Zoom Conference call details in Meeting

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New Contributor

I use the hubspot meeting tool to allow people to directly book meetings to my calendar.

 

I would like to have it where once the meeting is booked a zoom conference call is created and all the details are added to the calendar invite. Does anyone know how to do this?

 

Can Zapier do it?

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Solution
Community Superstar

Q: Zoom Conference call details in Meetings?

 

Short A: Sure.  Just add the details directly to your HubSpot meeting link (step 2). (see image)

 

hubspot-meetings-zoom-integration.png

 

Longer A

This solution presumes you want to use your Zoom PMI (personal meeting identifier) for all meetings booked through HubSpot. There are other more involved methods, but this one works well and adds all meeting details directly to each contact record (and any integrated calendar).

 

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Visit

 

Hope that helps.

 

Be well,
Frank


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HubSpot's Hiring World-Wide!

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Solution
Community Superstar

Q: Zoom Conference call details in Meetings?

 

Short A: Sure.  Just add the details directly to your HubSpot meeting link (step 2). (see image)

 

hubspot-meetings-zoom-integration.png

 

Longer A

This solution presumes you want to use your Zoom PMI (personal meeting identifier) for all meetings booked through HubSpot. There are other more involved methods, but this one works well and adds all meeting details directly to each contact record (and any integrated calendar).

 

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Visit

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

View solution in original post

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Occasional Contributor

Hi @MFJLabs,

 

For my use case I'd like to set up a team meeting link which utilises the round robin to assign the meeting to a sales agent and have the appropriate sales agent's zoom meeting link added to the calendar invite.

 

Any ideas how this could be achieved?

 

Thanks in advance

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Regular Contributor

How would you add GoToMeeting Details if you didn't use the PMI?

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Regular Advisor

@MFrankJohnson,

 

There's a downside to this. If you have back to back meetings and the first meeting goes over or your second meeting attendee decides to join early, you may have both on the same call.

Community Superstar

Totally agree @ndwilliams3  .... have actually had this happen in the 'ole days' before increased Zoom security and waiting rooms. Now stragglers, early attendees, and random people can't even enter our meetings unless/until the (co-)host grants entry.

 

Now if I can only remember where those Zoom settings are. haha 🙂 (head shaking)

 

UPDATE: Found the following banner notice posted in Zoom today ... essentially, Waiting Rooms will auto activate for all meetings that do not have a Passcode assigned by 19-July. Nice.

 

Important Notice

 Starting July 19th, 2020, all meetings must have either a Waiting Room or Passcode enabled. Click here for more information.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Visit

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

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Regular Advisor

@MFrankJohnson, thanks for the update and that is helpful to know. We use Ringcentral meetings which is a white labled version of Zoom. I'm not sure if it has that feature. I looked, but could find a setting.  If you do remember where that setting is, would you mind posting the info for those using Zoom. 

 

Hopefully the new video conferencing SDK for Hubspot works with the scheduling app as well and solves this issue.

https://developers.hubspot.com/docs/api/crm/extensions/video-conferencing

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