In this article, we’ll look at this and many other benefits of integration, along with challenges and tricks of the trade to maximize your HubSpot integrations and truly eliminate time wasters.
Index
Goal: Integrate Zoom with HubsSpot
What You Can Get With a Zoom/HubSpot Integration
How to Integrate Zoom and HubSpot
The best solution: Integrate HubSpot fully
Goal: Integrate Zoom with HubSpot
If you haven’t yet connected your Zoom account to HubSpot , it’s time to find out what problems this integration can solve.
First of all, Zoom is a tool that allows you to have a more direct connection with your customers or prospects, even if you can't reach them physically. Your customer's disappointment will be clearly visible if you japan telephone number data see it on video, as will their satisfaction, or their urgency to solve a problem.
Not for nothing, Zoom has 504,900 business customers, and the meeting minutes held on the platform each year amount to more than 3.3 trillion, while 45 billion are webinar minutes. In the last quarter of 2021, Zoom's revenue is estimated at a total of $1.021 billion ( source: Backlinko ).
The common thread of this success is easy to understand: non-verbal language, which is very important in the sales sector, cannot be picked up from a phone call or an email.
But there’s a second reason why the HubSpot and Zoom integration is so beneficial: Like any good HubSpot integration , it eliminates a lot of organizational hurdles at the root.
Forget about frantically searching through your inbox, hoping to find one of the many Zoom call links you sent months ago.
Also forget about Excel summary documents where you write by hand the timeline of a project, inserting links to webinars you have already recorded (always manually).
From now on, it will be possible to have, in addition to the immediate link to the call you need to make shortly, also the customer's history, their purchases and preferences or anything a powerful CRM like HubSpot is able to collect.
Simply put: The Zoom and HubSpot integration is an incredible source of visibility.
And those who work in contact with the customer know that direct visibility is often the key to deep understanding and therefore to the success of a good Customer Journey.
What You Can Get With a Zoom/HubSpot Integration
A Zoom/HubSpot integration allows you to obtain benefits in three macro-areas:
1) Add Zoom video conference links to your HubSpot schedule;
2) sync Zoom webinar information with HubSpot;
3) Review Zoom cloud recordings and transcripts in HubSpot.
The practical advantages are many.
Once you have completed the integration, your sales department will be able to see, for example, the conversations held with customers and prospects directly from the meeting link, in the convenient HubSpot interface, which thus becomes a much more complete sales software .
Sales will also be able to review recorded calls, pause, rewind, and review information that was shared.
Or, you can add contacts from HubSpot directly into Zoom, or watch Zoom webinars directly from your CRM timeline. The great thing about this integration is that if you already have a Zoom account and a HubSpot account, the process is completely free.
How to Integrate Zoom and HubSpot
On a practical level, HubSpot offers the great advantage of easy and quick integration: simply access the marketplace and select “Zoom” from the various available options, with the appropriate administrator access.
Many people wonder when they are working with the Zoom and HubSpot integration: is it possible to connect multiple Zoom accounts to one HubSpot account? Actually, it is not possible, but multiple users can use the integration in a single company Zoom account.
A good tip is to not connect your Zoom account to multiple HubSpot accounts, especially if there is sensitive information on it that shouldn’t be accessible to all connected portals.
In this regard, remember that it is important, as a first step after downloading the extension, to exclude the contacts that you do not want to migrate, so as to keep them in a different compartment and thus preserve privacy (but also improve the organization of work).
After downloading the integration, it's time to add the link to your personal profile directly from the HubSpot dashboard. Simply access the HubSpot and Zoom integration and insert yours among the accounts, and then follow the wizard to migrate the information, customizing the final result to your liking.
Attention to privacy
Integrating between Zoom and HubSpot is very simple, and HubSpot offers a wizard to make the process even more intuitive.
Of course, as we mentioned above, you should always pay attention to customer privacy during all phases of integration, compartmentalizing data migration.
Additionally, you will need to monitor synchronization errors and resolve them as soon as possible. Especially if you opt for a DIY integration, these errors can lead to the so-called “snowball effect,” when a small snowball rolling uphill generates a huge, unstoppable avalanche.
