We integrated our company Zoom account and it's pulled in all past meetings. My boss doesn't want the meetings displayed in the CRM (she's the COO and has employee meetings/client meetings that may be confidential). Is there a way to turn that off? She doesn't integrate her email and calendar (just uses the application) for the same reason.
No problem, @AKnoll! It doesn't appear that there is a setting within the Zoom/HubSpot integration to exclude specific user's meetings from syncing to HubSpot. However, one idea is to reach out to Zoom support to see if there is a way to potentially exclude certain meetings from syncing to the cloud in general.
Hi @AKnoll, happy to provide some insight here! The steps below will ensure no employee meetings show up in HubSpot:
If you use Zoom with members of your own organization and want to exclude your team members from becoming new contacts in HubSpot and showing subsequent Zoom meetings in HubSpot, you can add your company’s email address in theContact exclusionssection of your Zoom integration settings:
In your HubSpot account, click the Marketplace icon in the main navigation bar. Under Manage, select Connected apps.
Under Connected Apps, click Zoom.
On theSettingstab, enter the web domainthat you use for your organization. Once you've entered a valid web domain or email address, the switch next to your email address will automatically toggle on.
Hopefully this helps, let me know if you have any follow up questions.
No problem, @AKnoll! It doesn't appear that there is a setting within the Zoom/HubSpot integration to exclude specific user's meetings from syncing to HubSpot. However, one idea is to reach out to Zoom support to see if there is a way to potentially exclude certain meetings from syncing to the cloud in general.