Create a contact in HubSpot when a webinar registration is created in Zoom
Create a contact in HubSpot when a webinar registration is created in Zoom
Launch this workflow to connect
Zoom &
HubSpot
!
■Overview
Are you spending too much time manually registering Zoom webinar attendees in HubSpot? Repetitive tasks like this can lead to human errors, such as data entry mistakes and missed follow-ups. With this workflow, Zoom and HubSpot are seamlessly connected, and a contact is automatically created in HubSpot whenever someone registers for your webinar. Eliminate manual data entry and focus on higher-value work.
■Who Is This Template For?
- Marketing professionals who use Zoom and HubSpot to manage everything from webinar promotion to customer management
- Those who manually transfer webinar attendee information to HubSpot and are looking to automate the process
- Those who want to speed up post-lead follow-ups and improve productivity across their marketing activities
■Benefits of Using This Template
- When a webinar registration is completed in Zoom, a contact is automatically created in HubSpot, reducing the time previously spent on manual data entry
- By eliminating manual data entry, you can prevent human errors such as incorrect registration details and missed data transfers, helping maintain data accuracy
■How the Flow Works
- First, connect Zoom and HubSpot to Yoom
- Next, select Zoom as the trigger and set the action to “When a webinar registration is created”
- Finally, set the HubSpot “Create a contact” action as the operation and map the attendee information retrieved by the trigger
■Customization Options
- In the HubSpot operation settings, you can map values to custom properties in addition to basic information such as email addresses and names. This allows you to centrally manage custom survey responses and other information collected during webinar registration in HubSpot
※“Trigger”: The action that starts the flow; “Operation”: The action that processes information within the flow after the trigger starts
■Notes
- Connect both Zoom and HubSpot to Yoom.
- Please note that some Zoom actions may not be available depending on your Zoom plan.
- At this time, the following actions are available only on paid Zoom plans:
- When a meeting ends
- Retrieve meeting recording information (only recordings stored in the cloud can be retrieved)
- For details, please refer to “Notes on Retrieving Zoom Meeting Recording Information”.
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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.
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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
When a New Contact Is Created
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)
Flowbot triggers
When a New Contact Is CreatedWhen a New Company Is CreatedWhen a New Deal Is CreatedWhen a Contact Is Created or UpdatedWhen a Company Is Created or UpdatedWhen a Deal Is Created or UpdatedWhen a Form Is SubmittedWhen a Product Is CreatedWhen a Product Is Created or UpdatedWhen a Deal Is Updated to the Specified StageWhen a Record Is Created in a Custom ObjectWhen a Record in a Custom Object Is Created or UpdatedWhen an Order Is Created or UpdatedWhen an Order Is CreatedWhen a Ticket Is CreatedWhen a Ticket Is Created or UpdatedWhen a Service Record Is CreatedWhen a Service Record Is Created or UpdatedWhen a Task Is CreatedWhen a Note Is Added to a DealWhen a Message in the Specified Thread Receives a Reply
Flowbot operations
Get Latest Contact IDsGet Latest Company IDsGet Latest Deal IDsSubmit Data to FormCreate FormGet Tax Rate ListGet Object AssociationsCreate Association Between Custom ObjectsCreate Record Association Between Ticket and Custom ObjectGet List of Inbox ThreadsDownload Export FileCreate Custom Object Record (Associate with Deal Record)Create ContactGet ContactUpdate ContactSearch Contacts (Keyword Search)Get Contact Custom PropertiesGet a List of Contact IDsUpdate a Contact Custom PropertyAdd a Note to a ContactSearch Multiple Contacts (and Criteria)Get Company IDs Associated with a Specific ContactRetrieve a List of Notes Associated with a ContactCreate TaskRetrieve a List of TasksRetrieve a TaskCreate CompanyGet Company InformationUpdate CompanySearch Companies (Keyword Search)Get Company Custom PropertiesGet a List of Company IDsUpdate Company Custom PropertyAdd Note to CompanyAdd Meeting to CompanySearch Multiple Companies (Filter Criteria)Create DealRetrieve Deal InformationUpdate DealSearch Deals (Keyword Search)Retrieve Deal Custom PropertiesSearch Deals (Filter Search)Update Deal Custom PropertyAdd Note to DealAdd Line Item to DealRetrieve Deal Line ItemsRetrieve Custom Object RecordCreate Custom Object RecordUpdate Custom Object RecordSearch Custom Object Records (Keyword Search)Add Note to Custom Object RecordRetrieve Custom Object Record IDs Associated with Specific DealSearch Custom Object Records (Filter Search)Create TicketUpdate TicketUpdate Ticket Custom PropertyAdd Note to TicketRetrieve Ticket DetailsRetrieve Ticket Custom PropertiesSearch Multiple Tickets (Filter Criteria)Retrieve ProductCreate ProductUpdate ProductSearch Products (Keyword Search)Search Products (Filter Search)Get QuoteUpdate QuoteDelete QuoteSearch QuotesSearch Quote Templates (Filter Search)Add Signer to QuoteCreate QuoteGet User InformationSearch Users (Keyword Search)Search Users (Filter Search)Create UserGet Pipeline StagesGet Pipeline StageGet List of OwnersGet Owner InformationGet Export Task Status and File URLRun CRM Data Export TaskGet Line Item DetailsGet Line Item Custom PropertiesAssociate RecordsGet Public URL for FileGet Subscription DefinitionsCreate Call LogSearch Line Items (Filter Search)Search Fees (Filter Search)Search Discounts (Filter Search)Create Meeting LogRetrieve Service Custom PropertiesAssociate a Custom Object Record with a ContactCreate OrderRetrieve OrdersUpdate OrderRetrieve OrderUpload a File to a Specified FolderSearch Multiple Contacts (or Criteria)More inspiration for you
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