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When a new contact is created in HubSpot, automatically create a Zoom meeting and send the details via email.

When a new contact is created in HubSpot, automatically create a Zoom meeting and send the details via email.

Launch this workflow to connect HubSpot & Zoom !

■Overview

The flow "Automatically create a Zoom meeting and send details via email when a new contact is created in HubSpot" is a business workflow aimed at improving the efficiency of sales and marketing operations. When a new contact is registered in HubSpot, it automatically sets up a Zoom meeting and notifies the relevant personnel and contact via email with the details.
This eliminates the need for manual meeting setup and information sharing, enabling quick communication.
By leveraging the integration between HubSpot and Zoom, it supports the smooth progression of the entire sales process and contributes to improving team productivity.

■Recommended for

  • Sales representatives who manage customers using HubSpot
  • Team leaders who frequently use Zoom for online meetings
  • Marketing personnel who want to automate the follow-up process for new contacts
  • Owners of small and medium-sized enterprises who find manual meeting setup cumbersome and time-consuming
  • IT personnel who want to improve operational efficiency through the integration of HubSpot and Zoom

■Benefits of using this template
By automatically creating a Zoom meeting and sending details via email when a new contact is created in HubSpot, it significantly reduces manual work.
Additionally, by automatically sending meeting details via email, it prevents information leakage or errors, ensuring reliable communication.
Automation allows for centralized management of the entire sales activity flow, enabling efficient business operations.

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See more
About the Apps
HubSpot
Templates using
HubSpot

The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.

When a HubSpot form is submitted, a GitHub Issue is created. This flow allows you to create a GitHub Issue whenever a HubSpot form is submitted. It eliminates the need for manual input and significantly reduces working time.

When a new video is released on YouTube, a flow is created to generate a ticket in HubSpot. This allows for real-time sharing of task progress and response status, reducing miscommunication and enabling smooth business operations.
Zoom
Templates using
Zoom

Once the meeting with the company on Zoom is finished, you can create a new board on Miro. By creating a board for the company on Miro, it becomes easier for the team to discuss future sales strategies.

After the Zoom meeting ends, this is a workflow for creating minutes with ChatGPT and sending them to participants via email. By emailing the minutes to participants, information sharing and follow-up can be conducted smoothly.

After a Zoom meeting ends, this flow retrieves the recording information, integrates it with Box, creates a folder, and stores the data. The folder is automatically created after the meeting ends, reducing the effort required for creation. By automating routine tasks, this promotes digital transformation (DX).
About the apps you use
HubSpot
Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.
see details
Templates

The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.

When a HubSpot form is submitted, a GitHub Issue is created. This flow allows you to create a GitHub Issue whenever a HubSpot form is submitted. It eliminates the need for manual input and significantly reduces working time.

When a new video is released on YouTube, a flow is created to generate a ticket in HubSpot. This allows for real-time sharing of task progress and response status, reducing miscommunication and enabling smooth business operations.
Zoom
Yoom allows you to integrate with Zoom's API without any code, enabling the automation of various tasks. For example, you can automatically create meeting URLs and send them to participants via email, or retrieve participant information from webinars conducted on Zoom into Yoom's database via the API.
see details
Templates

Once the meeting with the company on Zoom is finished, you can create a new board on Miro. By creating a board for the company on Miro, it becomes easier for the team to discuss future sales strategies.

After the Zoom meeting ends, this is a workflow for creating minutes with ChatGPT and sending them to participants via email. By emailing the minutes to participants, information sharing and follow-up can be conducted smoothly.

After a Zoom meeting ends, this flow retrieves the recording information, integrates it with Box, creates a folder, and stores the data. The folder is automatically created after the meeting ends, reducing the effort required for creation. By automating routine tasks, this promotes digital transformation (DX).
Templates
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Related apps
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No-Code API Actions
Executable API actions
Flowbot triggers
    When a New Contact Is Created
    When a New Company Is Created
    When a New Deal Is Created
    When a Contact Is Created or Updated
    When a Company Is Created or Updated
    When a Deal Is Created or Updated
    When a Form Is Submitted
    When a Product Is Created
    When a Product Is Created or Updated
    When a Deal Is Updated to the Specified Stage
    When a Record Is Created in a Custom Object
    When a Record in a Custom Object Is Created or Updated
    When an Order Is Created or Updated
    When an Order Is Created
    When a Ticket Is Created
    When a Ticket Is Created or Updated
    When a Service Record Is Created
    When a Service Record Is Created or Updated
    When a Task Is Created
    When a Note Is Added to a Deal
    When a Message in the Specified Thread Receives a Reply
    When a Meeting Is Created (Webhook)
    When a Meeting Has Ended
    When a Conversation Is Created
    When a Meeting Is Deleted (Webhook)
    When a Participant Joins a Meeting before the Host (Webhook)
    When Recordings for the Specified Host Are Completed (Webhook)
    When a Recording Transcript Is Completed (Webhook)
    When a Webinar Is Created (Webhook)
    When a Webinar Ends (Webhook)
    When a Webinar Attendee Submits a Survey Response (Webhook)
    When a Webinar Registration Is Created (Webhook)
    When a Webinar Registration Is Canceled (Webhook)
    When an Attendee or Participant Joins a Webinar (Webhook)
    When All Users' Recordings Have Completed (Webhook)
    When a Meeting Is Created
    When a Message Is Posted in Chat
    When a File Is Posted in Team Chat
Flowbot operations
    [Deprecated] Create Contact
    [Deprecated] Retrieve Contact
    Get Latest Contact IDs
    [Deprecated] Update Contact
    [Deprecated] Search Contacts (Keyword Search)
    [Deprecated] Create Company
    [Deprecated] Retrieve Company Information
    Get Latest Company IDs
    [Deprecated] Update Company
    [Deprecated] Search Companies (Keyword Search)
    [Deprecated] Create Deal
    [Deprecated] Retrieve Deal Information
    Get Latest Deal IDs
    [Deprecated] Update Deal
    [Deprecated] Search Deals (Keyword Search)
    [Deprecated] Retrieve Contact Custom Properties
    [Deprecated] Get Company Custom Properties
    [Deprecated] Retrieve Deal Custom Properties
    [Deprecated] Get List of Contact IDs
    [Deprecated] Get List of Company IDs
    [Deprecated] Search Deals (Filtered Search)
    [Deprecated] Update Contact Custom Property
    [Deprecated] Update Company Custom Property
    【Deprecated】Update Deal Custom Property
    【Deprecated】Create Ticket
    Submit Data to Form
    【Deprecated】Update Ticket
    【Deprecated】Associate Records
    【Deprecated】Add Note to Contact
    [Deprecated] Get Public File URL
    [Deprecated] Retrieve a Custom Object Record
    [Deprecated] Create Custom Object Record
    [Deprecated] Update Custom Object Record
    [Deprecated] Search Custom Object Records (Keyword Search)
    [Deprecated] Retrieve a Product
    [Deprecated] Create Product
    [Deprecated] Update Product
    [Deprecated] Search Products (Keyword Search)
    [Deprecated] Update Ticket Custom Property
    [Deprecated] Add Note to Company
    [Deprecated] Add Note to Deal
    [Deprecated] Add Note to Ticket
    [Deprecated] Add Meeting to Company
    [Deprecated] Search Contacts (Filter Conditions)
    [Deprecated] Retrieve Ticket Details
    [Deprecated] Add Line Item to Deal
    [Deprecated] Search Products (Filter Search)
    [Deprecated] Get Owner (Assignee) Information
    [Deprecated] Get Owners (Assignees) List
    [Deprecated] Search Companies (Filter Conditions)
    [Deprecated] Add Note to Custom Object Record
    [Deprecated] Get Company IDs Associated with a Specific Contact
    [Deprecated] Get Custom Object Record IDs Associated with a Specific Deal
    [Deprecated] Create User
    [Deprecated] Retrieve Custom Properties for Services
    [Deprecated] Create Meeting Log
    [Deprecated] Retrieve Custom Properties for Tickets
    [Deprecated] Get Quote
    [Deprecated] Update Quote
    [Deprecated] Create Task
    [Deprecated] Delete Quote
    [Deprecated] Search Quotes
    Create Form
    [Deprecated] Create Call Log
    Get Tax Rate List
    [Deprecated] Search Items (Filter Search)
    [Deprecated] Search Fees (Filter Search)
    [Deprecated] Search Discounts (Filter Search)
    [Deprecated] Search Quote Templates (Filter Search)
    [Deprecated] Add Signers to Quote
    [Deprecated] Create Quote
    [Deprecated] Get Deal Line Items
    [Deprecated] Get Line Item Details
    [Deprecated] Get Tasks List
    [Deprecated] Get Task
    Get Object Associations
    [Deprecated] Get User Information
    [Deprecated] Search Users (Keyword Search)
    [Deprecated] Search Users (Filter Search)
    [Deprecated] Get Subscription Definitions List
    [Deprecated] Search Multiple Tickets (Filter Criteria)
    [Deprecated] Get Pipeline Stages List
    [Deprecated] Get Pipeline Stage
    [Deprecated] Get a List of Notes Associated with a Contact
    [Deprecated] Search Custom Object Records (Filtered Search)
    [Deprecated] Get Product Item Custom Properties
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    [Deprecated] Run CRM Data Export Task
    [Deprecated] Get Export Task Status and File URL
    Download Export File
    Create Custom Object Record (Associate with Deal Record)
    Create Contact
    Get Contact
    Update Contact
    Search Contacts (Keyword Search)
    Get Contact Custom Properties
    Get a List of Contact IDs
    Update a Contact Custom Property
    Add a Note to a Contact
    Search Multiple Contacts (Filter Criteria)
    Get Company IDs Associated with a Specific Contact
    Retrieve a List of Notes Associated with a Contact
    Create Task
    Retrieve a List of Tasks
    Retrieve a Task
    Create Company
    Get Company Information
    Update Company
    Search Companies (Keyword Search)
    Get Company Custom Properties
    Get a List of Company IDs
    Update Company Custom Property
    Add Note to Company
    Add Meeting to Company
    Search Multiple Companies (Filter Criteria)
    Create Deal
    Retrieve Deal Information
    Update Deal
    Search Deals (Keyword Search)
    Retrieve Deal Custom Properties
    Search Deals (Filter Search)
    Update Deal Custom Property
    Add Note to Deal
    Add Line Item to Deal
    Retrieve Deal Line Items
    Retrieve Custom Object Record
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records (Keyword Search)
    Add Note to Custom Object Record
    Retrieve Custom Object Record IDs Associated with Specific Deal
    Search Custom Object Records (Filter Search)
    Create Ticket
    Update Ticket
    Update Ticket Custom Property
    Add Note to Ticket
    Retrieve Ticket Details
    Retrieve Ticket Custom Properties
    Search Multiple Tickets (Filter Criteria)
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Search Products (Filter Search)
    Get Quote
    Update Quote
    Delete Quote
    Search Quotes
    Search Quote Templates (Filter Search)
    Add Signer to Quote
    Create Quote
    Get User Information
    Search Users (Keyword Search)
    Search Users (Filter Search)
    Create User
    Get Pipeline Stages
    Get Pipeline Stage
    Get List of Owners
    Get Owner Information
    Get Export Task Status and File URL
    Run CRM Data Export Task
    Get Line Item Details
    Get Line Item Custom Properties
    Associate Records
    Get Public URL for File
    Get Subscription Definitions
    Create Call Log
    Search Line Items (Filter Search)
    Search Fees (Filter Search)
    Search Discounts (Filter Search)
    Create Meeting Log
    Retrieve Service Custom Properties
    Associate a Custom Object Record with a Contact
    Create Meeting (Deprecated)
    Edit Meeting (Deprecated)
    Create Recurring Meeting (Daily, Deprecated)
    Create Recurring Meeting (Monthly, Deprecated)
    Create Recurring Meeting (Weekly, Deprecated)
    Edit Recurring Meeting (Daily) (Deprecated)
    Edit Recurring Meeting (Monthly) (Deprecated)
    Edit Recurring Meeting (Weekly) (Deprecated)
    Get Meeting List
    Get Webinar List
    Get Webinar Registrants
    Get Meeting Recording Information
    Add Webinar Registrant
    Download Meeting Recording Files
    Add User
    Delete User
    Assign or Remove Licenses for a User
    Get User Information
    Delete Meeting Cloud Recording Data
    Get Conversation Details
    Get Meeting Details
    Edit Recurring Meeting (Monthly)
    Create Recurring Meeting (Monthly)
    Create Meeting
    Edit Meeting
    Create Recurring Meeting (Daily)
    Edit Recurring Meeting (Daily)
    Create Recurring Meeting (Weekly)
    Edit Recurring Meeting (Weekly)
    Delete Specific Cloud Recording Data of a Meeting
    Enable / Disable User Account and Change Work Status
    Get Team Chat Channel List
    Create Team Chat Channel
    Create Team Chat Shared Space
    Invite Members to Team Chat Channel
    Update Team Chat Channel
    Create Team Chat Mention Group
    Add Members to Team Chat Mention Group
    Search Team Chat Messages and Shared Files
    Send Team Chat Message
    Delete Team Chat Message
    Upload File to Team Chat
    Retrieve Meeting Summary
Flowbot triggers
    When a New Contact Is Created
    When a New Company Is Created
    When a New Deal Is Created
    When a Contact Is Created or Updated
    When a Company Is Created or Updated
    When a Deal Is Created or Updated
    When a Form Is Submitted
    When a Product Is Created
    When a Product Is Created or Updated
    When a Deal Is Updated to the Specified Stage
    When a Record Is Created in a Custom Object
    When a Record in a Custom Object Is Created or Updated
    When an Order Is Created or Updated
    When an Order Is Created
    When a Ticket Is Created
    When a Ticket Is Created or Updated
    When a Service Record Is Created
    When a Service Record Is Created or Updated
    When a Task Is Created
    When a Note Is Added to a Deal
    When a Message in the Specified Thread Receives a Reply
Flowbot operations
    [Deprecated] Create Contact
    [Deprecated] Retrieve Contact
    Get Latest Contact IDs
    [Deprecated] Update Contact
    [Deprecated] Search Contacts (Keyword Search)
    [Deprecated] Create Company
    [Deprecated] Retrieve Company Information
    Get Latest Company IDs
    [Deprecated] Update Company
    [Deprecated] Search Companies (Keyword Search)
    [Deprecated] Create Deal
    [Deprecated] Retrieve Deal Information
    Get Latest Deal IDs
    [Deprecated] Update Deal
    [Deprecated] Search Deals (Keyword Search)
    [Deprecated] Retrieve Contact Custom Properties
    [Deprecated] Get Company Custom Properties
    [Deprecated] Retrieve Deal Custom Properties
    [Deprecated] Get List of Contact IDs
    [Deprecated] Get List of Company IDs
    [Deprecated] Search Deals (Filtered Search)
    [Deprecated] Update Contact Custom Property
    [Deprecated] Update Company Custom Property
    【Deprecated】Update Deal Custom Property
    【Deprecated】Create Ticket
    Submit Data to Form
    【Deprecated】Update Ticket
    【Deprecated】Associate Records
    【Deprecated】Add Note to Contact
    [Deprecated] Get Public File URL
    [Deprecated] Retrieve a Custom Object Record
    [Deprecated] Create Custom Object Record
    [Deprecated] Update Custom Object Record
    [Deprecated] Search Custom Object Records (Keyword Search)
    [Deprecated] Retrieve a Product
    [Deprecated] Create Product
    [Deprecated] Update Product
    [Deprecated] Search Products (Keyword Search)
    [Deprecated] Update Ticket Custom Property
    [Deprecated] Add Note to Company
    [Deprecated] Add Note to Deal
    [Deprecated] Add Note to Ticket
    [Deprecated] Add Meeting to Company
    [Deprecated] Search Contacts (Filter Conditions)
    [Deprecated] Retrieve Ticket Details
    [Deprecated] Add Line Item to Deal
    [Deprecated] Search Products (Filter Search)
    [Deprecated] Get Owner (Assignee) Information
    [Deprecated] Get Owners (Assignees) List
    [Deprecated] Search Companies (Filter Conditions)
    [Deprecated] Add Note to Custom Object Record
    [Deprecated] Get Company IDs Associated with a Specific Contact
    [Deprecated] Get Custom Object Record IDs Associated with a Specific Deal
    [Deprecated] Create User
    [Deprecated] Retrieve Custom Properties for Services
    [Deprecated] Create Meeting Log
    [Deprecated] Retrieve Custom Properties for Tickets
    [Deprecated] Get Quote
    [Deprecated] Update Quote
    [Deprecated] Create Task
    [Deprecated] Delete Quote
    [Deprecated] Search Quotes
    Create Form
    [Deprecated] Create Call Log
    Get Tax Rate List
    [Deprecated] Search Items (Filter Search)
    [Deprecated] Search Fees (Filter Search)
    [Deprecated] Search Discounts (Filter Search)
    [Deprecated] Search Quote Templates (Filter Search)
    [Deprecated] Add Signers to Quote
    [Deprecated] Create Quote
    [Deprecated] Get Deal Line Items
    [Deprecated] Get Line Item Details
    [Deprecated] Get Tasks List
    [Deprecated] Get Task
    Get Object Associations
    [Deprecated] Get User Information
    [Deprecated] Search Users (Keyword Search)
    [Deprecated] Search Users (Filter Search)
    [Deprecated] Get Subscription Definitions List
    [Deprecated] Search Multiple Tickets (Filter Criteria)
    [Deprecated] Get Pipeline Stages List
    [Deprecated] Get Pipeline Stage
    [Deprecated] Get a List of Notes Associated with a Contact
    [Deprecated] Search Custom Object Records (Filtered Search)
    [Deprecated] Get Product Item Custom Properties
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    [Deprecated] Run CRM Data Export Task
    [Deprecated] Get Export Task Status and File URL
    Download Export File
    Create Custom Object Record (Associate with Deal Record)
    Create Contact
    Get Contact
    Update Contact
    Search Contacts (Keyword Search)
    Get Contact Custom Properties
    Get a List of Contact IDs
    Update a Contact Custom Property
    Add a Note to a Contact
    Search Multiple Contacts (Filter Criteria)
    Get Company IDs Associated with a Specific Contact
    Retrieve a List of Notes Associated with a Contact
    Create Task
    Retrieve a List of Tasks
    Retrieve a Task
    Create Company
    Get Company Information
    Update Company
    Search Companies (Keyword Search)
    Get Company Custom Properties
    Get a List of Company IDs
    Update Company Custom Property
    Add Note to Company
    Add Meeting to Company
    Search Multiple Companies (Filter Criteria)
    Create Deal
    Retrieve Deal Information
    Update Deal
    Search Deals (Keyword Search)
    Retrieve Deal Custom Properties
    Search Deals (Filter Search)
    Update Deal Custom Property
    Add Note to Deal
    Add Line Item to Deal
    Retrieve Deal Line Items
    Retrieve Custom Object Record
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records (Keyword Search)
    Add Note to Custom Object Record
    Retrieve Custom Object Record IDs Associated with Specific Deal
    Search Custom Object Records (Filter Search)
    Create Ticket
    Update Ticket
    Update Ticket Custom Property
    Add Note to Ticket
    Retrieve Ticket Details
    Retrieve Ticket Custom Properties
    Search Multiple Tickets (Filter Criteria)
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Search Products (Filter Search)
    Get Quote
    Update Quote
    Delete Quote
    Search Quotes
    Search Quote Templates (Filter Search)
    Add Signer to Quote
    Create Quote
    Get User Information
    Search Users (Keyword Search)
    Search Users (Filter Search)
    Create User
    Get Pipeline Stages
    Get Pipeline Stage
    Get List of Owners
    Get Owner Information
    Get Export Task Status and File URL
    Run CRM Data Export Task
    Get Line Item Details
    Get Line Item Custom Properties
    Associate Records
    Get Public URL for File
    Get Subscription Definitions
    Create Call Log
    Search Line Items (Filter Search)
    Search Fees (Filter Search)
    Search Discounts (Filter Search)
    Create Meeting Log
    Retrieve Service Custom Properties
    Associate a Custom Object Record with a Contact
Flowbot triggers
    When a Meeting Is Created (Webhook)
    When a Meeting Has Ended
    When a Conversation Is Created
    When a Meeting Is Deleted (Webhook)
    When a Participant Joins a Meeting before the Host (Webhook)
    When Recordings for the Specified Host Are Completed (Webhook)
    When a Recording Transcript Is Completed (Webhook)
    When a Webinar Is Created (Webhook)
    When a Webinar Ends (Webhook)
    When a Webinar Attendee Submits a Survey Response (Webhook)
    When a Webinar Registration Is Created (Webhook)
    When a Webinar Registration Is Canceled (Webhook)
    When an Attendee or Participant Joins a Webinar (Webhook)
    When All Users' Recordings Have Completed (Webhook)
    When a Meeting Is Created
    When a Message Is Posted in Chat
    When a File Is Posted in Team Chat
Flowbot operations
    Create Meeting (Deprecated)
    Edit Meeting (Deprecated)
    Create Recurring Meeting (Daily, Deprecated)
    Create Recurring Meeting (Monthly, Deprecated)
    Create Recurring Meeting (Weekly, Deprecated)
    Edit Recurring Meeting (Daily) (Deprecated)
    Edit Recurring Meeting (Monthly) (Deprecated)
    Edit Recurring Meeting (Weekly) (Deprecated)
    Get Meeting List
    Get Webinar List
    Get Webinar Registrants
    Get Meeting Recording Information
    Add Webinar Registrant
    Download Meeting Recording Files
    Add User
    Delete User
    Assign or Remove Licenses for a User
    Get User Information
    Delete Meeting Cloud Recording Data
    Get Conversation Details
    Get Meeting Details
    Edit Recurring Meeting (Monthly)
    Create Recurring Meeting (Monthly)
    Create Meeting
    Edit Meeting
    Create Recurring Meeting (Daily)
    Edit Recurring Meeting (Daily)
    Create Recurring Meeting (Weekly)
    Edit Recurring Meeting (Weekly)
    Delete Specific Cloud Recording Data of a Meeting
    Enable / Disable User Account and Change Work Status
    Get Team Chat Channel List
    Create Team Chat Channel
    Create Team Chat Shared Space
    Invite Members to Team Chat Channel
    Update Team Chat Channel
    Create Team Chat Mention Group
    Add Members to Team Chat Mention Group
    Search Team Chat Messages and Shared Files
    Send Team Chat Message
    Delete Team Chat Message
    Upload File to Team Chat
    Retrieve Meeting Summary