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telli + HubSpot Meetings integration telli + HubSpot Meetings integration

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Overview

Configure each HubSpot Meetings calendar with the meeting link, duration, and routing for its booking flow. This is useful when different agents book for different reps, teams, or sales motions.

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Before you start

  • A telli agent that should book appointments
  • A HubSpot account using Meetings Scheduler
  • A HubSpot private app access token
  • The meeting link slug you want telli to use

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Set up HubSpot Meetings in telli

1

Open the agent

Open the agent you want to configure in telli.
2

Choose HubSpot Meetings

In Calendar Integration, select HubSpot Meetings.
3

Add your HubSpot details

Add your access token, meeting link slug, and meeting duration.
4

Save the agent

Save the agent so telli can use the selected HubSpot meeting flow during calls.
  1. Make sure you are using HubSpot’s Meetings Scheduler
  2. Open Meetings Scheduler in HubSpot
  3. Select the meeting you created and copy the meeting link
  4. Use everything after meetings.hubspot.com/ (or meetings-eu1.hubspot.com/) as the meeting link slug in telli
For a personal meeting link, the slug is a single segment:
Meeting link slug: jane-doe For a round robin meeting link, the URL has two segments. Use both, including the slash, otherwise booking fails:
Meeting link slug: sales-team/discovery-call
You can also paste the full meeting URL into the slug field. telli strips the domain and uses the path as the slug.

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Create a private app

  1. Create a private app by following HubSpot’s official guide
  2. In the scopes tab, include these scopes:
    • crm.objects.contacts.read
    • crm.objects.contacts.write
    • scheduler.meetings.meeting-link.read
  3. Create an access token and add it to telli

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Open booked meetings in HubSpot

When appointment details are visible in a call, the Calendar link opens the booked meeting activity on its HubSpot contact record, filtered to meetings. If the meeting ID is unavailable, the link opens the contact’s meetings instead. Meeting lookup requires crm.objects.contacts.read, as specified in HubSpot’s Meetings API specification. Add this scope to existing private apps too. The same token retrieves the HubSpot account details. If the HubSpot account details or contact ID are unavailable, telli keeps the booking details without a link. Older bookings are not updated automatically. Opening the link requires access to the corresponding HubSpot account.