will be prompted to authenticate and authorize the connection between your meetergo and HubSpot accounts.
After installing the HubSpot integration, you need to enable it for your desired meeting type for it to take effect.
Go to Meeting Types: In meetergo, go to your meeting types.
Customize Meeting Type: Select a meeting type or create a new one.
Enable HubSpot Synchronization: In the settings of the meeting type, select the "Apps" tab on the left side. In the list, find HubSpot and click "Manage."
Enable Contact Synchronization: Enable the features that suit your needs (an explanation of the features is provided below).
Configure the Booking Form: In the settings of the meeting type, select the "Booking Form" tab on the left side. Enable the option "Use custom form" to add the previously created fields to the form.
Create or Update Contact
When you enable "Create or Update Contact," the following happens when a new booking is created:
meetergo searches for an existing contact based on the provided email address
If no contact exists, a new contact is created
If the contact already exists, the contact data fields are updated
The contact owner will not be updated
An activity is created and assigned to the contact
For meeting types with Round Robin, you can also enable the option "Prioritize Contact Owner." When this is enabled, the contact owner is prioritized in the Round Robin queue. If the contact has an assigned contact owner and they are in the Round Robin queue, they will be selected as the meeting host.
Create or Update Company
When you enable "Create or Update Company," the following happens when a booking is created:
meetergo searches for an existing company based on the provided email address
If no company exists, a new company is created
If the company already exists, linked company data fields are updated
The company owner will not be updated
Create Deal
When you enable "Create Deal," the following happens when a booking is created:
meetergo searches for an existing deal associated with the contact based on the provided email address
If no deal exists, a deal is created and activities are assigned to it
Synchronize Data Fields with HubSpot Records
The HubSpot integration allows you to synchronize data collected in meetergo with your HubSpot.
(Optional) Create Fields in HubSpot
Before synchronizing data from meetergo, ensure you have the required fields in HubSpot to capture the desired information. Follow these steps:
Access your HubSpot account: Log into your HubSpot account.
Go to Property Settings: Click on the gear icon at the top right to go to settings, and select the "Properties" tab under Data Management.
Select Contact Properties: In the property settings, ensure "Contact Properties" is selected.
Create Properties: If they do not exist, create the data fields you want to synchronize with meetergo.
IMPORTANT: To ensure compatibility, note the field types of your fields so that we can select the same type for the meetergo fields.
Create Fields in meetergo
Now that the connection is established and we have created HubSpot fields, it's time to create these fields in meetergo and link them to the HubSpot fields.
Access meetergo: Go to your meetergo account.
Go to Data Field Settings: Click on the gear icon at the top right and select "Data Fields."
Create Company Data Fields: Create the fields you want to synchronize with HubSpot by clicking "Add Data Field." Make sure to select the same field type as in HubSpot.
Link the HubSpot Field: After customizing your field as needed, go to the end of the field creation form. You will see a dropdown menu of all HubSpot contact fields. You can enter the field to search for the HubSpot field ID of the field you want to synchronize. Once you find the correct field, select it.
Click Save and repeat this for all your fields.
Your meeting type is now ready, and all incoming bookings will update the HubSpot records accordingly. Congratulations!
Manual Synchronization
You can also manually synchronize meetergo appointments with HubSpot. This is useful if you don't want to automatically sync all appointments with HubSpot or if you want to customize the data sent to HubSpot.
Go to your appointment overview in meetergo.
Click on any appointment. Detailed information about the appointment will be displayed.
At the bottom, you will see a button to create a contact or company in HubSpot.
After clicking one of the buttons, you will see a preview of the data in JSON format. The values can be adjusted.
If everything is correct, click the blue button to start the sync. After the record is created in HubSpot, a direct link to the created contact/company will be displayed.
If an error occurs on HubSpot's side (e.g., existing contact, or character limit for a data field), the exact error from HubSpot will be shown.
Updated on: 19/06/2024
Thank you!