The HubSpot integration with TimeZest has just been released adding two new actions to apply to your appointment types:
- Find or create new contacts and companies in HubSpot.
When a prospect uses TimeZest to schedule an appointment with you and their contact information does not exist in HubSpot, TimeZest will use their information in the scheduling request form to create a new company and contact record in HubSpot.
- Create a HubSpot Meeting that includes the appointment details
The appointment details such as meeting time and date, host, attendee, and description will be added to the HubSpot Meeting, giving you the details you need to be prepared when meeting with the prospect or client.
To get started, here is a link to our Help Center docs: https://help.timezest.com/en/collections/9909315-hubspot