View recorded meetings on contact timelines If you are using the Google Calendar two-way integration with HubSpot, learn more about adding a videoconference link to a meeting scheduled from a record in the CRM. Once you've entered a valid email address, the switch next to your email address will automatically toggle on. On the Settings tab, enter the email address that you use for your organization.In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar.If you use Zoom with members of your own organization and want to exclude your team members from becoming new contacts in HubSpot, add your company’s email address in the Contact exclusions section of your Zoom integration settings: In the window that opens at the bottom of the screen, set up your meeting.Įxclude contacts from being created in HubSpot In the left panel, click meetings Meet.Tickets: In your HubSpot account, navigate to Service > Tickets.Deals: In your HubSpot account, navigate to Sales > Deals.Companies: In your HubSpot account, navigate to Contacts > Companies.
Contacts: In your HubSpot account, navigate to Contacts > Contacts.You can also add Zoom meeting links when scheduling a meeting in the CRM. Meeting participants need to be logged into their Zoom account and identifiable from their email address in order for HubSpot to track them as participants. Please note: d ue to an API change from Zoom, meeting participants who join a meeting link directly may not be tracked in HubSpot meeting logs or created as contacts. Meeting links will be created in the default language set in your account. When a prospect books a meeting with you, a link to the Zoom video conference will be automatically added to the calendar invite. Click the Add videoconference link dropdown menu and select Zoom.
0 kommentar(er)
