Does Zoom integrate with Salesforce and HubSpot?

Default adds a Zoom link to each meeting it books on an event with Zoom as the location, then a Create Activity or Create Engagement node logs the meeting in Salesforce or HubSpot. Zoom's own Salesforce app and HubSpot's Zoom integration cover meetings that reps start or schedule inside those tools.

How do you add Zoom links to HubSpot meetings?

In Default, set the event's Location to Zoom, and each meeting booked from your form gets a Zoom link. A Create Engagement node with Engagement type set to Meeting then logs it on the HubSpot contact. HubSpot's own scheduling pages add Zoom through the Add videoconference link setting.

More than a Zoom Salesforce integration

Add a Zoom linkto every booked meeting

Default adds a Zoom link to each meeting it books with the routed rep.

Request a Demo

Display Scheduler booking with Zoom as the location, then a Salesforce Event with the Zoom link

Zoom on every booking

Set Zoom as an event's location once, and every meeting booked on it gets a Zoom link.

Events list with each event's location set to Zoom or Zoom Personal

Pick the Zoom location

Pick Zoom or Zoom Personal as the location for each event.

Meeting log with a reassignment and a new Zoom link, then a cancellation that removes the call and calendar event

New link on reassignment

When a meeting moves to another rep, Default creates a new video link for the new host.

Booked meeting logged as a Salesforce Event and a HubSpot meeting

Logged to your CRM

A workflow logs each booked meeting in Salesforce or HubSpot.

Every booked meetinggets a Zoom link

An admin connects Zoom once for the whole workspace, and each event uses Zoom or Zoom Personal as its location.

Events docs

Events

Set the location, hosts, duration, and booking questions once per event.

Zoom docs

Zoom setup

An admin connects Zoom from the Conferencing section of Integrations.

The link follows the host

Reassigning a meeting creates a new video link for the new host. Canceling a meeting, or marking it a no-show, removes the calendar event and the call.

Reassigned meeting with a new host and Zoom link, and a canceled meeting with its calendar event and call removed

Meetings docs

Meetings

Reassign, cancel, or mark a no-show from the meeting's details.

No-shows docs

Reminders and no-shows

Email and SMS reminders go out before the call, with reschedule and cancel links.

Booked from the form,logged to your CRM

Display Scheduler books the meeting with the routed rep, and Create Activity or Create Engagement logs it in Salesforce or HubSpot.

Workflow booking a meeting from a form, then logging it in Salesforce and HubSpot

Scheduler docs

Calendar on the form

The routed rep's calendar opens over your page right after the form.

CRM nodes docs

CRM nodes

Create Activity writes a Salesforce Event, and Create Engagement writes a HubSpot meeting.

FAQ

Questions about the Zoom Salesforce integration

Default adds a Zoom link to each meeting it books on an event with Zoom as the location, then a Create Activity or Create Engagement node logs the meeting in Salesforce or HubSpot. Zoom's own Salesforce app and HubSpot's Zoom integration cover meetings that reps start or schedule inside those tools.
In Default, set the event's Location to Zoom, and each meeting booked from your form gets a Zoom link. A Create Engagement node with Engagement type set to Meeting then logs it on the HubSpot contact. HubSpot's own scheduling pages add Zoom through the Add videoconference link setting.