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telli + HubSpot Meetings integration

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Overview

HubSpot Meetings is configured per agent so each one can use the right meeting link, duration, and routing. 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 the last part of that URL as the meeting link slug in telli

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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.write
    • crm.schemas.contacts.write
    • scheduler.meetings.meeting-link.read
    • tickets
  3. Create an access token and add it to telli