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HubSpot Zoom
Create a Zoom meeting when a new deal is created in HubSpot
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HubSpot Zoom

Create a Zoom meeting when a new deal is created in HubSpot

Launch this workflow to connect HubSpot & Zoom !
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■Overview
After creating a new deal in HubSpot, are you still setting up Zoom sales meetings manually? As the number of deals grows, this task can increase the workload for your team and lead to setup errors or missed follow-ups. By integrating HubSpot with Zoom, this workflow automates everything from deal creation to meeting setup, helping you solve these challenges. Eliminate inefficient manual tasks and streamline your sales meeting setup.
‍
■Who is this template for?
  • Sales representatives who manually manage deals in HubSpot and set up sales meetings in Zoom
  • Anyone looking to automate sales activities more efficiently by integrating Zoom and HubSpot
  • Sales team leaders who want to avoid missing new sales opportunities and respond to customers quickly
‍
■Benefits of using this template
  • Automatically create a Zoom meeting when a new deal is created in HubSpot, reducing the time spent setting up sales meetings manually.
  • Prevent human errors such as missed meeting creation or incorrect dates and participant settings, helping reduce the risk of lost opportunities.
‍
■How the flow works
  1. First, connect Zoom and HubSpot with Yoom.
  2. Next, select HubSpot as the trigger and set the action to “When a new deal is created.”
  3. Finally, select Zoom as the operation and set the action to “Create a meeting.”
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
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■Customization options
  • When creating a meeting in Zoom, you can specify any email address to set as the host.
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■Notes
  • Connect both HubSpot and Zoom with Yoom.
  • You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. Please note that the shortest available trigger interval varies by plan.
  • Please note that some Zoom actions may not be available depending on your Zoom plan.
  • Currently, the following actions are 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 Things to note when retrieving meeting recording information in Zoom.
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About the Apps
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.
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Create an onboarding task in ClickUp when a deal is won in HubSpot
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Learn more about Yoom
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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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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Learn more about Yoom
HubSpot
HubSpot
×
Zoom
Zoom
– See what else you can do.
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
Add a contact to HubSpot based on the form information and register an event in Google Calendar.
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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.
View details Try it
Add a contact to HubSpot based on the form information and register an event in Google Calendar.
Automatically create a Google Meet and notify the owner in Slack when a HubSpot deal stage changes to “Qualified”
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This Yoom flow creates a Google Meet link and notifies Slack when a HubSpot deal progresses to an opportunity. Automate meeting URL creation and sharing with the assigned owner to reduce manual work, prevent missed steps, and stay focused on preparing for the deal.
View details Try it
Automatically create a Google Meet and notify the owner in Slack when a HubSpot deal stage changes to “Qualified”
Create an onboarding task in ClickUp when a deal is won in HubSpot
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Create an onboarding task in ClickUp when a deal is won in HubSpot
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HubSpot
HubSpot
×
Zoom
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– See what you can do.
No-Code API Actions
Executable API actions
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HubSpot
Zoom
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
    Get Latest Contact IDs
    Get Latest Company IDs
    Get Latest Deal IDs
    Submit Data to Form
    Create Form
    Get Tax Rate List
    Get Object Associations
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    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 (and 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 Order
    Retrieve Orders
    Update Order
    Retrieve Order
    Upload a File to a Specified Folder
    Search Multiple Contacts (or Criteria)
    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
    Retrieve Webinar Q&A
    List Meeting Participants
    Get Meeting Details (Past)
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
    Get Latest Contact IDs
    Get Latest Company IDs
    Get Latest Deal IDs
    Submit Data to Form
    Create Form
    Get Tax Rate List
    Get Object Associations
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    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 (and 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 Order
    Retrieve Orders
    Update Order
    Retrieve Order
    Upload a File to a Specified Folder
    Search Multiple Contacts (or Criteria)
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)
    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
    Retrieve Webinar Q&A
    List Meeting Participants
    Get Meeting Details (Past)
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