Zoom is a widely used platform for video conferencing, enabling connections worldwide. Conversely, HubSpot serves as a robust tool for marketing and sales, facilitating business expansion. In this piece, we’ll guide you through linking Zoom with HubSpot, allowing for an integrated use of both platforms.
Step 1: Create a Zoom Account
The first step in connecting Zoom to HubSpot is to create a Zoom account. If you already have an account, you can skip this step. To create an account, go to the Zoom website and click on “Sign Up” in the top right corner.
Step 2: Install the Zoom Plugin for HubSpot
Once you have created your Zoom account, the next step is to install the Zoom plugin for HubSpot. To do this, go to the HubSpot Marketplace and search for “Zoom”. Click on the “Install” button to download and install the plugin.
Step 3: Connect Your Zoom Account to HubSpot
After installing the Zoom plugin, you will need to connect your Zoom account to HubSpot. To do this, go to the “Settings” tab in HubSpot and click on “Integrations”. Scroll down until you see “Zoom” and click on it. Follow the prompts to connect your Zoom account to HubSpot.
Step 4: Create a Meeting Link
Once you have connected your Zoom account to HubSpot, you can create a meeting link that will automatically be added to your HubSpot contacts. To do this, go to the “Meetings” tab in Zoom and click on “Schedule”. Enter the details of your meeting and click on “Save”. The meeting link will now be available in HubSpot.
Step 5: Use the Meeting Link in HubSpot
Finally, you can use the meeting link in HubSpot to schedule meetings with your contacts. To do this, go to the “Contacts” tab in HubSpot and click on a contact. In the “Meetings” section, click on “Schedule Meeting” and select the meeting link that you created in Zoom. The meeting will now be added to your HubSpot calendar.
Conclusion
Connecting Zoom to HubSpot is a simple process that can save you time and make it easier to schedule meetings with your contacts. By following the steps outlined in this article, you can seamlessly integrate these two powerful platforms and take your business to the next level.