Setting up the Hubspot Integration in zoom App
Through our Legacy HubSpot Integration, attendees can instantly be enrolled in a Zoom Webinar, receive customized promotional emails that include their name, company name, logo and other personalized information, as well as receive customized registration confirmations.
Note: The Zoom Marketplace now offers Zoom for Hubspot as a new add-on. To get started, download the Marketplace app, which allows you to integrate Zoom with Hubspot. You can read more about it here.
Prerequisites
- The user must have a Zoom Webinar license (500, 1000, 3000, 5000, 10000, or 50000) in order to start the webinar.
- Users must also have a HubSpot account in order to participate.
- The Zoom account must have administrative access to HubSpot.
How to configure the Hubspot API Key on Zoom
- Log in to your HubSpot account and select Account Menu > Integrations.
- Select Get Your HubSpot API Key in the left panel.
- Copy the key.
- View the API key.
- Go to the Integration page on your Zoom web portal.
- Select HubSpot.
- Copy your HubSpot API Key.
- Save your changes.
Schedule a webinar
- Make a webinar registration available. For more information, click here.
- Copy the webinar ID for later use once you have scheduled your webinar.
- Click Edit on the right side of the Invite Attendees section. Make sure that Automatically Approve is selected. Then, click Save All.
- Click Edit next to Confirmation Email to Registrants: Send Upon Registration in the Email Settings section. You can uncheck Send Confirmation Email to Registrants and click Save.
Note: If you do not want HubSpot to send automated emails and would rather have Zoom send the confirmation email, you can leave this setting unchanged.
Configure the Workflow
- Log in to HubSpot and select Contact > Workflows.
- Create a new Workflow for the Campaign.
- Complete the steps as desired.
- Add an Action and select Trigger a webhook.
- Choose POST for the HTTP method and enter the Webhook URL. The URL will be formatted as https://zoom.us/hubspot/webhook?https://zoom.us/hubspot/webhook?https://zoom.us/hubspot/webhook?event_id=[EventID] Note: The webinar ID from Step 2b should be substituted for [WebinarID] and all hyphens should be removed, e.g. Zoom.us/hubspot/webhook?webinar_id=123webinar_id=123webinar_id=123456789
- Choose Delay as another Action. Choose a 5 minute delay. (This delay is necessary to make sure that the registrant’s unique Join Link is correctly added to the contact information page.)
Testing the Workflow
- Click the Test link and choose an existing Contact.
- Login to your Zoom account and select the Webinars page.
- Click on the name of the webinar you’ve scheduled.
- Scroll down to the Manage Attendees section, click View, and verify that the registrant appears.
- View the contact’s details in HubSpot by returning to its page.
- On the right side of the page you will find the webinar link, which you should click to see. The webinar link should have the unique link that will allow you to join the webinar.
Sending Custom Confirmation Emails
- Send out an email to registrants in Hubspot. Click Insert > Personalization Token in the main body of the email.
- For the Category, choose Contact, and for the Token, choose Webinar Join Link.
- The URL for the webinar will appear now, but it will not necessarily be a link. Changing the source code is required to make this a link.
- To do this, click on the */> button.
- The code should look like:
{{contact.webinar_joinlink}}
- Replace this with
<a href=”{{contact.webinar_joinlink}}”> {{contact.webinar_joinlink}} </a>
- Test it out by clicking Review.