Integrations

Use HubSpot's integration with Zoom

Last updated: January 17, 2019

Marketing Hub

With the Zoom integration, you can add video conference links to scheduled meetings in HubSpot and easily add registrants to your Zoom webinar using a workflow.

 

Install the Zoom integration

Please note: any user with admin permissions in a Zoom account can activate the integration in their HubSpot account. 

  • In your HubSpot account, click your account name in the top right corner, then click Integrations.
  • In the upper right, click Connect an app.  
  • Search for the Zoom integration, then hover over it and click View integration
  • In the dialog box, click Connect to Zoom
  • Enter your Zoom login credentials, then click Sign in.
  • You'll be prompted to grant permission for Zoom for HubSpot to access your Zoom account. Click Allow.
  • You'll be redirected back to HubSpot, with a dialog box informing you that Zoom for HubSpot was installed.

 

Add a Zoom link to your meetings links

Please note: your HubSpot user email address must match your Zoom user email address in order to add a Zoom videoconference link to your meetings links.

You can add a Zoom videoconference link to your meetings links to automatically create a Zoom meeting when prospects book time with you:

  • In your HubSpot account, navigate to Sales > Meetings.
  • Hover over the meeting link you want to add a Zoom video conference to and click Edit. Or click Create meeting link
  • If you are editing an existing link, select Configuration in the left sidebar menu. If you are creating a new meeting link, enter your meeting details, then click Next
  • On the Configuration screen, click the Add videoconference link dropdown menu and select Zoommeeting-link-editor-configuration-tab
  • Click Save

When a prospect books a meeting with you, a link to the videoconference will be automatically added to the calendar invite. If you are using the Google Calendar two-way integration with HubSpot, learn more about adding a videoconference link to a meeting scheduled from a record in the CRM.

 

Add registrants to a webinar using workflows 

Please note: HubSpot's integration with Zoom only accepts three required fields: First name, Last name, and Email. If the registration link requires any other fields, the registration workflow action will fail.

Add your contacts from HubSpot to your Zoom webinar using a workflow action:

  • In your HubSpot account, navigate to Automation > Workflows.
  • Create a new workflow or hover over an existing workflow and click Edit.  
  • In the workflow editor, click the plus (+) icon to add a new action. 
  • In the Choose an action pane, select Add contact to Zoom webinarworkflow-editor-add-action-zoom-webinar
  • Enter your Webinar ID, then click Save
  • Add any additional workflow actions.
  • Click Review, then click Turn on to activate your workflow and add contacts to your webinar. 

When a contact is added to a webinar, the contact property Zoom Webinar Join Link will be updated with a join link for that webinar.contact-record-view-properties-zoom-webinar-join-link

You can use this property as a personalization token in your emails, or segment contacts in a list by webinar ID.

For example, you could create a list using the criteria "The contact property Zoom Webinar Join Link contains [webinar ID]" and create a list of all of your webinar registrants for that particular webinar. create-list-list-criteria-zoom-webinar-id

Please note: the Zoom Webinar Join Link property is a single text field and will be overwritten if the contact is enrolled in another workflow that adds them to a Zoom webinar.