Create a single source of truth for customer interactions with HubSpot

One of the inarguable benefits of hybrid work is that it’s never been easier to connect with your customers. Whether it’s meetings, webinars, or old-fashioned phone calls, your customers are always a click away.

Your employees, on the other hand, might not have everything they need within arms reach. The data they use to reach their customers likely lives within your Customer Relationship Management (CRM) platform. And if your CRM doesn’t connect with the tools you use for outreach and communications, you could be in for a lot of tedious busywork.

HubSpot and Zoom work together seamlessly to help your teams build stronger relationships with prospects and customers, streamline communications, and deliver insights in context without the need to switch between systems. 

“Zoom is one of HubSpot’s most popular integrations,” says Patrice O’Connell, Senior Product Manager at HubSpot. “Initially, we just wanted to bring best-in-class video conferencing to our users. Today, we continuously hear from customers how much they love Zoom and want us to keep adding new capabilities to our integration.” 

HubSpot’s integrations with Zoom cover a broad range of use cases designed to help marketing and sales users save time and optimize critical workflows that drive business growth, from first contact to closing the deal.

Let’s start with where you meet your customers, leads, and prospects. Zoom Meetings are one of the most popular ways of connecting with people across many industries, and HubSpot’s ability to integrate into Zoom Meetings creates plenty of ways for you to easily connect and maintain records with your clients:

• Easily schedule Zoom meetings directly from HubSpot contact records.
• Monitor Zoom webinar attendance and engagement from within HubSpot.
• Create HubSpot workflows to send reminders and follow-ups for Zoom webinars.
• View and update HubSpot records during live Zoom meetings.

But it doesn’t end with Zoom Meetings. When you use Zoom Phone to call your customers or host events with Zoom Webinars and Zoom Events, you can sync information about your customer interactions to HubSpot, too. Whether you're a sales rep in a meeting with a client or a marketing rep running a webinar, you can easily update HubSpot with all of your activity.

"The primary capabilities are basically being able to sync your meeting and webinar data, including recordings, transcripts, registrations, and attendee information,” says Patrice O’Connell. “This data becomes available inside of HubSpot and can be used with built-in functionality, such as conversation intelligence for sales team coaching and marketing suite solutions for lead nurturing. The integration brings HubSpot into the Zoom environment, making it accessible during meetings and increasing productivity and collaboration for sales and service reps in real-time."

HubSpot isn’t done making improvements for their customers who rely daily on Zoom. They’re currently building out compatibility with Zoom AI Companion, creating new pathways to bring meeting summaries and other AI Companion features directly into HubSpot.*

“Two of the primary workflows we've talked about with our partners at Zoom are the ability to update records inside HubSpot through AI Companion and summarize engagement from conversations,” says Patrice O’Connell. “This enhancement to our integration capabilities offers a more automated experience for our sales, service, and marketing professionals. By leveraging AI to generate summaries, create and update records, we're significantly reducing manual tasks and saving even more time for our customers.”

HubSpot’s apps for Zoom collectively solve an age-old problem: the data you rely on needs to be accessible wherever you’re working. For sales and marketing teams that spend their time building relationships and talking to customers, the solution is simple: eliminate silos and connect the power of Zoom's reliable, unified communications platform with HubSpot's industry-leading customer engagement and experience tools. 

To get started, explore HubSpot apps on the Zoom App Marketplace today:

• HubSpot app for Zoom Meetings
• Zoom for HubSpot
• Zoom Phone for HubSpot
• Zoom Events for HubSpot

*This article includes statements regarding planned or future development efforts for HubSpot’s existing integrations. These statements are not intended to be a promise or guarantee of future availability, but merely reflect our current plans currently known to us. These development efforts may change without notice. Purchasing decisions should not be made based on reliance on these statements.