HubSpot Meetings

HubSpot Meetings lets visitors book time with your team directly inside the Aimdoc chat widget using your HubSpot meeting links.

Overview

Connect HubSpot, choose a Meetings link (or paste a validated URL), and grant the booking calendar tool from Actions or a Skill. When the agent is ready to schedule, it opens the HubSpot Meetings experience in chat with visitor details prefilled.

Features

• Embedded HubSpot Meetings: Visitors book without leaving the chat.
• Prefill: Email, first name, and last name are passed into the Meetings link when available.
• Meeting booked events: Successful bookings are recorded on the conversation and can sync with your existing lead and CRM flows.
• Link picker or manual URL: Choose from meeting links in your HubSpot portal, or paste a meetings.hubspot.com URL.

Setup

Step 1: Connect HubSpot

1. Open Integrations in the Aimdoc dashboard.
2. Connect HubSpot and authorize the requested scopes.
3. If you previously connected HubSpot, reconnect so Aimdoc can request the optional Meetings and owners scopes (scheduler.meetings.meeting-link.read and crm.objects.owners.read).

Without the Meetings scope, you can still paste a Meetings URL manually.

Step 2: Choose a Meetings link

In the agent builder:

1. Open Edit Agent → Actions (or configure the calendar on a Skill that grants booking).
2. Select HubSpot Meetings as the calendar provider.
3. Pick a meeting link from your HubSpot portal, or paste a URL that uses meetings.hubspot.com or a regional host such as meetings-na2.hubspot.com.

Step 3: Grant the calendar tool

If you use Skills, grant Show booking calendar on the skill that should offer scheduling and select your HubSpot Meetings configuration. A connected calendar alone is not enough — the agent needs an enabled skill (or Actions configuration) that exposes the booking tool.

How booking works

1. The agent decides a meeting is appropriate and opens the HubSpot Meetings calendar in chat.
2. The iframe loads your Meetings page with visitor prefill and embed parameters.
3. When the visitor completes booking, HubSpot posts a success message that Aimdoc records as a meeting booked event on the conversation.

Common questions

Which URLs are supported?

Aimdoc accepts HTTPS HubSpot Meetings URLs on meetings.hubspot.com or regional hosts like meetings-{region}.hubspot.com, with a non-empty booking path.

Do I need Skills to use HubSpot Meetings?

No. You can configure HubSpot Meetings from Actions. If Skills are enabled, grant the booking calendar tool from the skill that should schedule.

Will bookings sync to HubSpot CRM?

HubSpot Meetings handles the calendar booking in HubSpot. Aimdoc records the booking on the conversation and continues to sync contacts and transcripts through the standard HubSpot CRM integration when configured.

Need Help?

If you encounter issues with HubSpot Meetings, contact support@aimdoc.ai.