Workflow Template

Save Zoom webinar attendees as contacts in HubSpot

This workflow automates saving Zoom Webinar attendees as contacts in HubSpot, streamlining CRM integration for better lead engagement.
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Create Zoom meeting
Create Zoom meeting
Create HubSpot Contact
Create HubSpot Contact

Workflow Overview

This workflow automates saving Zoom Webinar attendees as contacts in HubSpot, streamlining CRM integration for better lead engagement.
  • Zoom Webinar ID
  • Contacts added to HubSpot

This workflow automates the process of saving Zoom Webinar attendees as contacts in HubSpot.

The process begins by fetching the list of attendees for a specified Zoom webinar. Then, for each attendee, a new contact is created in HubSpot with their first name, last name, and email address. This automation is particularly useful for:

  • Marketing professionals looking to follow up with webinar attendees
  • Businesses aiming to integrate webinar participation into their CRM for sales or networking purposes
Note: This workflow requires access to both Zoom and HubSpot. Customizations can be made to map additional attendee information to HubSpot fields as needed.

By automating the transfer of webinar attendee information into a CRM, businesses can more efficiently engage with potential leads and customers.

Step 1: Install the Bardeen App

To start, ensure the Bardeen app is installed on your device.

Step 2: Navigate to the Magic Box

Open the Bardeen app and go to the Magic Box. Input the command:

Save Zoom webinar attendees as contacts in HubSpot

Step 3: Integrate the Workflow Integrations

Set up integration with Zoom and HubSpot to ensure the workflow runs smoothly. This involves connecting your Zoom account to fetch webinar attendees and your HubSpot account to save these attendees as contacts.

Step 4: Run the Workflow

Once everything is set, execute the workflow. This workflow:

  • Fetches the list of attendees from a specified Zoom webinar once it ends.
  • Then, creates a new contact in HubSpot for each of these attendees, effectively saving their information for future reference.
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How to Efficiently Manage Zoom Webinar Attendees in HubSpot?

Integrating Zoom Webinars with HubSpot for Efficient Contact Management

Integrating Zoom Webinars with HubSpot is a strategic move for businesses aiming to streamline their webinar management and follow-up processes. By connecting Zoom to HubSpot, you can automatically sync webinar registration and attendance details, making it easier to manage your contacts and tailor your marketing efforts. This integration is particularly beneficial for marketing professionals and businesses looking to enhance their CRM capabilities with webinar participation data.

Automating the process of saving Zoom Webinar attendees as contacts in HubSpot can significantly boost your productivity. Discover how Bardeen can make this process seamless, allowing you to focus on creating engaging webinars and nurturing leads.

Setting Up the HubSpot-Zoom Webinar Integration

To begin, ensure you have admin permissions on both your HubSpot and Zoom accounts. Navigate to the Marketplace in your HubSpot account and install the Zoom app. This integration allows you to add videoconference links to HubSpot scheduling pages and, depending on your subscription, add registrants to your Zoom webinar using workflows. It's important to note that this integration does not support Zoom Events or webinars created as part of a Zoom Event.

Automating Webinar Attendee Sync to HubSpot

After installing the Zoom app, configure your webinar sync settings in HubSpot. Enable the 'Sync webinar data' toggle to start syncing webinar data from Zoom to HubSpot. You can choose to sync data for all, none, or selected Zoom users in your HubSpot account. Additionally, manage individual user settings to specify which webinars to sync and whether to include webinar recordings and transcripts. This setup ensures that webinar registrants are automatically saved as contacts in HubSpot, streamlining your lead management process.

With Bardeen, you can automate the transfer of Zoom Webinar attendees into HubSpot contacts, eliminating manual data entry and ensuring your team has immediate access to attendee information for follow-up and engagement.

Maximizing the Integration: Advanced Features and Best Practices

Utilize HubSpot workflows to add contacts to Zoom webinars automatically, enhancing your webinar registration process. Segment your contacts in HubSpot using properties created from the Zoom integration, such as webinar attendance duration and registration details. This allows for more targeted marketing campaigns and follow-ups. Remember to use the primary email address for webinar registrations, as secondary email addresses will not sync to HubSpot.

By leveraging the HubSpot-Zoom webinar integration and automating the attendee sync process, businesses can enhance their CRM strategy, improve lead engagement, and drive more value from their webinar efforts.

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