When meetings are scheduled through Schedly, new leads, contacts, and activities are automatically created in HubSpot. If the record already exists, Schedly updates the existing lead or contact and logs the new activity — keeping everything accurate and up to date.

Your reps save valuable time to focus on building relationships with buyers and customers, while management benefits from having HubSpot consistently updated with insights and intelligence to strengthen customer relationship management.

Instantly schedule qualified website leads with the right teammate directly from your HubSpot forms. Import form fields into Schedly and create scheduling routes based on hidden fields or submission data to ensure each lead is connected to the most relevant team member.

Look up, match, and schedule known contacts with their active CRM account owner directly from your routing forms. This eliminates manual reassignment and connects clients with the right account manager who can address recent activity or questions without delay.

By reducing follow-up time and increasing speed to lead, Schedly helps you turn interest into action faster.