Zoom recordings

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

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

2

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:

  1. 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.
  2. 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

3

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

4

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