Add participants to HubSpot as leads when a specific Zoom webinar ends
Add participants to HubSpot as leads when a specific Zoom webinar ends
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Zoom
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■Overview
Manually registering attendee information in HubSpot after a Zoom webinar can be time-consuming and prone to input errors.
With this workflow, the end of a Zoom webinar triggers the automatic registration of attendee information as leads in HubSpot, eliminating this hassle and reducing errors so you can follow up faster.
With this workflow, the end of a Zoom webinar triggers the automatic registration of attendee information as leads in HubSpot, eliminating this hassle and reducing errors so you can follow up faster.
■Who Should Use This Template
- Anyone who finds it time-consuming to create attendee lists and register them in HubSpot after Zoom webinars
- Marketers who want to improve efficiency and reduce human error caused by manual data entry
- Sales professionals who want to strengthen lead nurturing through prompt outreach to webinar attendees
■Benefits of Using This Template
- Attendee information is automatically registered in HubSpot after a Zoom webinar ends, reducing the time spent on manual data entry.
- Prevent common input errors and omissions that occur during manual registration, improving data accuracy.
■How the Flowbot Works
- First, connect Zoom and HubSpot to Yoom.
- Next, select Zoom as the trigger and set the action to “When a meeting ends.” You can also specify a particular webinar.
- Then, set up the branching feature as an operation so that subsequent steps run only when specific conditions are met, such as when the topic includes “briefing session.”
- Next, set the Zoom “Get a list of webinar registrants” action as an operation to retrieve attendee information for the completed webinar.
- Then, set up the loop feature as an operation to repeat the process for each attendee in the retrieved list.
- Finally, set the HubSpot “Create a contact” action as an operation within the loop to register attendee information in HubSpot.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options
- For Zoom’s “When a meeting ends” trigger, optionally specify the email address of the Zoom account that should receive notifications and a specific meeting ID (webinar ID).
- For the branching feature, set the execution conditions as needed, such as running the process only when the ID matches that of a specific webinar.
- For Zoom’s “Get a list of webinar registrants” action, optionally specify the email address of the Zoom account hosting the webinar and the webinar ID.
- For the loop feature, specify which information from the attendee list retrieved from Zoom should be processed repeatedly.
- For HubSpot’s “Create a contact” action, specify the contact information to register as needed, such as each attendee’s name, email address, and company name.
■Notes
- Connect both Zoom and HubSpot to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- Note that the actions available may vary depending on your Zoom plan.
- At this time, the following action is available only on paid Zoom plans.
- When a meeting ends
- Get meeting recording information (only recordings stored in the cloud can be retrieved)
- For details, see Important Notes When Retrieving Zoom Meeting Recording Information.
- Branching is a feature (operation) available on the Personal plan and above. On the Free plan, configured Flowbot operations will result in errors. For details, see the Pricing Plans page.
- Operations between “Repeat the same process” steps are available on the Personal plan and above. On the Free plan, configured Flowbot operations and data connections will result in errors. For details, see the Pricing Plans page.
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About the Apps
Zoom
Related apps
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, create minutes with ChatGPT and send them to participants via email.
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After the Zoom meeting ends, obtain the recording information, connect with Box, create a folder, upload the recording, and send an email.
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About the apps you use
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 detailsTemplates
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 finishing a meeting with a company on Zoom, create a new board on Miro.
After the Zoom meeting ends, create minutes with ChatGPT and send them to participants via email.
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 the Zoom meeting ends, create minutes with ChatGPT and send them to participants via email.
After the Zoom meeting ends, obtain the recording information, connect with Box, create a folder, upload the recording, and send an email.
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).
After the Zoom meeting ends, obtain the recording information, connect with Box, create a folder, upload the recording, and send an email.
No-Code API Actions
Executable API actions
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
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)
Flowbot triggers
When a Meeting Is Created (Webhook)When a Meeting Has EndedWhen a Conversation Is CreatedWhen 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 CreatedWhen a Message Is Posted in ChatWhen a File Is Posted in Team Chat
Flowbot operations
Get Meeting ListGet Webinar ListGet Webinar RegistrantsGet Meeting Recording InformationAdd Webinar RegistrantDownload Meeting Recording FilesAdd UserDelete UserAssign or Remove Licenses for a UserGet User InformationDelete Meeting Cloud Recording DataGet Conversation DetailsGet Meeting DetailsEdit Recurring Meeting (Monthly)Create Recurring Meeting (Monthly)Create MeetingEdit MeetingCreate Recurring Meeting (Daily)Edit Recurring Meeting (Daily)Create Recurring Meeting (Weekly)Edit Recurring Meeting (Weekly)Delete Specific Cloud Recording Data of a MeetingEnable / Disable User Account and Change Work StatusGet Team Chat Channel ListCreate Team Chat ChannelCreate Team Chat Shared SpaceInvite Members to Team Chat ChannelUpdate Team Chat ChannelCreate Team Chat Mention GroupAdd Members to Team Chat Mention GroupSearch Team Chat Messages and Shared FilesSend Team Chat MessageDelete Team Chat MessageUpload File to Team ChatRetrieve Meeting SummaryRetrieve Webinar Q&AList Meeting ParticipantsGet Meeting Details (Past)More inspiration for you
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