Use Hubspot with Zoom Meetings: Complete Setup Guide

Connecting Hubspot with the Zoom app lets your teams schedule, track, and analyze online meetings and webinars without leaving Hubspot. This guide walks you step by step through installing the integration, configuring settings, and using Zoom data inside your CRM.

What the Hubspot and Zoom integration does

When you connect Zoom to your Hubspot account, the integration can automatically sync meetings, registrations, and engagement data. This helps sales, marketing, and service teams keep a single source of truth in the CRM.

The integration supports both Zoom Meetings and Zoom Webinars, with different features available depending on your subscription and setup.

Key features of Hubspot Zoom integration

• Create and track Zoom meetings directly from the Hubspot CRM.
• Automatically log Zoom meeting activities on contact records.
• Sync webinar registrations and attendance into contact timelines.
• Use Zoom data in Hubspot lists, reports, and workflows.

Before you begin, confirm that you have admin access to both Zoom and Hubspot, and that you are allowed to install apps in each platform.

Prerequisites for connecting Zoom to Hubspot

To set up the integration properly, you need to meet several requirements in Zoom and in Hubspot.

Zoom requirements

• A Zoom account with the correct permissions to install marketplace apps.
• For webinar tracking, an active Zoom Webinars license.
• Access to the Zoom Marketplace listing for the Hubspot app.

Hubspot requirements

• A Hubspot account with Super Admin or App Marketplace access.
• Appropriate paid tier if you plan to use workflows, advanced reports, or webinar tools.
• Contacts and activities permissions to view and use synced data.

Once these basics are in place, you can safely install the Zoom app for Hubspot.

How to install the Zoom app for Hubspot

Follow these steps to connect Zoom and Hubspot using the official integration from the Zoom App Marketplace.

Step 1: Open the Hubspot app in the Zoom Marketplace

1. Sign in to your Zoom account.
2. Go to the Zoom App Marketplace.
3. Search for “Hubspot” and open the Hubspot app listing.
4. Review the permissions requested by the app so you understand what data will sync.

Step 2: Install and connect your Hubspot account

1. Click Install on the Zoom app page.
2. Zoom may prompt you to authorize the requested scopes; accept to continue.
3. You will be redirected to sign in to your Hubspot account if you are not already logged in.
4. Select the correct Hubspot portal if you manage multiple accounts.
5. Click Connect app or the equivalent authorization button.

After authorization, Zoom and Hubspot will establish a secure connection and start syncing according to the default settings.

Configure integration settings inside Hubspot

Once the app is installed, you can fine-tune how Zoom data flows into Hubspot so that your team sees only the information they need.

Access the Zoom settings in Hubspot

1. Log in to your Hubspot account.
2. Navigate to Settings (usually via the main navigation bar).
3. Open the Integrations or Connected Apps section.
4. Select the Zoom integration from your list of installed apps.

Here you can edit contact sync options, meeting logging rules, and webinar preferences.

Choose how Zoom meetings log in Hubspot

Common options include:

• Automatically create timeline activities for every Zoom meeting.
• Associate Zoom meetings with matching contacts based on email address.
• Define which meeting types or hosts should sync into Hubspot.

Adjust these settings according to your internal process so that sales and service representatives see consistent data in the CRM.

Set webinar registration and attendance sync

If you have Zoom Webinars, you can configure the integration to push registration and attendance directly into Hubspot:

• Create or map registration fields to contact properties.
• Enable automatic creation of new contacts when someone registers.
• Log attendance, absence, and duration as properties or timeline events.

This data can then be used to create segments or trigger follow-up campaigns in Hubspot.

Use Zoom meetings inside Hubspot

With the integration active, your team can manage Zoom activities from various tools within Hubspot, helping keep everything in one workflow.

Schedule Zoom meetings from Hubspot records

1. Open a contact, company, deal, or ticket record in Hubspot.
2. Click the button or meeting option that allows you to create an online meeting.
3. Select Zoom as the meeting provider.
4. Set the date, time, and participants, then save.

The integration will generate a Zoom meeting link and log the meeting on the Hubspot timeline, making it easy for the team to track interactions.

Track past Zoom meetings in Hubspot timelines

After your call ends, meeting details appear automatically in the associated contact records. Typically this can include:

• Meeting topic and description.
• Date, time, and duration.
• Host and attendees, when identifiable by email.

Reps can review past Zoom engagement directly in Hubspot before the next outreach, improving context for every conversation.

Use Zoom webinar data in Hubspot marketing

Marketing teams can leverage Zoom webinar information for segmentation, nurturing, and reporting inside Hubspot.

Build lists based on Zoom webinar engagement

Once webinar registrations and attendance sync into Hubspot, you can build active lists such as:

• Contacts who registered but did not attend a specific webinar.
• Leads who attended webinars in a given topic category.
• High-intent attendees who stayed for most of the session.

These lists are valuable starting points for tailored follow-up workflows.

Trigger workflows from Zoom activities in Hubspot

Depending on your subscription, you can use Hubspot workflows to automate:

• Reminder emails to registrants before the live session.
• Post-webinar follow-up emails and content offers based on attendance.
• Lead scoring adjustments based on webinar participation.

This automation turns Zoom events into structured campaigns that feed reliably into your CRM pipeline.

Manage and remove the Zoom integration in Hubspot

At some point you may need to pause or remove the connection between Zoom and Hubspot, for example when changing accounts or tools.

How to uninstall the Zoom app from Hubspot

1. Go to Settings in Hubspot.
2. Open the Integrations or Connected Apps section.
3. Locate the Zoom integration.
4. Click to uninstall or disconnect the app, and confirm your choice.

Uninstalling stops new data from syncing, though historical data already in Hubspot usually remains unless you remove it manually.

How to remove the Hubspot app from Zoom

1. Sign in to your Zoom account.
2. Open the Zoom App Marketplace and go to Manage.
3. Find the Hubspot app in your installed apps list.
4. Select Remove or the equivalent option and confirm.

This fully revokes access between Zoom and Hubspot at the Zoom side.

Next steps and further Hubspot optimization

After setting up the Zoom integration, review your meeting and webinar processes to ensure teams capture consistent data and follow uniform practices in Hubspot.

To deepen your CRM strategy and marketing automation, consider working with specialists who focus on Hubspot implementations, reporting, and integrations. For guidance on broader digital strategy and CRM optimization, you can explore resources from Consultevo.

For detailed, always-up-to-date instructions directly from the platform, consult the official documentation for the Zoom meetings app for Hubspot. Use this article as your practical overview and checklist while you configure and refine the integration.

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