topic Re: Zoom recordings in Tips, Tricks & Best Practices

Zoom recordings

ShawnLSelf — Mon, 13 Feb 2023 14:17:07 GMT

We save our ZOOM video calls on an external network drive. How do I associate these external zoom recordings with their HubSPot contact?

Re: Zoom recordings

SNigam — Mon, 13 Feb 2023 16:49:56 GMT

Hello @ShawnLSelf ,

I think HubSpot does not have a built-in feature to associate external Zoom recordings with contacts. However, you can create a custom property in HubSpot to store the file path for each recording and then manually associate the recording with the correct contact. Here's how:

Create a custom property: Go to your HubSpot account, click on the settings icon, and then click on "Properties." Click the "Create property" button and create a new text property to store the file path of each Zoom recording.
Manually associate recordings with contacts: For each Zoom recording, locate the corresponding contact in HubSpot and add the file path of the recording in the custom property you created.

This way, you can keep track of all your external Zoom recordings and easily access them when needed by searching for the contact in HubSpot and checking the custom property.

I hope this will help you.

Thank you

Shubham Nigam
Connect me on linkedin

Re: Zoom recordings

ShaneNeumann — Fri, 18 Aug 2023 00:05:18 GMT

Can the saving of video files be saved automatically through google meet/Zoom?

Re: Zoom recordings

kvlschaefer — Fri, 18 Aug 2023 08:33:57 GMT

Hi @ShaneNeumann,

The video files themselves are stored in Zoom so you could download them there.

The Google Meet recording gets saved back onto Google Calendar as an attachment after the meeting.

The closest workarounds in HubSpot for the Zoom integration would be to download the call recordings as per the description in this feature request update or to share the call recording via a URL with your team as described in this Knowledge Base article.

Hope this helps!

Best,

Kristen