Emails back and forth trying to find a suitable meeting time can be frustrating and time-consuming, particularly when coordinating across time zones. HubSpot's free CRM eliminates this hassle, allowing you to schedule meetings effortlessly with a simple click.
1. Connect Your Calendar to HubSpot's Meetings Scheduler (0:34)
HubSpot's meetings tool syncs with your Google or Office 365 calendar, ensuring you won't be overbooked. Navigate to the settings icon in your HubSpot account to connect your calendar, streamlining your scheduling process.
2. Create the Meeting Scheduling Page (1:04)
Go to Sales and Meetings, and click "Create Scheduling Page" to make your meeting link. Choose from one-on-one, group meetings, or round robins, which distribute meetings among your team. Customise your meeting invitation with personal touches like video links and reschedule options to avoid no-shows.
3. Meeting Scheduler Automation (3:38)
Automation features such as confirmation emails and pre-meeting reminders help reduce no-shows. Set reminders to go out one hour before the meeting and configure details to enhance the participant's booking experience. Embed the meeting link in your email signature or templates for easy access.
4. Embed the Meetings Booking Widget on Your Website (4:36)
Place the meetings booking widget on your webpage, allowing visitors to schedule meetings directly from your site. This convenience can boost engagements and fill your calendar with ease.
Checklist for Effective Meeting Scheduling:
[ ] Connect your Google or Office 365 calendar to HubSpot.
[ ] Create a personalised meeting scheduling page.
[ ] Set availability parameters to match your schedule.
[ ] Automate confirmation and reminder emails.
[ ] Embed the booking widget on your website for easy access.
Conclusion
In conclusion, mastering your meeting scheduling with HubSpot's tools can significantly boost your productivity and streamline your workflow. By integrating your calendar, creating customised scheduling pages, automating reminders, and embedding booking widgets, you can ensure that setting up meetings is seamless and efficient.
If you need any assistance or have questions about optimising your meeting processes, don't hesitate to contact our team at Crocodile Marketing. We're here to help you wrestle with automation and CRM challenges, so you don't have to. Reach out to us at Crocodile Marketing Contact Us.
