Connect Zoom to HubSpot: Easy Integration Guide

How to Connect Zoom to HubSpot

Integrating Zoom with HubSpot streamlines communication and enhances customer engagement by leveraging video conferencing and webinar capabilities directly within the HubSpot platform. This integration allows for the addition of Zoom videoconference links to HubSpot scheduling pages, syncing of webinar registration and attendance details, and viewing of Zoom cloud recordings on contact timelines, among other features. The process involves several steps, including prerequisites, installing the Zoom app, managing individual and global Zoom settings, and utilizing Zoom features within HubSpot.

While manually connecting HubSpot to Zoom offers a range of benefits, automating this process with Bardeen can significantly reduce manual workload.

Prerequisites

Before initiating the integration process, ensure that you meet the following criteria:

• You must be a super admin in HubSpot.
• You must have admin permissions in the Zoom account.
• If you have the Business Units add-on, you can connect a unique Zoom account to each business unit. Without this add-on, multiple users in a single corporate Zoom account can use the integration once it is connected.
• For webinar integration, your Zoom account must have the Zoom webinar add-on.

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 App

To integrate Zoom with HubSpot:

1. In your HubSpot account, click the marketplace icon in the main navigation bar, then select App Marketplace.
2. Use the search bar to locate the Zoom (Built by HubSpot) app.
3. Click Install app.
4. In the dialog box, enter your Zoom login credentials, then click Sign in.
5. Grant permission for Zoom for HubSpot to access your Zoom account by clicking Allow.
6. 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

To view and adjust your individual settings for the Zoom integration:

1. In your HubSpot account, click the marketplace icon in the main navigation bar. Under Manage, select Connected apps.
2. Click the Zoom integration.
3. Click the My settings tab.
4. Here, you can see which Zoom user is connected to your HubSpot user, manage meeting and webinar sync settings, and select specific meetings or webinars to sync.

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:

1. In your HubSpot account, click the marketplace icon in the main navigation bar. Under Manage, select Connected apps.
2. Click the Zoom integration.
3. Click the Global settings tab.
4. Here, you can enable the syncing of all past, present, and future Zoom meetings and webinars for all users in the HubSpot account. You can also manage exclusions to prevent certain domains or internal employees from being synced or created as new contacts in HubSpot.

Enhance your HubSpot automation by integrating with Salesforce, LinkedIn, and Slack for a comprehensive workflow solution.

Utilizing Zoom Features within HubSpot

After connecting Zoom to HubSpot, you can:

• Add Zoom links to your HubSpot meeting links.
• Automate the addition of contacts to Zoom webinars using HubSpot workflows.
• View Zoom webinar registration and attendance details on a contact timeline.
• Segment contacts using Zoom webinar properties.

These features enhance the integration of communication tools, making it easier to manage meetings, webinars, and customer interactions directly within HubSpot.

While manually connecting HubSpot to Zoom offers a range of benefits for streamlining communication and data management, automating this process with Bardeen can save even more time and reduce the manual workload. For instance, automating the creation of contacts or tickets in HubSpot from Zoom meetings or webinars ensures that your CRM is always up-to-date with the latest interaction data, without the need for manual entry.

Here are examples of how Bardeen can automate HubSpot processes related to Zoom interactions:

1. Automate HubSpot Contact Creation from Calendly Meetings: This automation directly creates a new contact in HubSpot whenever a meeting is scheduled in Calendly, which is particularly useful after a Zoom call scheduled via Calendly.
2. Create HubSpot ticket: Efficiently manage customer service requests by automatically creating HubSpot tickets from Zoom meeting follow-ups, ensuring every query is tracked and resolved.
3. Sync LinkedIn Emails with HubSpot CRM: Enhance your CRM data by enriching and syncing LinkedIn emails to HubSpot, useful for contacts met through Zoom networking events.

By implementing these automations, you can ensure that valuable insights and interactions from Zoom are seamlessly integrated into HubSpot, streamlining workflows and enhancing data accuracy. Start automating today by downloading the Bardeen app.