Templates, Documents, and Meetings
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      1. Spartech CRM Knowledge Base
      2. Outlook Integration
      3. Templates, Documents, and Meetings

      How do I use Meetings in the add-in?

      To inserts a meeting link into an email using the add-in so that your contacts can access you scheduling page:

      • Open the sales tools in your inbox.
        • This will show up at the bottom right corner of your email composition window, as an orange HubSpot sprocket icon.
      • In the pane on the right, click Meetings and select one of your scheduling pages.
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        • You can also insert proposed times directly into the email so your contacts can select an available time slot directly from the email.
      • The name of your meeting will appear in your email. It will be hyperlinked, so when a prospect clicks it, they will be brought to your scheduling page.