Schedly + HubSpot
New Schedly bookings automatically create contacts and log meeting activities in HubSpot.
Schedly's HubSpot integration automatically creates or updates contact records and logs meeting activities in HubSpot whenever a new booking is made. Sales teams use this to keep their CRM current without manual data entry after every discovery call.
What you can do with HubSpot
Automatic contact creation
When a new client books through Schedly, a contact is automatically created in HubSpot with the booking information and intake form responses.
Meeting activity logging
Every Schedly booking logs an activity in the associated HubSpot contact record, keeping the CRM timeline current without any manual entry.
Pipeline workflow triggers
New Schedly bookings can trigger HubSpot workflow automations -- updating deal stage, assigning tasks, or sending internal notifications.
Connect in minutes
No developer required. Set up the HubSpot integration yourself in your Schedly dashboard.
Create your Schedly account
Sign up for Schedly free — no credit card required. Your free plan includes unlimited bookings and calendar sync.
Connect HubSpot
Navigate to Integrations in your Schedly dashboard and click Connect HubSpot. Follow the OAuth flow to authorize the connection.
Configure your event types
Enable the HubSpot integration on any event type where you want it active. Configure your preferences and you're live.
Common questions
The Revenue Impact of Automatic Schedly-HubSpot CRM Sync
The fundamental problem with manual CRM data entry after sales calls is that it does not happen reliably. Sales representatives who are supposed to log meeting notes and contact information in HubSpot after discovery calls frequently prioritize the next meeting over documentation. The result is a CRM that drifts further from reality over time -- missing contacts, stale activity logs, and pipeline data that cannot be trusted for forecasting. Schedly's HubSpot integration solves this at the source: booking data enters HubSpot the moment a meeting is confirmed, before the conversation happens, ensuring the contact record exists and the activity is logged regardless of what the rep does afterward.
Beyond Contact Creation: Pipeline Workflow Triggers
The most sophisticated use of the Schedly + HubSpot integration is triggering HubSpot workflow automations from booking events. A new discovery call booking can automatically move the associated deal to the Discovery Call Scheduled stage, trigger a HubSpot sequence to send pre-call research materials to the prospect, create a task for the rep to review the intake form before the meeting, and notify the rep's manager that a high-value opportunity has advanced to the next stage -- all without any manual action. This level of revenue workflow automation requires the Schedly + HubSpot integration as its trigger.
Intake Form Data as CRM Enrichment
Schedly's intake forms collect exactly the information your sales team needs before every discovery call: company size, current solution, use case, budget range, and timeline. When this data flows automatically into HubSpot contact and deal records via the integration, it enriches your CRM with qualifying information that would otherwise require a separate data collection step. Reps who review intake data before meetings close at higher rates than those going in blind. The integration makes this data available in HubSpot where reps actually work, without any copy-paste or manual entry.
Stop Losing Bookings to
Scheduling Friction.
Schedly puts your calendar to work around the clock. Every lead, every client, and every meeting lands exactly where it should, automatically.