The Zoom Events integration with HubSpot automatically registers contacts from a HubSpot workflow to a Zoom Event. Once contacts are registered for an event, they can access event content and attend event sessions. Attendees can then be added back to a HubSpot workflow for marketing follow-up. The HubSpot integration allows you to:

• Automatically register HubSpot contacts for a Zoom Event using a HubSpot workflow.
• Add event attendees to a HubSpot workflow via a contact trigger.

This article covers:

• How to add the HubSpot app to your Zoom account
  • Add Zoom app to your HubSpot account
• How to use Zoom Events with HubSpot
  
  • Register contacts from a HubSpot workflow
  • Add Zoom Event attendees to a HubSpot workflow
  • Send unique join link to HubSpot contact field
  • Include additional registration data to HubSpot sync
• Zoom Events information shared with HubSpot
• Zoom Events + HubSpot data security

Prerequisites for using HubSpot with Zoom Events

• Pro, Business, Enterprise, or Education account
• Zoom Events Unlimited license or Zoom Events Pay Per Attendee license; or, Zoom Sessions Unlimited license or Zoom Sessions Pay Per Attendee license
• Stripe or PayPal Business account is required to create paid events

How to add the HubSpot app to your Zoom account

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. Access the Zoom App Marketplace, using your admin account.
3. Search for the Zoom Events for HubSpot app.
4. In the search results, click the Zoom Events for HubSpot app.
   The Zoom Events for HubSpot app page will appear.
5. Under App Permissions, click the Approve use of this app toggle to enable or disable it.
   • Select from the following options:
     • All users on this account: All users on the account will have access to Marketo.
     • Specific users or user groups on this account: Approve specific groups or users from your account to have access to Marketo.
       1. Click Total Approved to add the users or groups from your account that you want to have access to Marketo.
       2. Click Save.
6. After configuring app permissions, click Add.
7. On the app description page, review the permissions, requirements, and details of the app. When you're ready to install the app, click the Allow button.
   You will be prompted to sign into HubSpot.
8. Sign in to HubSpot with your account credentials.
   Once you're signed in, you will be asked if you want to give the Zoom Events HubSpot app access to your HubSpot account.
9. Review the scopes of the app, then click Choose Account.
   Once accepted, you will be taken to the success page, which will display that the app has been installed successfully.
10. Click Configure Events.
    You will be directed to the HubSpot configuration page.

Note: The Zoom admin who downloaded the HubSpot app must be added as a hub host for the hubs that have events connected with HubSpot. If the admin is not added as a hub host for those hubs, the app will not sync with the appropriate events.

Add the Zoom app to your HubSpot account

Note: If you followed the above steps, this action should have been completed automatically.

You can also add the app manually by following these steps:

1. Sign in to your Hubspot account.
2. In the top navigation bar, click the Marketplaces icon, then click App Marketplace in the dropdown.
3. In the search bar, search for the Zoom Events for Hubspot app.
4. Review the app details and read the setup guide.
5. When you're ready to install the app, click the Install App button.
   A similar installation process will start.
   Note: You may be prompted to log in to Zoom, if you're not already signed in, and follow the instructions to complete the installation.

Once completed, you will be taken to the success page, which will display that the app has been installed successfully.

How to use Zoom Events with HubSpot

Note: If a registration comes from an external marketing form or workflow, that registrant will be granted guest join authentication automatically.

Register contacts from a HubSpot workflow

1. Create a HubSpot workflow.
2. Click the + sign in the workflow and add the action step:
   • Scroll down to the HubSpot Zoom Events app section and add the action, Register User to Zoom Events, to the workflow.
     Once the action step is added, in the panel, there will be a box to add the Event ID and to add the Ticket Type ID. These IDs are found in the Zoom Events configuration.
3. Review and publish the HubSpot workflow.

Contacts will move through the workflow, based on the workflow setup. Once contacts reach the action step, they will be automatically registered for the corresponding event and ticket and automatically added to the Zoom Event.

Contacts registered from the HubSpot workflow may receive emails from Zoom Events, based on the email configurations in the Zoom Events application.

Add Zoom Event attendees to a HubSpot workflow

1. Create a HubSpot workflow.
2. Add a generic Contact enrollment trigger to the top of the workflow.
3. Access the HubSpot Settings tab .
4. Click Integrations, then click Connected Apps.
5. Click Configure Triggers.
   After clicking Configure Triggers, a new page will open. A table will display all published events automatically with details of the event name, event ID, start date, and end date. Each row of the table corresponds with a published Zoom Event. 
6. To connect an event to a HubSpot workflow, click Configure, then click the Add Workflow dropdown.
   After clicking the Add Workflow dropdown, a list of all HubSpot workflows will appear.
7. In the dropdown, select an option and click Save.
   Note: You can choose up to 5 HubSpot workflows per event.

In Zoom Events, once a contact attends their first event session, they will automatically be enrolled in the connected HubSpot programs.

If the contact does not already exist in HubSpot they will be created as a new contact and enrolled in the connected HubSpot program.

Note: HubSpot users can see the list of their events when they open the configuration page and can choose a HubSpot workflow where event registrants will be added. When a user registers through a Zoom form for an event, they will be automatically added to the workflow using that contact trigger. Additionally, for multiple sessions events, you can add multiple fields to link to a workflow.

Send unique join link to HubSpot contact field

Hosts can automatically sync the unique join link for each registrant into a HubSpot field or custom object. The join link matches the authentication method defined in the event (i.e., Zoom account authentication, guest join, or group join).

1. In the Zoom Events configuration table, click the Event Join Link dropdown menu option.
2. In the dropdown, pull all the contact fields from HubSpot, both default and custom.
3. Select a field.
   When a person registers for the event, their unique join link will be passed to that field.

The join link will match the authentication methods and behaviors defined in the event (Zoom account authentication, guest join, or group join). The join link mapping can be updated from event to event.

Include additional registration data to HubSpot sync

Event organizers can map all registration fields (system and custom) and allow them to flow into HubSpot automatically through the integration. All registration data will flow from the Zoom registration form to a HubSpot contact who registers for an event.

1. Create a HubSpot workflow.
2. Add a generic Contact enrollment trigger to the top of the workflow.
3. Access the HubSpot Settings tab .
4. Click Integrations, then click Connected Apps.
5. Click Configure Triggers.
   After clicking Configure Triggers, a new page will open. A table will display all published events automatically with details of the event name, event ID, start date, and end date. Each row of the table corresponds with a published Zoom Event. 
6. Under the Sync column and to the right of the event you want to manage, click Configure.
   A pop-up window will appear.
7. In the window, click the Field Mapping tab.
   A two-column list with the Zoom Events fields and HubSpot fields will appear.
8. Under Event Fields, click the dropdown menu to select a field.
9. Under Sync to HubSpot Fields, click the dropdown menu to select a field to sync to HubSpot.
10. (Optional) Click + Add Field to add more fields.
11. When you're finished adding fields, click Save.

Notes:

• You can map any Zoom Events standard or custom field to any HubSpot standard or custom contact field. Multiple Zoom Events fields can be mapped to the same HubSpot contact field.

• Event-level questions and the ticket-level questions are supported. For ticket-level questions, the dropdown will appear as a tree that shows the ticket label, and then the custom questions under that ticket. Based on the field mapping, when a contact registers for the Zoom Event, the mapped registration questions will update accordingly for an existing contact or populate accordingly for a new contact created.

Zoom Events information shared with HubSpot

• Attendee Information: Information about people who attend your event is shared with Hubspot. This includes the attendee's name, email, and organization.
• Event Information: Information about your event is shared with Hubspot to register attendees to your event. This information is limited to the Event ID and Ticket Type ID. This information is supplied by the user and not provided automatically.

Zoom Events + HubSpot data security

This app accesses and uses the following information from your Zoom Event:

• Attendee Information: Information about people who attend your event is used to create HubSpot contacts and register users to workflows.
• Workflow Information: Your HubSpot workflows are used to link your Zoom Events to your Hubspot workflows. These workflows are triggered automatically when your Zoom Events session ends once linked.
• Event Information: Your event data is used by the app to display and search events on the app’s configuration page. Your event data is also used to link HubSpot workflows to your event.