Short answer
A Zoom integration logs meetings, recordings and attendance to Salesforce or HubSpot records, and can connect webinars to marketing campaigns, so client meetings and events are part of the CRM history.
How the Zoom integration works
Zoom offers native integrations with Salesforce and HubSpot for scheduling, meeting logging and webinar registration. Webinar attendance can feed lead scoring and follow-up campaigns.
What syncs
- Meetings and attendees
- Webinar registrations and attendance
- Recordings and transcripts where allowed
See the architecture diagram ↓
Integration options
- Zoom for Salesforce app
- Zoom and HubSpot integration
What to plan for
- Recording retention rules
- Matching attendees to contacts
Frequently asked questions
Can webinar attendance update HubSpot?
Yes. Registrations and attendance can sync to contacts and drive workflows.
Should recordings be stored in the CRM?
Usually only links, with recordings retained according to your recordkeeping policies.