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Integrations

Add Zoom to your HubSpot meeting links

Ultima atualização: Agosto 17, 2021

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After connecting the Zoom integration, you can add video conference links to your HubSpot meeting links. This will automatically create a Zoom meeting when prospects book one on one time with you.

If you create a team meeting link but do not have your individual Zoom account connected to HubSpot, the Zoom link used in the meeting link will be that of the user who originally connected the Zoom integration. If you have your Zoom account connected, your individual Zoom link will be used. 

Please note:

  • Your HubSpot user email address must match your Zoom user email address to add a Zoom videoconference link to your meeting links. 
  • Your Zoom meeting link will be sent in your Zoom account’s language.
  • If you enable password protection in Zoom, users will be required to enter a password before viewing a recording.

Add Zoom to your meeting link

  • In your HubSpot account, navigate to Sales > Meetings.
  • If you are creating a new meeting link:
    • Click Create meeting link
    • In the Overview tab, click the Add videoconference link dropdown menu and select Zoom
    • Click Save
  • If you are editing an existing link:
    • Hover over the meeting link you want to add a Zoom video conference to and click Edit.
    • In the left sidebar menu, click Overview.
    • Click the Add videoconference link dropdown menu and select Zoom

zoom-meeting-link

  • Click Save. 

When a prospect books a meeting with you, a link to the Zoom video conference will be automatically added to the calendar invite. 

Exclude contacts from being created in HubSpot

If you use Zoom with members of your own organization and want to exclude your team members from becoming new contacts in HubSpot, add your company’s email address in the Contact exclusions section of your Zoom integration settings:

  • Na conta da HubSpot, clique no ícone do Marketplace marketplace na barra de navegação principal. Em Gerenciar, selecione Aplicativos conectados.
  • Under Connected Apps, click Zoom.
  • On the Settings tab, enter the email address that you use for your organization. Once you've entered a valid email address, the switch next to your email address will automatically toggle on.

zoom-exclude-contacts

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.

View recorded meetings on contact timelines

If you use meeting cloud recordings in Zoom, you can view your meeting recordings on the associated contact’s timeline.

zoom-meeting-recording

Please note: cloud recording must be switched on in your Zoom settings.