Product Updates

Introducing our new HubSpot integration! 🎉

Written by The YouCanBookMe team | Jun 19, 2024 9:44:39 AM

Whether you've got twenty clients, or 2,000, Customer Relationship Management (CRM) software helps you keep everything organised. HubSpot is one of the most popular CRMs, because it's a one-stop shop for all areas of your business, including managing client contacts, tracking them through the sales cycle, building mailing lists, creating quotes, and getting paid.  

And now it's even better.

Integrate your HubSpot account with YouCanBookMe to combine a brilliant booking experience for your clients, with extremely customizable, highly automated scheduling for you. 

As soon as you get a new booking, our Hubspot integration automatically creates a new HubSpot contact or - if that person is already a contact - updates the information. It creates a new meeting in the Activity stream with all the information about the meeting, including details from your booking form questions. 

It also adds useful links that allow you to instantly hop to the booking in YouCanBookMe, or join the video call directly from the Contact page in HubSpot. 

If the booking is cancelled or rescheduled, you'll see the Activity automatically updated. You'll even be able to see if the contact was a no-show! 

And you'll be able to see exactly where Hubspot updates are happening, in the same place as the rest of your workflows. 

 

Our integration gives you the most customization options, and thoughtful 'extras', available from any other meeting scheduling tool, including the HubSpot meeting scheduler.

So stop manually updating your HubSpot records or adding contacts to mailing lists. With YouCanBookMe, everything is kept seamlessly in sync so you have more time to do what you do best!