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— Integrations

HubSpot CRM

Connect your HubSpot portal and every booking automatically adds the invitee to HubSpot as a contact — no Zapier, no manual export. Native OAuth: you stay in control and can disconnect anytime.

What syncs

  • On every booking, the invitee is upserted as a HubSpot Contact by email — created if new, matched if they already exist (first/last name filled from their booking name).
  • Logging each booking as a HubSpot Meeting activity on the contact is rolling out next.

Connect it

  1. Go to Integrations in your Caledee dashboard.
  2. In the CRM section, click Connect HubSpot and approve the access on HubSpot's screen.
  3. You land back on the Integrations page with HubSpot marked Connected. That's it — the next booking will appear in HubSpot.

The connection requests only what it needs: read/write on Contacts. We store the tokens encrypted and never read your existing CRM data — we only add the people who book with you.

Plan & disconnect

Native CRM sync is a Pro feature. To stop syncing, click Disconnect next to HubSpot on the Integrations page — we revoke the token at HubSpot and remove the connection. Your already-synced contacts stay in HubSpot.

Connect HubSpot — Caledee Docs · Caledee