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With our HubSpot integration you can sync data between Cal.com and your instance of HubSpot.

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Basic functionality

  • On booking, we create a meeting record in HubSpot and associate it with the attendee’s contact record
  • On reschedule, we update the meeting record’s dates and set the outcome to “Rescheduled”
  • On cancellation, we update the meeting outcome to “Canceled”

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Event Type Options

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Do not create new records for guests added to the booking

If this option is enabled, we will only handle creating meetings under the main attendee of the event and not additional guests.

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Skip creating contacts if they do not exist in HubSpot

If this option is enabled, skip creating new contacts if they do not exist in HubSpot already. We search for contacts based on the attendee email.

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Set booking organizer as contact owner

When this option is enabled, the booking organizer will be set as the HubSpot owner of the contact record. This requires the organizer’s email to match a HubSpot user.

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Overwrite existing contact owner

This option is available when Set booking organizer as contact owner is enabled. If this option is enabled, the contact owner will be overwritten even if the contact already has an owner. If disabled, the owner will only be set when the contact does not have an existing owner.

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On booking, write to event object

To use this feature, your HubSpot account must be enrolled in the Meetings index page and custom meeting properties beta program.
When a booking is created, you can write to specific fields on the meeting record. To write to a field you need the following:
  • The API field name ex. custom_field
  • The field type in HubSpot. We currently support the following types:
    • Text
    • Date
    • Phone
    • Checkbox
    • Custom (ignores field validations)
  • The value that you want to pass to the field (Mapping data from Cal.com to HubSpot)
    • For checkbox fields, you can choose whether to pass true or false

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Appendix

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Mapping data from Cal.com to HubSpot

When writing to fields in HubSpot, you can pass data from different sources in Cal.com:
  • To pass a static value, input the value in the Value field
  • To pass a value from a booking question, wrap the identifier of the booking question in {} brackets. For example, if you have a booking question with the identifier productInterest you would input {productInterest} in the Value field
  • To pass a utm_parameter, pass the parameter name as {utm:parameter} in the value field. We currently support the following:
    • utm_source as {utm:source}
    • utm_medium as {utm:medium}
    • utm_campaign as {utm:campaign}
    • utm_term as {utm:term}
    • utm_content as {utm:content}