Last updated: December 5, 2023
The HubSpot App for Zoom Meetings is a Zoom App that enables you to connect directly to HubSpot from within a live Zoom meeting. This allows you to view the meeting participants’ contact records, see information from associated records, and create and associate notes to the call record from within Zoom.
Please note: the HubSpot App for Zoom Meetings is an in-meeting app. This is different from the HubSpot-Zoom integration.
Zoom also requires the following scopes in order to connect:
If you're unable to view the Zoom Apps button in your Zoom meeting window, speak with your account admin.
Once you have the HubSpot App for Zoom Meetings open during the Zoom call, you’re able to view all participants in the Zoom call and create contact records for them, associate records to the call, and create notes during the call.
If any of the sections are greyed out, your account's administrator will need to give you permissions to edit the object record.
The note will be saved to the call record.
After the Zoom meeting has ended, it will be saved to the call index page where you can review the call, its associated records, and the notes that were taken during the meeting.
To uninstall the HubSpot App for Zoom Meetings from your Zoom client: