![]() Click the Calendar tab and click Connect your calendar. Once the integration is installed, other users in the account can navigate to Settings > General. Review the requested permissions and click Accept.Īfter entering your login credentials, you'll be redirected to HubSpot with a dialog box indicating that Outlook Calendar was installed.You'll be redirected to Office 365, where you can log into your account. ![]() Search for the Outlook Calendar integration, and select Outlook Calendar in the results.You'll be redirected back to HubSpot with a dialog box indicating that Google Calendar for HubSpot was installed. Please note: it is only possible to integrate HubSpot with your default Google calendar. You'll be redirected to Google to sign in or choose a Google account if you have multiple accounts.Search for the Google Calendar integration, and select Google Calendar in the results.In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.If a user has multiple calendars in Outlook or Google, HubSpot will only sync with the primary or default calendar. Please note: calendar sync will only sync with a user's primary calendar. To use your calendar with the HubSpot meetings tool, refer to this article instead. Additionally, if you create a meeting event in Google Calendar or in Outlook Calendar with a HubSpot contact, the event will appear on their contact record timeline. If you add a birthday in Calendar, and the name you enter matches someone in your contact list, the birthday will be added to their contact.The Google Calendar and Outlook Calendar sync with HubSpot allows you to simultaneously log a meeting in your CRM, create a calendar event for that meeting, and send invites to meeting guests.If you add a birthday to a contact in People, the birthday will be added to your calendar.If you add a birthday in Calendar, and the person isn't in your contact list, they'll be added.Tips: Calendar is connected to your contact list in People, so: Under Details, enter the name, birth date, set a reminder, and click Save. On the Calendar navigation bar, click New > Birthday event. On the Office 365 navigation bar, click the app launcher, and then click Calendar. In Outlook on the Web you can add a birthday event which will also add a personal contact if one is not already there for that person. Then it will show up on your calendar and the Birthday calendar. To add a Birthday in Outlook, you must modify the personal contact and add a Birthday there. To display the Birthday calendar click on the Birthdays View in the Outlook or Outlook on the Web calendars: In Outlook:īirthday events are attached to personal contacts and you cannot edit the Birthday calendar directly. ![]() This is basically a filter of your overall calendar. There is Birthday Calendar in Outlook and Outlook on the Web that just displays Birthday events.
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