HubSpot + Zoom
Create new HubSpot engagements from new Zoom meeting summaries
With this workflow, you ensure rapid follow-ups and increase your productivity by integrating Zoom and HubSpot. After every new Meeting Summary in Zoom, a corresponding Engagement is created in HubSpot. In turn, this helps in keeping all your team members on the same page while streamlining your customer relationship management.
With this workflow, you ensure rapid follow-ups and increase your productivity by integrating Zoom and HubSpot. After every new Meeting Summary in Zoom, a corresponding Engagement is created in HubSpot. In turn, this helps in keeping all your team members on the same page while streamlining your customer relationship management.
- When this happens...
New Meeting SummaryTriggers when a summary is available for a meeting. Note: you must be the meeting host.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create EngagementCreates a new Engagement for a contact, in HubSpot.
ActionWriteCreate a new record or update an existing record in your app.
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New Cloud Recording
Triggers when a new Cloud Recording is completed for a Meeting or Webinar.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Workspace Reservation
Triggers when you reserve a room or device-enabled desk.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Upcoming MeetingRequired
EmailRequired
First NameRequired
Language
Auto Approval
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Meeting IDRequired
Deletion TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Zoom Meeting
This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Meeting TypeRequired
Meeting or Webinar IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMeeting UUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planObject TypeRequired
Properties to Retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update CRM Object
Updates a CRM object in HubSpot
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find CRM Object
Finds CRM objects by searching with filters
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Webinar or Meeting?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Meeting TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Upcoming WebinarRequired
EmailRequired
First NameRequired
Send Confirmation Email to Registrants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Meeting TypeRequired
Info
ID
Topic
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appMeeting UuidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planObject TypeRequired
Properties to Retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Contact EmailRequired
Subscription TypesRequired
Legal Basis Explanation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create CRM Object
Creates a CRM object in HubSpot
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete CRM Object
Deletes a CRM object from HubSpot
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get CRM Object
Gets a CRM object from HubSpot by ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FilenameRequired
Access levelRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Related categories
About Zoom
Related categories
Related Zap Templates
- Create Zoom registrants for new HubSpot form submissions
- Create webinar registrants in Zoom from new HubSpot form submissions
- Turn new Zoom registrants into HubSpot contacts
- Create or update HubSpot contacts for new registrants in Zoom
- Create Zoom webinar registrants from new HubSpot contacts in lists
- Create Zoom registrants for new form submissions in HubSpot
- Create Zoom meeting registrants from new HubSpot form submissions
- Add new Zoom registrants as contacts to a HubSpot list
- Create or update HubSpot contacts for new Zoom meeting registrants
- Add new Zoom meeting registrants to a HubSpot contact list
- Create HubSpot contacts for new Zoom registrants in real-time
- Create HubSpot engagements for new Zoom meeting registrants
- Add new Zoom registrants to HubSpot workflows as contacts
- Register Zoom webinar participants from updated HubSpot deal stages
- Update HubSpot contacts when new Zoom meetings occur
- Add new Zoom webinar registrants to a HubSpot contact list
- Add new Zoom webinar registrants to HubSpot as contacts
- Create Zoom meeting registrants from updated HubSpot contact properties
- Register new HubSpot contacts as Zoom webinar registrants
- Create or update HubSpot contacts for new Zoom webinar registrants
- Add new Zoom meeting registrants to a HubSpot contact list
- Create or update HubSpot contacts for new Zoom meeting registrants
- Generate HubSpot form submissions from new Zoom meeting registrants
- Generate new HubSpot submissions for every new Zoom webinar registrant
- Create new HubSpot contacts from new Zoom meeting registrants
- Create engagements in HubSpot for every new webinar registrant in Zoom
- Create new HubSpot contacts from Zoom meetings
- Update HubSpot contacts when new Zoom meeting registrants sign up
- Add new Zoom webinar registrants to HubSpot contacts list instantly
- Add new Zoom webinar registrants to HubSpot contact list
- Create Zoom meeting registrants from new HubSpot form submissions
- Create or update HubSpot contacts when new Zoom meeting registrants sign up
- Add new HubSpot contacts to Zoom as meeting registrants
- Add new Zoom webinar or meeting participants to HubSpot workflows as contacts
- Create or update HubSpot contacts when new participants join a Zoom meeting or webinar
- Create new Zoom registrants when HubSpot contacts properties change
- Create Zoom meeting registrants from new HubSpot contacts
- Create Zoom meetings for every new HubSpot contact
- Add new Zoom webinar or meeting participants to a HubSpot contact list
- Add new Zoom webinar or meeting participants to a HubSpot contact list
- Add new HubSpot contacts to Zoom as meeting registrants
- Add new Zoom webinar registrants to HubSpot contacts list
- Create Zoom meeting registrants from new HubSpot form submissions
- Add new Zoom meetings' contacts to HubSpot workflows instantly
- Create new HubSpot engagements when new participants join webinars or meetings in Zoom
- Create Zoom meeting registrants from new HubSpot contacts in list
- Update HubSpot contacts whenever Zoom meetings end
- Create tickets in HubSpot from new meeting summaries in Zoom
- Create new HubSpot deals from ended Zoom meetings
Related Zap Templates
- Create Zoom registrants for new HubSpot form submissions
- Create or update HubSpot contacts for new registrants in Zoom
- Create Zoom meeting registrants from new HubSpot form submissions
- Add new Zoom meeting registrants to a HubSpot contact list
- Add new Zoom registrants to HubSpot workflows as contacts
- Add new Zoom webinar registrants to a HubSpot contact list
- Register new HubSpot contacts as Zoom webinar registrants
- Create or update HubSpot contacts for new Zoom meeting registrants
- Create new HubSpot contacts from new Zoom meeting registrants
- Update HubSpot contacts when new Zoom meeting registrants sign up
- Create Zoom meeting registrants from new HubSpot form submissions
- Add new Zoom webinar or meeting participants to HubSpot workflows as contacts
- Create Zoom meeting registrants from new HubSpot contacts
- Add new Zoom webinar or meeting participants to a HubSpot contact list
- Create Zoom meeting registrants from new HubSpot form submissions
- Create Zoom meeting registrants from new HubSpot contacts in list
- Create new HubSpot deals from ended Zoom meetings
- Create webinar registrants in Zoom from new HubSpot form submissions
- Create Zoom webinar registrants from new HubSpot contacts in lists
- Add new Zoom registrants as contacts to a HubSpot list
- Create HubSpot contacts for new Zoom registrants in real-time
- Register Zoom webinar participants from updated HubSpot deal stages
- Add new Zoom webinar registrants to HubSpot as contacts
- Create or update HubSpot contacts for new Zoom webinar registrants
- Generate HubSpot form submissions from new Zoom meeting registrants
- Create engagements in HubSpot for every new webinar registrant in Zoom
- Add new Zoom webinar registrants to HubSpot contacts list instantly
- Create or update HubSpot contacts when new Zoom meeting registrants sign up
- Create or update HubSpot contacts when new participants join a Zoom meeting or webinar
- Create Zoom meetings for every new HubSpot contact
- Add new HubSpot contacts to Zoom as meeting registrants
- Add new Zoom meetings' contacts to HubSpot workflows instantly
- Update HubSpot contacts whenever Zoom meetings end
- Turn new Zoom registrants into HubSpot contacts
- Create Zoom registrants for new form submissions in HubSpot
- Create or update HubSpot contacts for new Zoom meeting registrants
- Create HubSpot engagements for new Zoom meeting registrants
- Update HubSpot contacts when new Zoom meetings occur
- Create Zoom meeting registrants from updated HubSpot contact properties
- Add new Zoom meeting registrants to a HubSpot contact list
- Generate new HubSpot submissions for every new Zoom webinar registrant
- Create new HubSpot contacts from Zoom meetings
- Add new Zoom webinar registrants to HubSpot contact list
- Add new HubSpot contacts to Zoom as meeting registrants
- Create new Zoom registrants when HubSpot contacts properties change
- Add new Zoom webinar or meeting participants to a HubSpot contact list
- Add new Zoom webinar registrants to HubSpot contacts list
- Create new HubSpot engagements when new participants join webinars or meetings in Zoom
- Create tickets in HubSpot from new meeting summaries in Zoom