Change Log: April 1, 2026
Notetaker recaps can sync to Salesforce and HubSpot (limited release)
*Note: Notetaker is in limited release and not available to all users.
Areas: Notetaker, Integrations, CRM
What changed: Notetaker settings now include options to send recap details to Salesforce and HubSpot, so teams can attach summaries, action items, and related meeting details to CRM records. (Calendly.com)
Why it matters: This makes it easier to keep customer records up to date and share meeting follow-up details without copying notes by hand. (Calendly.com)
Action: In Notetaker settings, turn on the CRM sync you want and complete any required connection steps.
Learn more:
- https://help.calendly.com/hc/en-us/articles/29309464894103-How-to-send-recaps-to-your-CRM-and-other-apps
- https://help.calendly.com/hc/en-us/sections/27894584755351-Notetaker
Meetings page filters updated for canceled meetings and buffers
Areas: Meetings, Filters, Scheduling
What changed: The Meetings page filter behavior was updated so canceled meetings are handled through filtering rather than appearing by default in the main view, and buffer-related defaults were adjusted in the newer filter experience.
Why it matters: People may notice differences in which meetings appear by default and may need to use filters more deliberately when reviewing canceled activity.
Action: Use the canceled filter when you need to review canceled meetings, and review filter settings if your Meetings page looks different than before.
Main navigation is now more accessible and easier to understand
Areas: Navigation, Accessibility, User interface
What changed: We updated the main navigation for all users to improve accessibility in both expanded and collapsed views, including a non-color indicator for the current page, page name labels in collapsed mode, larger and more consistent click targets, spacing and alignment refinements, mobile logo and padding adjustments, and smoother open and close animations.
Why it matters: These updates make navigation easier to understand and use, especially in collapsed mode, by reducing reliance on color alone and making destinations clearer at a glance.
Why it matters: Users may notice subtle improvements in navigation behavior, spacing, and responsiveness across desktop and mobile experiences.
Action: None.
