HubSpot Zoom Integration: How Does It Work?
September 18, 2022
HubSpot integrations help you expand the functionality of the CRM platform by clubbing it with a suitable third-party application. Depending on your business needs, you can choose to integrate HubSpot with an ideal application. This perfectly blends two different applications on a single unified platform.
HubSpot integrations prevent users from switching between two platforms. It also eliminates unnecessary data siloes and the need to reconcile datasets manually. An integrated platform is equipped with a consistent and organized database consisting of the tools and features offered by both integrated platforms.
HubSpot can be readily integrated with several platforms, including Zoom. Zoom is arguably the biggest winner in collaborative platforms during the pandemic. Thousands of businesses rely on Zoom to connect with their employees, partners, and stakeholders. Zoom saved several businesses from shutting their doors during the pandemic.
By integrating Zoom and HubSpot, you can enhance your meetings and use the data collected from them in your HubSpot account. While it allows you to invite your HubSpot contacts to Zoom webinars, the integration helps you log your Zoom contacts into HubSpot for nurturing them.
Before understanding how the integration between HubSpot and Zoom works, let us briefly look at both platforms.
What Is HubSpot?
HubSpot is a CRM platform specializing in inbound marketing. It helps businesses keep track of their relationships with prospects and employees. It lets you streamline your sales processes, create targeted marketing campaigns, handle personalized customer cases, and build robust websites.
HubSpot helps you be there for your prospects from the moment they are approached and stay with them throughout their journeys as they turn into loyal customers. It stores all essential details about every single contact managed by your business and uses the same to provide personalized services to your customers.
What Is Zoom?
Zoom is an online collaborative platform that allows you to connect with peers, friends, colleagues, and practically any other Zoom user. It specializes in video conferences and will enable users to manage their contacts as they interact with them over video calls.
Zoom allows users to connect via phone, chat, video calls, and audio calls. Businesses use Zoom for conducting virtual meetings for several purposes, such as interviewing new candidates, conducting team meetings, connecting with remote workers, getting in touch with overseas clients, and much more.
The Benefits Of Integrating HubSpot And Zoom
If you look closely at how businesses use Zoom, you will realize that a lot depends on effective contact management. From scheduling meetings to taking notes, Zoom lets you connect with your business contacts through a seamless virtual platform.
Integrating HubSpot with Zoom enhances contact management and provides you with the best of both worlds. If you have been using Zoom for conducting business meetings, combining it with your HubSpot account streamlines a lot of your business processes.
Here are some of the most important benefits of integrating HubSpot and Zoom:
Inviting HubSpot Contacts To Zoom Webinars
The two years of the pandemic have made everyone realize the power of virtual mass communication. As a result, brands have started conducting webinars to connect with their audiences on several occasions, such as launching a product, running a virtual event, organizing a conference, hosting a panel discussion, inviting influential people to talk, and much more.
If you plan to conduct such online webinars for contacts, you can invite them to the Zoom webinars using HubSpot. HubSpot lets you reach out to every connection with a personalized message asking them to the webinar on Zoom. So, in a way, HubSpot acts as your virtual event manager if you plan to host a webinar on Zoom.
Scheduling Meetings Automatically
Client meetings are critical if you are willing to build your clientele and are looking for loyal customers. Along with lead forms, many businesses (especially service providers) add the option of scheduling a meeting to their websites.
An integration between HubSpot and Zoom allows you to schedule such meetings automatically and provide your prospects with all relevant details regarding the meetings. In addition, the integration lets you keep your potential clients updated about the meetings and ensure they are conducted smoothly.
Viewing Attendance Details
Integrating HubSpot with Zoom helps you view the attendance details regarding your contacts attending your Zoom meetings. For example, if you have organized a webinar, it enables you to get a detailed overview of the people who attended. If they are logged into your HubSpot database, you can see important details and reach out to them after the webinar to nurture them.
The integration also allows you to sort and filter your HubSpot contacts based on the attendance you see for your webinar.
Keeping Your Database Clean
An integrated platform will prevent you from adding duplicate contacts twice within your database if you are using a Zoom meeting or a Zoom webinar for generating new leads. However, if you use both platforms independently, you will need to reconcile the data manually, which is much more tedious and time-consuming.
Integrating HubSpot with Zoom ensures that the details regarding contacts already stored within your database are not re-recorded. In addition, the platform would automatically prevent you from adding duplicate records, keeping your database clean.
Prerequisites For Integrating HubSpot With Zoom
If you are willing to integrate your HubSpot account with Zoom, you will need to install the Zoom integration. For this, you would be required to fulfill the following conditions:
- First, you need to be a super admin in HubSpot.
- You should have admin permissions in your Zoom account.
- You will not be able to connect multiple Zoom accounts with a single HubSpot account. However, numerous users in one corporate Zoom account can use the integration after it is connected.
Make sure that your Zoom account fulfills the prerequisites set by Zoom for integrating it with HubSpot.
How To Install The Zoom Integration Within Your HubSpot Account?
Here are the simple steps involved in integrating the Zoom integration in your HubSpot account to bring the two platforms together:
- Go to your HubSpot account and click on the “Marketplace” icon in the main navigation bar. Now, select “App Marketplace.”
- Look for the Zoom integration using the search bar.
- Click on “Install App.”
- Enter your Zoom login credentials in the dialog box. Now, click on “Sign In.”
- You will now be prompted to give permission to let HubSpot access your Zoom account. Click on “Allow.”
- Finally, you would be redirected to your HubSpot account, where Zoom will appear under the section “Connected Apps.”
The Final Word
Integrating HubSpot and Zoom makes virtual collaborations even more seamless and practical. In addition, it helps you manage your contacts on both platforms by blending their features and functionalities onto a centralized platform.
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