Automate Your Meeting Booking
Written by Josh Hines • August 28, 2024 • 2 Minute Read
HubSpot
HubSpot's platform has all the tools and integrations you need for marketing, sales, content management, and customer service.
CRM & Marketing Automation
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See How Contineofy WorksMake It Easy For Prospects To Meet You
Making it easy for people to request a meeting with you and picking the right time, can make you look organized and on top of your game. Plus, who doesn't want a link they can share that takes all the hassle out of setting a meeting?
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No More Back And Forth
With the innovation of technology, the old problems of booking a meeting are no longer a problem. You no longer need to do the email back-and-forth where you say I am available at these times, they say I can't make those times but can meet these times, you book the meeting, then they need to reschedule and mix and repeat.
When starting on your SaaS Journey, we recommend using HubSpot to book your introduction meetings, the best part, it's free. Starting to see the trend yet?
Getting Started With HubSpot Meetings
There are only a few things you need to know when setting up your HubSpot to book meetings including meeting types, setting your availability, syncing your personal calendar, and syncing your video conferencing.
Creating A HubSpot Meeting
Setting Your Availability On HubSpot
Setting your availability on HubSpot can be done in a couple of ways.
You can set up booking availability based on working hours or a dedicated schedule specific for each person booking meetings.
Sync Your Personal Calendar With HubSpot
Once a meeting has been booked, the time must be added to your calendar to get a reminder, allow time to prepare, and not double book yourself.
Sync Your Video Conferencing With HubSpot
Now that you have the meeting booked, you need to determine where to host the conversation.
HubSpot integrates with Zoom and Dialpad. We recommend using Zoom Meetings, it's free to start which is great for launching your MVP.
Sharing Your HubSpot Meeting Booker
There are several ways that you can share your meeting booker with prospects but we tend to focus on three, a shareable link, embedding a widget, or within HubSpot chatflows.
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