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Register and hand over meetings

Record date, owner and outcome alongside the conversation.

Updated 12 October 2026

Before you begin

You can save an existing booking link. Built-in booking pages and live Google/Microsoft availability are not available yet.

Steps to follow

  1. Register a meeting in Calendar or Inbox. Check contact, date, time zone, duration and host.
  2. Update it when rescheduled, cancelled or held. Record the outcome and qualification where relevant.
  3. Optionally hand it over to a linked HubSpot contact. Review the proposal before confirming.

What you will see

The meeting appears in Calendar and holds further campaign follow-ups for the contact.

If something goes wrong

Cancellation does not automatically release the hold. Release it separately after checking other meetings and exclusions.

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