Integrate Cal ID to HubSpot CRM

Connecting Cal ID with your HubSpot CRM automatically logs scheduled appointments, tracks client data, and creates contacts in real time. This native integration ensures your sales pipeline stays current without manual database updates.

1. Log in to your Cal ID dashboard.
2. Click on the Apps tab in the left-hand sidebar.
3. Locate HubSpot CRM in the App Store directory.

4. Click the Install App button.

5. Select Destination Account: A window will open asking where you want to deploy the integration.

• If you want to connect a team booking asset, pick the specific team from the list.
• If you are managing personal appointments, select your personal profile.

1. After choosing your account, you will be securely redirected to the HubSpot login portal. Log in using your CRM credentials.

2. Grant permissions to allow Cal ID to sync activities with your HubSpot environment.
3. Map Event Types: Once authorized, a configuration page will show up asking: "On which event type do you want to install HubSpot CRM?"

• Configure Now: Chose the desired event types to instantly map them to HubSpot tracking.
• Configure Later: You can skip this part during installation. If you choose to skip, later on just go to Event Types, click Edit on any individual event, open its Apps tab, and toggle the HubSpot integration on manually.

4. Upon completing the steps, the app will finish installing and confirm a successful connection.

Once the setup is live, any new booking made through an active Cal ID event type will instantly send information to your HubSpot account.

• For Existing Contacts: If a person who is already in your HubSpot database books a meeting, Cal ID will automatically find their contact and attach the new meeting record to it.

• For New Contacts: If a new person books a meeting using an email address that is not in your system, HubSpot will automatically create a brand-new Contact record for them. You can find all of these profiles on your main HubSpot Contacts page.

To see your synced appointments inside your HubSpot dashboard, follow these simple steps:

1. Look at the left-hand main menu in HubSpot and click on CRM.
2. A smaller menu will slide out. Click on Meetings.

3. You will now see your complete list of upcoming and past appointments on the Meetings dashboard table.

To see more information about a specific booking, simply click on that meeting name inside your HubSpot list. A page will open up showing all the details Cal ID collected from the booker, including:

• Contact Information: The booker's full name, email address, and phone number.
• Meeting Link: The unique meeting URL generated for the call.
• Custom Questions: All the answers to the additional booking questions you set up in Cal ID (such as company name, goals, or notes) will be cleanly saved right inside the meeting details.

• Match Your Emails: Make sure your team members use the exact same email address on both Cal ID and HubSpot. This ensures that when a meeting is booked, HubSpot knows exactly which team member to assign as the meeting owner.

Updated on: 01/07/2026