How to schedule a meeting with a contact in HubSpot
Turn conversations into confirmed next steps. Keep deals moving forward without the back-and-forth scheduling.
Steps
- Click Schedule meeting — Save the meeting so it's added to the calendar and logged on the contact's timeline.
- Set the date and time — Choose the Start date , Start time , and End time. The calendar on the right updates to show the slot.
- Enter a title — Type a name for the meeting in the Title field.
- Schedule a meeting — In the Meetings tab, click Schedule a meeting .
- Click Meeting — In the quick-actions row, click Meeting to open the Schedule panel.
- Select a contact record — Click on a contact from the list to open their record.
- Navigate to Contacts — From the dashboard, go to Contacts in the left navigation.
