Overview

Hubspot is a CRM that enables users to book meetings, share forms, collect leads, and more. Hubspot Meetings can be embedded directly into Copilot, making it easy for clients to book time with you directly in the portal. To embed Hubspot Meetings, follow the instructions below.

App Setup

1. Go to App Setup, and click + Add an app in the top right corner.

2. Click Add under Hubspot Meetings. Set a title and icon that represents the app.

3. We recommend setting this up as an automatic app so that your calendar will be visible to all clients. If you want to embed different presentations for each client, set this as an manual App.

4. Leave the app set to as Show as embed so that the client isn't directed outside of the portal.

5. Next, go to your Hubspot account, click the Sales tab, and select Meetings from the list.

6. Find the meeting you wish to embed and click the Copy link button on the meeting row.

7. Go back to the App Setup page, paste the copied link into the content box and click Save.