- DATE:
- AUTHOR:
- Jeff Hardison Head of Product Marketing
Calendly Product Update – March 2024
Calendly Routing Update:
Instantly Schedule HubSpot Contacts With Assigned Owners
Since we launched Routing, many of you have written in with your awesome stories around how you’re now qualifying, routing, and scheduling customers with Calendly — directly from your websites.
For many months, we’ve allowed you to take Routing to the next level with Salesforce CRM look-up. Well, now HubSpot CRM users can also instantly look up, match, and schedule HubSpot contacts with their active account owners — directly from their “Contact Us” forms.
Here’s what customer Olina Karagianni, RevOps Manager at Toggl, had to say about it: “It took me only seven minutes to set up Calendly’s HubSpot lookup. Seven minutes that saved us hours of manual reassignments and fixing reports. For us, it’s not just about conversions; it’s also about saving valuable time for our team while providing excellent customer experience. Now it’s the right rep, right away.”
To learn even more best practices, tips, and additional ways to use Calendly Routing (such as routing at live events and tradeshows), check out our e-book. We also share ways that our own Calendly teams use routing and results we’ve seen.
Try Routing
An Easier Way to Schedule Meetings From Contacts
We’re always looking for ways to make it easier to schedule with people you know, so we’re in the process of rolling out a new, concise view to do just that. The Contacts tab lets you see who you’re meeting with, review scheduling history, and book follow-up meetings directly from their profiles.
We see Contacts as an additional step towards our vision of powering better meetings with features that you can use before, during, and after your engagements. When you get early access to preview Contacts in the coming days, you'll have the opportunity to complete an in-app survey letting us know how we can make this new feature work harder for you.
Here’s some feedback from one Contacts tester: “Now I don’t need two systems open when booking meetings with clients as I can have all their information in one place. [And then I can use Contacts] to schedule more calls with these clients.”
Try Contacts
Integration of the Month: HubSpot
Calendly was voted the #1 most used app by HubSpot users, and this week we added even more ways to take advantage of this powerful integration.
If you’re a salesperson, the HubSpot CRM integration has long ensured all your Calendly meetings and HubSpot contact records stay up to date.
Now Calendly can "look up" account owner information when routing meetings to the right sales rep.
And marketers can add instant Calendly scheduling to HubSpot marketing forms on their website to increase meeting conversion.
Scott Brinker, VP Platform Ecosystem at HubSpot and Editor at Chief Martech, has this to say about our integration: “As one of the most used apps in the HubSpot Marketplace, we love to see Calendly offering new features that streamline inbound sales and marketing in a fully-integrated way. With Calendly Routing, sales and marketing teams now get an automated, inbound scheduling process that connects HubSpot contacts to account owners at the peak of their interest.”