HubSpot + Zoom

Create tickets in HubSpot from new meeting summaries in Zoom

When a new meeting summary is recorded in Zoom, this workflow will create a ticket in HubSpot instantly. It's an excellent tool for updating client records or tracking customer service issues derived from the meetings. Streamline your process and ensure nothing falls through the cracks in your client communications.

When a new meeting summary is recorded in Zoom, this workflow will create a ticket in HubSpot instantly. It's an excellent tool for updating client records or tracking customer service issues derived from the meetings. Streamline your process and ensure nothing falls through the cracks in your client communications.

  1. When this happens...
    ZoomZoom
    New Meeting Summary

    Triggers when a summary is available for a meeting. Note: you must be the meeting host.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Ticket

    Creates a Ticket in HubSpot.

    ActionWrite
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Supported triggers and actions

  • Zoom triggers, actions, and search

    New Meeting Summary

    Triggers when a summary is available for a meeting. Note: you must be the meeting host.

    Trigger
    Instant
    Try It
    • Webinar or Meeting?Required

    Trigger
    Instant
    Try It
    • Upcoming Meeting

    Trigger
    Instant
    Try It
    • Upcoming Webinar

    Trigger
    Instant
    Try It
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hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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zoom logo
zoom logo

About Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems
Learn more

Related categories

  • Video Conferencing

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