Connecting Hubspot with Zoom using Circleback

HubSpot is a customer relationship management (CRM) platform that offers software for marketing, sales, customer service, and content management. The platform combines database functions with email marketing, social media management, web analytics, and lead tracking capabilities. Users can manage contacts, track interactions, create landing pages, and automate workflows.

The software operates on a tiered pricing model with free and paid versions offering different functionality levels. HubSpot integrates with many third-party applications including Gmail, Outlook, Slack, and various social media platforms. The platform provides reporting tools to monitor performance metrics and includes a mobile application for accessing data remotely.

Why would I want to integrate Hubspot with Zoom?

Integrating HubSpot with Zoom streamlines your meeting workflow by automatically syncing meeting data across platforms. When a prospect books a demo through HubSpot, the integration creates a Zoom meeting, adds it to both parties' calendars, and logs the details in your CRM. This eliminates manual data entry and reduces scheduling errors, ensuring your sales team can focus on selling rather than administrative tasks.

The integration enhances lead nurturing by capturing valuable engagement data from Zoom meetings directly in HubSpot contact records. For example, when a prospect attends your webinar, their attendance status, engagement score, and questions asked can be automatically logged in HubSpot. This provides your marketing and sales teams with deeper insights into prospect interest levels, enabling more personalized follow-up communications.

Finally, combining these platforms improves analytics capabilities by connecting meeting activities with sales outcomes. For instance, you can track which types of Zoom meetings (product demos, consultations, webinars) most effectively move prospects through your sales pipeline. This data helps optimize your sales process by identifying which meeting formats drive the highest conversion rates, allowing you to allocate resources more effectively toward high-performing engagement strategies.

Integration instructions

To integrate HubSpot with Circleback, follow these detailed instructions:

1. Log in to your Circleback account. If you don't have an account, sign up for a free 7-day trial at https://circleback.ai/signup.

2. Navigate to the integrations section in your Circleback dashboard.

3. Search for "HubSpot" in the app integration directory.

4. Click on the HubSpot integration tile and select "Connect."

5. You will be prompted to authorize the connection with your HubSpot account. Log in to your HubSpot account if required and approve the necessary permissions.

6. Once connected, configure the data mapping between Circleback and HubSpot:

   • Define which contact fields should sync between systems

   • Set up custom field mappings if needed

   • Determine if you want two-way sync or one-way sync

7. Set up automation triggers based on your business needs:

   • Create automation rules for when new contacts are added to either system

   • Establish contact update rules to keep information synchronized

   • Configure automation for specific customer actions that should trigger updates

8. Test the integration by creating a sample contact in one system and verifying it appears in the other system with the correct information.

9. Activate the integration to begin the automatic syncing of data between Circleback and HubSpot.

10. Monitor the performance of your integration through the Circleback dashboard to ensure data is flowing correctly between systems.

This integration enables you to seamlessly connect your HubSpot CRM with Circleback's capabilities, ensuring your customer data remains synchronized and up-to-date across both platforms.

What is Circleback?

Circleback provides best-in-class AI-powered meeting notes and automations. We support over 100 languages and automatic participant identification in both in-person and online meetings.

• Automatically-identified and assigned action items

• AI-enabled search across all meetings

• Automations with 100+ app integrations

• Industry-leading security with SOC 2 Type II, EU-U.S. Data Privacy Framework, and HIPAA compliance

• Ability to capture both online and in-person meetings with desktop and mobile apps