Step 3: Go through the set of access required for the application and click the "Connect app" option.

Step 4: Now you can view that the application is installed successfully in your account.

This is the installation of the application "Calendly events for Hubspot CRM".

Step 2: Now, you will have to authorize your Calendly account by entering your Calendly access token. You can use the "Get Here" option to get your Calendly credentials from your account. Once you have entered your credentials, click the "Authorize" option.

Step 3: Once you click the "Get Here" option, you will be redirected to your Calendly account where under the "Integrations" section, you can create a new access token using the "Get a token now" option.

Step 4: Get a note of the displayed message and click "Continue".

Step 5: Enter the name of the access token and click the "Create token" option.

Step 6: Give the "Copy token" option to copy the access token from the Calendly account and paste it in the required space to authorize the Calendly account.

Step 7: Once the Calendly account is authorized, you can view the incoming events configuration. You can add the clients booking new appointments with you as a new record in your Hubspot contacts module.

Step 8: You can either enable or disable the appointments from which you do not want the events to be synced with Hubspot. To map the Calendly values with the Hubspot fields, you have the "Field Mapping" option.

If you have multiple users in your Calendly account and wish to assign the owner of the contact in the Hubspot CRM whenever an event is being booked in Calendly, then "Users mapping" has to be done.

And, in this way you can configure the application in your Hubspot account and it is ready to use now.

Step 2: Select the required date and time and click "Confirm".

Step 3: Now, you have to fill the required details. You can copy any of the contact fields values and paste the values in the spaces provided.

Step 4: Once all the details are entered, click the "Schedule Event" option.

Step 5: Now, you will get a confirmation regarding the booked event with the contact and in-app notification of the newly scheduled event.

Thus, in this way you can schedule a new appointment from the Hubspot CRM. And, this feature is available with the Companies, Deals and the Tickets module.

Option 2: Event Links

Once you click the "Event Links" option, you can get your Calendly event booking link. Click "Get single-use link" to copy the booking link or click "Open" to open the booking link in a new tab to book an appointment.

Option 3: Events History

Under "Events History", you can view both the Upcoming and Past meetings associated with the particular Hubspot contact. You can also view the meeting status as "Active" or "Canceled" in this section.

The various settings available are:

• Authorized Hubspot and Calendly account - You can re-authorize the account whenever required

• Manage app users - Use shared Calendly account with users

• Incoming events sync - Sync booked Calendly events with Hubspot

• Field mapping for sync - Map Calendly values with Hubspot fields

• App usage analytics - View the app usage details

• Reset app configuration - Reset the app completely (All the application details and records will be deleted)

Step 2: Give a name to the mapping and select the event type from the drop-down for which the field mapping needs to happen.

Step 3: Select any one of the Hubspot CRM modules from the drop-down to sync the values. And, select the triggered event.

Place the cursor in the text box against the Hubspot field values on your left and select the Calendly field values to be mapped to those Hubspot fields. Click the "Close" option to close the Calendly field values displayed.

Step 4: Once you have mapped all the required values, click the "Save Field Mapping" option to save the configured mapping. Once saved, the values will be added to the Hubspot fields as per the configuration for all the upcoming messages of the selected event type.

Step 5: Now you can view the saved field mapping and the number of fields mapped. You also have additional options like "Edit", "Duplicate" and "Delete" the created mapping.

6) Mapping Calendly users with HubSpot CRM Users

If you have multiple users in your Calendly account and wish to assign the owner of the contact in Hubspot CRM whenever an event is being booked in Calendly, then "Users mapping" has to be done.

The process for the same is below.

• Go to the application settings page and click the profile icon and check for the option "Incoming events sync".

• Scroll down the page and at the bottom view the "Users Mapping" section.

• On the left, you have the Calendly users' mail IDs and on the right, you have the Hubspot users' mail IDs.

• Now, against the Calendly users' mail ID, select the required Hubspot CRM users from the drop-down.

• So, whenever an event is booked from the Calendly user's link, the mapped Hubspot CRM user will be the contact owner.

On the user system:

The user while authorizing the Calendly account, can either use the account shared by their admin or else they can use their own account for scheduling appointments. To configure their own account click on the "Use another account" option.

This is all about the installation and working of the "Calendly Events for Hubspot CRM" application.