HubSpot Integration
Zeeg's integration with HubSpot offers a seamless way to manage CRM activities in conjunction with scheduling.
Integrating Zeeg with HubSpot streamlines your scheduling process by automating the creation of events in both Zeeg and HubSpot. This integration ensures that your meetings are synced seamlessly, allowing for better time management and client interaction.
What does the HubSpot integration do?
Zeeg's integration with HubSpot streamlines your workflow when a Zeeg meeting is scheduled or canceled by:
Creating a contact if a contact with the email address of your invitee is not found.
Creating and updating activities for that contact.
Adding custom questions and responses as contact's properties.
How to integrate HubSpot with Zeeg?
Before you begin, ensure the followings:
You are the owner of your organization in Zeeg.
You have a Business subscription of Zeeg.
An active HubSpot account (either free or paid version)
Administrative privileges in HubSpot
Setting up the HubSpot integration
Visit your Integrations page on Zeeg.
Select HubSpot.
Click on Connect HubSpot; you will be redirected to HubSpot to authenticate and connect Zeeg.
Select Connect App.
To prevent duplicate meetings in HubSpot, you may want to turn off HubSpot calendar sync in your HubSpot account.
Default HubSpot Integration Functions
The HubSpot integration behaves as follows:
For Contacts:
HubSpot searches for the invitee's email to either update an existing contact activities or create a new one.
If HubSpot does find a matching contact for the invitee's email, the contact properties (such as the owner and questions' answers) will not be updated. However, the activity details of the contact will be updated.
Contact Ownership:
If a new contact is created, and the email of the meeting host matches a HubSpot user, that user will be set as the Contact Owner.
However, if the host's email address does not match a HubSpot user, the Contact Owner will be set to unassigned.
Activites: Whenever an invitee schedules a meeting via Zeeg, HubSpot will automatically generate a new "Meeting" activity entry for the contact. This entry includes several details:
Name of the meeting as "Meeting - Zeeg: [Name of the Event]"
Attendee description: Includes the event's description, host of the event, location details, questions and answers.
Outcome: Depending on the event's status, can be "Scheduled" or "Cancelled"
Owner
Attendees
Duration
Questions and answers as properties in "Details from Zeeg meetings" property group
Event updates:
When a meeting is cancelled via Zeeg, "[Cancelled] will be added to the meeting name, and the activity outcome will be set to "Canceled".
When a meeting is rescheduled via Zeeg, "[Rescheduled]" will be added to the meeting name of the activity for the original event and its outcome will be set to "Canceled". A new meeting activity will be created for the newly scheduled event.
Modifying the meeting's details directly in HubSpot won't change the Zeeg event.
Custom Data Handling
Zeeg allows for custom question inclusion in booking forms, with the responses transferred to HubSpot as properties in "Details from Zeeg meetings" property group.
To map these responses to specific HubSpot fields, utilize the Workflow feature available in higher-tier HubSpot plans.
Disconnecting HubSpot
Within Zeeg: Navigate to Integrations, select HubSpot, and click Disconnect.
In HubSpot: Uninstall the Zeeg app via the HubSpot Marketplace, under Connected apps.
Optional Step: To remove Zeeg custom question data from HubSpot, delete the relevant properties from the settings.
Common Issues and Solutions
Experiencing duplicate events on your calendar?
If duplicate events are appearing in your Google or Outlook calendars, it may be because you're using Zeeg's calendar synchronization along with HubSpot's calendar sync. To resolve this, consider disabling the HubSpot calendar sync. Remember, this will affect all your events in HubSpot, not just those from Zeeg.
Also, if you're using both Zeeg's Zoom integration and HubSpot's Zoom integration, this might result in duplicate events in HubSpot.
Managing event synchronization for all users and teams in Zeeg
Zeeg syncs scheduled events for all your organization users to HubSpot by default. To control which events or users are synced to HubSpot, you might find the Zapier Filter app helpful for customizing these settings.
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