HubSpot + Dialpad Meetings

The Dialpad Meetings HubSpot integration offers users the ability to create Dialpad Meetings events directly from inside the CRM itself, making it that much simpler to schedule meetings and organize these events in your timeline. 

Enable the Integration

  • In Hubspot, navigate to Marketplace 
  • Under Manage, select Connected apps, then Visit App Marketplace
  • Search Dialpad Meetings and click Integrate
  • Follow the prompts to authorize


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Schedule a Meeting

You can add your Dialpad Meetings details automatically when scheduling a meeting with a contact in HubSpot.  

Note:

  

Your HubSpot user email address must match your Dialpad Meetings user email address to add a Dialpad Meetings link to your meeting. 

  • Go to Contacts 
  • Select a Contact name
  • Select and Meet Icon 
  • Click the video icon  
  • Select Dialpad Meetings and your meeting details will automatically be added to the meeting invite (meeting link, phone number, and PIN if applicable)
  • Click save

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Alternatively, you can schedule a meeting directly with the Dialpad Meetings card in the right-side panel of a contact record.

  • In your HubSpot account, go to Contacts and select the name of the contact you would like to schedule the meeting with
  • In the Dialpad Meetings card, enter the Date, Time, and Duration of the meeting. Optional: add a title and additional attendees.
  • Click Schedule Dialpad Meeting 



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Your scheduled conference is now placed into that HubSpot contact's timeline and you’ll receive a confirmation email with meeting details.
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From this email, you can click the Add to Calendar button to populate the event in the calendar of your choice.

 

Add a Dialpad Meetings Link to Meeting Links

With HubSpot's Meetings tool, you can connect your Dialpad Meetings so that each time someone books a time with you, your Dialpad Meetings details will automatically get shared with them. 

Note:

  

Your HubSpot user email address must match your Dialpad Meetings user email address to add a Dialpad Meetings link to your meeting. 

  • In your HubSpot account, head to Sales and click Meetings 
  • Add video conference link and select Dialpad Meetings
  • Click Save
  • When a prospect books a meeting with you, a link to your Dialpad Meetings details will be automatically added to the calendar invite.

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