An automated workflow using zapier
Connects HubSpot + Zoom
Create Zoom registrants for new form submissions in HubSpot
About this workflow template
This automation scenario allows you to connect HubSpot and Zoom
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
HubSpot and Zoom can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in HubSpot
New Form Submission in HubSpot
Triggers when a form is submitted.
Then this action happens in Zoom
Create Webinar Registrant in Zoom
Creates a new webinar registrant.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Zoom registrants for new form submissions in HubSpot.
Part I
Configure Applications
First, we need to connect HubSpot and Zoom to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Connect Zoom to Zapier.
Give Zapier access to your Zoom account, using Zoom credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for HubSpot
Choose the following trigger: New Form Submission (Triggers when a form is submitted.).
Then set up an Action for Zoom
Choose this action: Create Webinar Registrant (Creates a new webinar registrant.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and Zoom.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Zoom registrants for new form submissions in HubSpot!
Related Automation Templates
Supported triggers and actions
New form submission
Triggers when a form is submitted.
triggerbyzapierpipedreamNew contact
Triggers when new contact is available.
triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateiopipedreamNew deal
Triggers when new deal is available.
triggerbyzapieralbatoNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierpipedreamUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Create webinar registrant
Creates a new webinar registrant.
actionbyzapierintegratelyCreate meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
actionbyzapierintegratelypipedreamCreate meeting registrant
Creates a new meeting registrant.
actionbyzapierintegratelyCreate a meeting
This action will create a new meeting.
actionbyiftttintegromatpabbly-connectAdd meeting registrant
Adds a new meeting registrant.
actionbypabbly-connectpipedreamAdd webinar registrant
Add webinar registrant
actionbypipedream
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Zoom
A cloud platform for video and web conferencing, webinars, chat, and virtual events
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
