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Book meetings with HubSpot using Fin for Sales

Let Fin schedule meetings with leads automatically using your HubSpot calendar.

Written by Bethany Clark

Fin for Sales can qualify inbound leads and book meetings on their behalf using your HubSpot scheduling pages. When Fin identifies a sales-ready prospect, it surfaces your team's real-time HubSpot availability directly in the Messenger and books the meeting on the spot, without the lead leaving the conversation.

Before you begin

You'll need:

  • Permission to connect HubSpot to Intercom - you'll authorize the connection from your HubSpot account, so you need access to the HubSpot account you want to book meetings against.

  • A HubSpot meeting link (scheduling page) - at least one meeting link set up in HubSpot, with availability configured, for Fin to book against.


Step 1: Connect HubSpot in Intercom

  1. Click + Add Calendar and select HubSpot.

  2. You'll be redirected to HubSpot to sign in and authorize Intercom.

  3. Review and grant the requested scheduling permission. Once authorized, you'll be returned to Intercom with HubSpot connected.

Note: If the scheduling permission isn't granted during authorization, the connection won't complete. Re-run the connection and make sure you approve the requested access in HubSpot.


Step 2: Choose the meeting link Fin should book against

  1. Go to Fin AI Agent > Sales > Playbook, select an outcome to enable the book a meeting functionality on.

  2. From the Select a calendar dropdown, choose HubSpot.

  3. Select the meeting link you want Fin to use.

Note: Only a single duration bucket's slots are surfaced. If a meeting link offers multiple durations, Fin uses the configured/first one (falling back to the shortest available).


Manage your HubSpot integration

Your integration appears in Fin AI Agent > Sales > Train > Integrations under "Calendars for booking meetings."

You can select Remove integration to disconnect HubSpot and remove the stored configuration.


How the booking experience works for leads

When Fin determines a lead is ready to book a meeting, it surfaces scheduling directly in the conversation:

  • Real-time availability: Fin pulls live availability from your connected HubSpot meeting link and presents bookable time slots in the Messenger.

  • One-click booking: The lead picks a slot and Fin books it directly on your HubSpot calendar, then confirms the booking in the conversation.

  • Required questions: If your meeting link includes required questions, Fin collects those answers in the conversation and checks them before booking, so a meeting is never booked with missing required information.

  • Local time: Time slots are shown in the lead's local timezone.

All meetings booked through HubSpot appear in your Fin for Sales meeting-booking reports alongside your other booking providers.

Note: ReCAPTHCHA-protected meeting forms are not supported - this setting cannot be enabled or bookings will fail.


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