Integrating Zoom Registrants with HubSpot CRM Using Let

Learn how to automate adding Zoom meeting registrants as contacts in HubSpot CRM using Let. Follow our step-by-step guide for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

Setting Up Automation Between Zoom and HubSpot CRM

To automate the process of adding Zoom meeting registrants as contacts in HubSpot CRM, we will use Let. This integration allows financial advisers to streamline their lead management efficiently. The goal is to ensure that every registrant for a Zoom webinar is automatically added to the HubSpot CRM.

First, navigate to the Let homepage by entering the URL in your browser. Once there, sign in or create a new account. New users will receive 100 free tasks monthly to explore the automation capabilities. After logging in, you will see the dashboard where you can manage your workflows.

Creating a New Workflow in Let

The next step involves creating a new workflow in Let. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this process, name it ‘Create HubSpot Contact from Zoom Registrant’. Select a folder to save your workflow, ideally one dedicated to Zoom-related automations.

Once the workflow is created, you will see two windows: triggers and actions. The trigger will be set to Zoom, while the action will be set to HubSpot. This means when a new registrant is added in Zoom, their information will be sent to HubSpot CRM as a new contact. This setup ensures that you can efficiently manage your leads without manual entry.

• Name your workflow appropriately.
• Select the right folder for organization.
• Define the trigger event as Zoom registration.

After setting up the workflow, you can begin linking the applications. Select Zoom as your trigger application, then choose the event that will start the workflow, which is the new registrant addition.

Linking Zoom and HubSpot CRM

To establish the connection between Zoom and Let, you need to create a new connection. Click on the ‘Connect’ button and select ‘Add New Connection’. You will then need to generate a token from your Zoom account. Log into your Zoom account, navigate to the App Marketplace, and select ‘Develop’ to create a new app.

Choose to create a General app. When prompted, enter the redirect URL provided by Let. After creating the app, you will receive a secret token. Copy this token and return to Let to complete the connection.

• Log into Zoom and access the App Marketplace.
• Create a new app and provide the required redirect URL.
• Copy the generated token back to Let.

Once the connection is established, you will need to set up an event subscription in Zoom to listen for new registrations. Select the appropriate event (e.g., Meeting Registration Created) and paste the webhook URL from Let to complete the integration.

Testing the Integration

After successfully linking Zoom and HubSpot CRM through Let, it’s crucial to test the integration. Go back to your Zoom account, navigate to the meeting section, and create a test registration. Fill in the necessary details to simulate a registrant.

Once the registration is completed, return to Let and check if the response from Zoom was captured correctly. You should see the registrant’s details such as name, email, and phone number. This confirms that the integration is functioning correctly.

Create a test registration in Zoom. Verify that the response is captured in Let. Check HubSpot CRM to see if the contact is created.

Once confirmed, you can proceed to set up the action in Let to create a contact in HubSpot CRM using the data received from Zoom.

Finalizing the Workflow

The last step in this integration process is to finalize the workflow by mapping the captured data to HubSpot CRM fields. Select HubSpot as the action application and choose the option to create a contact. You will need to connect to your HubSpot account, enter the necessary details, and map the fields appropriately. using Pabbly Connect

For example, map the first name, last name, email, and phone number from the Zoom registration to the corresponding fields in HubSpot CRM. After mapping, click ‘Save and Send Test Request’ to ensure the contact is created successfully.

Once you verify that the contact appears in HubSpot, your integration is complete. This setup will now automatically add any new Zoom registrants as contacts in HubSpot CRM, allowing you to follow up with leads efficiently.

Conclusion

This tutorial illustrates how to automate adding Zoom meeting registrants as contacts in HubSpot CRM using Let. By following these steps, you can streamline your lead management process and enhance your business efficiency.