Integrating Zoom with HubSpot makes it easy to book and save the data from Zoom meetings.
Here's a quick video to show you how to integrate Zoom with HubSpot.
Video Summary
The transcript is a tutorial on how to connect a Zoom account to a HubSpot account for launching meetings from a meeting link with Zoom. The speaker explains step by step how to add a video conference link by connecting an app to the HubSpot account. They demonstrate how to log in to the Zoom account, give permissions to add Zoom to HubSpot, and manage the extension. The speaker also highlights the importance of the Settings button to control who gets added to the HubSpot account and which user accounts are linked to that Zoom integration.
Once the Zoom settings are configured, the speaker advises going back to the meetings section to verify that the Zoom link is complete. All meetings will now launch using a Zoom link and will be synchronized to the HubSpot account. The tutorial is useful for anyone who wants to integrate their Zoom account with their HubSpot account for better scheduling and customer information management.
Full Transcript
[00:00:06.660]
Let's do a quick video to see how we add your Zoom account to your HubSpot account so you can launch meetings from your HubSpot meeting link with Zoom. We're going to start with this meeting section. Remember, you get to meetings by going to >sales >meetings. Then you can create a scheduling page from scratch. We're going to just go into this test Zoom meeting and edit it. And down here, we see “add a video conference link” to which we're going to connect an app. The app we're going to connect is Zoom. We hit >Connect, and it will ask us to log into our Zoom account. If you have 2FA turned on, which you should, then you’ll need to retrieve your 2FA link. Now you're going to have to give it permissions to add Zoom to HubSpot. And Zoom is enabled. So then we want to add Zoom and save, and then choose “manage the extension.” Now down here in the Connected Apps, which you could also get to by going to the >Settings button and then over here under Account Setup to >Connected Apps.
[00:01:22.420]
You can see Zoom is now a permissioned app on your dashboard. And if you want to look at your settings for Zoom Connection, you go to the Webinars tab and you see what permissions have been granted. You can decide here (Sync data from recordings and transcripts) if you want to sync the data from your recordings and transcripts, which I always think is a good idea. It's just more customer information for your single point of truth. And here you also have the Settings tab. Now, this settings button is really important. If you don't want every single person in your company who joins a Zoom meeting to become a contact in HubSpot, what you want to do is add your domain. And just the domain will do, and then turn this button on. And that way, anyone from your domain that joins a Zoom meeting is not going to get added to your HubSpot account. And then you can also see which user accounts are linked to that Zoom integration. Once you're done with that and your Zoom settings are the way you want them, go back into your meetings. When we triggered the integrations activity it actually launched a new window, so my meetings are still open in the original tab. And your Zoom link is complete.
[00:02:25.910]
All your meetings will now launch using a Zoom link and will be synchronized to your account.