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Integrations

Connect HubSpot and Zoom

Last updated: January 19, 2023

Applies to:

All products and plans

With the Zoom integration, you can add videoconference links to HubSpot scheduling pages. Depending on your HubSpot subscription, you can also add registrants to your Zoom webinar using a workflow and view Zoom cloud recordings on contact timelines.

Integration requirements

Please note: it is not recommended to connect your Zoom account to multiple HubSpot accounts if there is sensitive or private information that shouldn't be accessible to all connected portals.

Install the Zoom integration

  • In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
  • Use the search bar to locate the Zoom integration.
  • Click Install app
  • In the dialog box, 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, where you'll see Zoom appear under Connected Apps. Click Zoom to link an individual Zoom user account and configure new contact exclusions.

Manage individual Zoom settings

zoom-my-settings

To view your individual settings for the Zoom integration: 

  • In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
  • Click the Zoom integration. 
  • Click the My settings tab.
  • In the Connected User Accounts section, see which Zoom user is connected to your HubSpot user. 
    • To change the connected user, click Change connected user.
    • In the right panel, click the Zoom user account dropdown menu and select the Zoom user you want to connect to your HubSpot user account. If you do not see your user in the dropdown menu, ensure that you have been added as a user to the connected Zoom account. 
  • In the Meetings section, select whether your Zoom meeting recording and transcripts should sync from Zoom to HubSpot. If the options are greyed out, this means your account admin has turned off the setting on a global level
  • In the Webinars section, select which webinars you want to sync from Zoom to HubSpot. 

Please note: if your HubSpot and Zoom user accounts have the same email address, your Zoom user account will automatically be linked to HubSpot and cannot be unlinked.  You can only switch to a different Zoom user account.

Manage global Zoom settings

To view and manage account-wide Zoom settings:

  • In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
  • Click the Zoom integration.
  • Click the Global settings tab.
  • In the Meetings section, click the Sync meeting data toggle on to sync all past, present, and future Zoom meetings for all users in the HubSpot account. You can select whether to sync meeting recordings and transcripts for none of, all, or selected Zoom users in the HubSpot account.
  • In the Webinars section, click the Sync webinar data toggle on to sync webinar data from Zoom to HubSpot. You can select whether to sync webinar data for none of, all, or selected Zoom users in the HubSpot account.
  • In the Exclusions section, you can add domains to prevent webinars and meetings from being synced to HubSpot by users with a specific domain in their email address.
zoom-exclusions 
    • In the Recording exclusions section, click Enter domain or choose from list.
    • Enter the domain (e.g. hubspot.com).
    • In the Contact exclusions section, enter your company’s domain name to prevent internal employees from being created as new contacts in HubSpot.
  • In the Manage individual user settings section, view and manage the settings of individual Zoom users.
    • Click User settings next to the user whose settings you want to edit.
    • In the right panel, check the Sync this user’s meeting recordings and transcripts box to sync all meetings created by this user from Zoom to HubSpot.
    • Check the Sync this user’s webinar recordings and transcripts box to sync all webinar data created by this user from Zoom to HubSpot. 

Learn more about adding Zoom videoconference links to your HubSpot scheduling pages, syncing Zoom webinar information to HubSpot, and reviewing Zoom cloud recordings and transcripts in HubSpot. 

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