Zoom webinar reports11/9/2022 ![]() ![]() Head over to Zoom on your Webinar settings page and copy the Webinar ID, a 9-digit number near the top of the page just below the time field.Ĭreate your webhook URL. Next in your workflow, add the “Trigger a webhook” action and use “POST” as the Method. ZOOM WEBINAR REPORTS REGISTRATIONSet the Enrollment Trigger as Contact has filled out your webinar registration form. Create Hubspot Registration Workflow and Zoom WebhookĬreate a workflow to automate the registration process and complete your integration with Zoom. Follow up emails (Optional, but can be used to send attendees and absentees the webinar recording or additional content after the webinar has wrapped)Ĭreate all your Hubspot content as referenced above.Reminder emails (Optional, but will remind attendees to join the webinar).An automated workflow to tie the above 4 items together and to insert the Zoom webhook. ![]() Registration email confirmation with unique join link.Registration thank you page (to redirect users to after they submit the registration form). ![]() Create Hubspot Forms, Landing Pages, and EmailsĬontent you’ll need to create in Hubspot: If you are using Hubspot for notification emails, turn off Zoom’s emails on the Email Settings tab at the bottom of the page by clicking Edit next to each email and unchecking the boxes to send that email.Ĥ. Edit Approval Options again, and click on the Questions tab, and deselect all of the Required boxes to prevent any of the Zoom registration form fields from being required. IMPORTANT: If you plan on using a Hubspot form/page to register attendees for the webinar, you’ll need to mark Zoom’s registration form fields as not required. Make sure “Automatically Approve” is selected. On the webinar settings page, scroll down to the bottom of the page and the Invitations tab. Enter your webinar Topic, Date, Time, and other desired settings.Īfter you have completed all of your webinar settings, click “Schedule” at the bottom of the page. In Zoom’s left-hand menu, navigate to My Webinars→ Schedule a Webinar. Create a Webinar in Zoom & Adjust Settings Paste your Hubspot API key and save changes.ģ. In the left-hand menu, scroll down to the “Advanced” section near the bottom of the menu and select “Integration.” Locate Hubspot in the list of integration vendors and click “Configure” to the right of its name. In HubSpot, click on your profile name in the top right corner and select “Integrations.” On the left, click on “HubSpot API key.” Then click “Show key” and copy the key. In this step, you’ll set up the “link” between Hubspot and Zoom so they can communicate with each other. ![]() You’ll also need administrator privileges in both services to complete all of the below steps. Make Sure Your Zoom & Hubspot Accounts Are Active After hours of research, gathering sources, and talking to Zoom directly, I've gathered all of the missing pieces and required details for a successful integration.ġ. ZOOM WEBINAR REPORTS HOW TOThere are numerous tutorials on the web with instructions on how to integrate a Zoom with Hubspot, but I couldn't find one that was completely exhaustive. If we are already using Hubspot as a CRM, the integration also allows us to capture valuable data on leads that would otherwise be divorced from our webinar. (i.e.Many marketers like you and I seek to integrate Zoom and Hubspot to control communication with webinar attendees so we can send out branded, engaging invitations, confirmation emails, and follow-up communication.
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