Zoom webinar integration workflow add contact to zoom or webhook action?

[ms3]

There is some confusion between what you are supposed to do to set up a workflow integration with Hubspot and  Zoom to schedule a webinar. There are 2 instructions I've seen one from Hubspot and the other from Zoom. The one on Hubspot says to use "Add contact to zoom webinar" action in the workflow and the Zoom instructions say to use "trigger a webhook" action. The trigger a webhook action does not work in my instance. But what is the difference between the 2 actions?  Also, if you want to run the invite email, landing page, thank you page, confirmation email through Hubspot instead of Zoom is there a unique identifier used so you know who actually attended the webinar and not just registered? 

Hubspot's article - https://knowledge.hubspot.com/articles/kcs_article/integrations/use-hubspots-integration-with-zoom

Zoom's article - https://support.zoom.us/hc/en-us/articles/215930143?flash_digest=549e8ce3c40be6b49ed3e04c05ecf8b3141...

[MFrankJohnson · Accepted solution]

>> ANSWER FROM ZOOM SUPPORT <<

Hi Frank,

Thanks for contacting Zoom Support!

The two articles references in your link are disctinctly different integrations and only one article should be referenced when integrating zoom with hubspot. The zoom article referenced in this article:https://support.zoom.us/hc/en-us/articles/215930143?flash_digest=549e8ce3c40be6b49ed3e04c05ecf8b3141... is for the legacy integration between zoom and hubspot. While this method will still work, Zoom and Hubspot can be integrated much easier using the Hubspot-Zoom app: https://marketplace.zoom.us/apps/o8JuTnfNQ3mS5URt2qjp1Q .

If users are using the Zoom app within hubspot (https://knowledge.hubspot.com/articles/kcs_article/integrations/use-hubspots-integration-with-zoom), please have them use the "add zoom contact method". If users are using the legacy integration: https://support.zoom.us/hc/en-us/articles/215930143?flash_digest=549e8ce3c40be6b49ed3e04c05ecf8b3141..., please have them use a webhook.

I hope this helps answer your question. Please feel free to let me know if you need anything else!

Thanks
Jose

[JBorgeson · Accepted solution]

I figured out where to find the error logs.  Turns out you can't register for a webinar with the host email, so you need to find another address to use for testing workflows.  🙂

[isabellweiss · Accepted solution]

Hi @JBorgeson yes, correct! I would always test with a freemail address. Also one important thing if you test with an email address that is also a HubSpot user, they will not be created as a contact or show up in a list where you use the Zoom filters. See more info here: https://knowledge.hubspot.com/integrations/use-hubspot-and-zoom-webinars

• Users in the account will not be created as contact records in HubSpot if they register for a Zoom webinar. If they have already been created as a contact record, Zoom activity will not be synced to their contact records.

[karstenkoehler · Accepted solution]

Hi @ms3 and everyone,

You can find a summary of the necessary steps, including screenshots, in my community posts here. I also explain how you can create calendar invites that populate with the correct join URL.

Cheers!

[JBorgeson]

I am currently having an issue with this integration.  Similar to @JHegde the Add Zoom Contact method doesn't work - with hyphens, or spaces, or no spaces in the webinar ID. 

[isabellweiss]

Hi @JBorgeson do you see the action in the workflow? If you execute this action, what error message do you get back in the workflow?

[JBorgeson · Accepted solution]

I figured out where to find the error logs.  Turns out you can't register for a webinar with the host email, so you need to find another address to use for testing workflows.  🙂

[isabellweiss · Accepted solution]

Hi @JBorgeson yes, correct! I would always test with a freemail address. Also one important thing if you test with an email address that is also a HubSpot user, they will not be created as a contact or show up in a list where you use the Zoom filters. See more info here: https://knowledge.hubspot.com/integrations/use-hubspot-and-zoom-webinars

• Users in the account will not be created as contact records in HubSpot if they register for a Zoom webinar. If they have already been created as a contact record, Zoom activity will not be synced to their contact records.

[JHegde]

Hi there!

Has anyone found success using the "add zoom contact method" in the workflow? I am not able to populate zoom registration on the Hubspot form to the Zoom Webinar portal. 

[jassie]

Also curious about this. Mainly the fact of sending the confirmation email from HS and not Zoom since there are a bit more lay-out options in HS. Zoom is pretty plain.

[DavidJEbner]

Checking back in on this topic. Has this changed at all in 2020? Is the integration between Zoom and HS more atune to the integration between GTW and HS?

[MFrankJohnson]

HubSpot article looks accurate. Zoom article may need updating.

We notified Zoom and asked them to review this post.

Waiting ...

[MFrankJohnson · Accepted solution]

>> ANSWER FROM ZOOM SUPPORT <<

Hi Frank,

Thanks for contacting Zoom Support!

The two articles references in your link are disctinctly different integrations and only one article should be referenced when integrating zoom with hubspot. The zoom article referenced in this article:https://support.zoom.us/hc/en-us/articles/215930143?flash_digest=549e8ce3c40be6b49ed3e04c05ecf8b3141... is for the legacy integration between zoom and hubspot. While this method will still work, Zoom and Hubspot can be integrated much easier using the Hubspot-Zoom app: https://marketplace.zoom.us/apps/o8JuTnfNQ3mS5URt2qjp1Q .

If users are using the Zoom app within hubspot (https://knowledge.hubspot.com/articles/kcs_article/integrations/use-hubspots-integration-with-zoom), please have them use the "add zoom contact method". If users are using the legacy integration: https://support.zoom.us/hc/en-us/articles/215930143?flash_digest=549e8ce3c40be6b49ed3e04c05ecf8b3141..., please have them use a webhook.

I hope this helps answer your question. Please feel free to let me know if you need anything else!

Thanks
Jose

[ms3]

I did some testing. They both do the same thing. The way HubSpot mentions it populates a link but it is not a unique join link. The way Zoom references it populates a link that is unique per individual. 

But how can you share a calendar invite that would automatically populate this unique join link within it if you want to send confirmation emails via HubSpot after someone registers for a webinar? 

[harroldhino]

Did you ever get any clarification on this?