Capture Zoom meeting participants in HubSpot
Keep promising conversations moving. Notis can add newly reported Zoom meeting participants to HubSpot as contacts.
Trigger
New Meeting Participant
Triggers when a new participant appears in a past meeting's participant report.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Manually checking participant reports and adding people to your CRM creates extra work and makes it easy to miss a follow-up.
- Reduce manual entry from Zoom participant reports.
- Keep newly reported participants available in HubSpot for follow-up.
- Use participant details returned by Zoom to create contact records.
Setup
Build it in a few focused steps.
- 1Connect Zoom and HubSpot once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and give it a name.
- 3Tell Notis to create a HubSpot contact for each new Zoom meeting participant using the participant details Zoom provides.
- 4Pick the Zoom New Meeting Participant trigger and choose where run reports should go.
- 5Test the automation with one real participant report.
Questions about this workflow
Does this trigger during a live meeting?
No. Zoom reports new participants in a past meeting's participant report, so this is based on that report becoming available.
What if Zoom does not provide an email address?
Notis cannot create a reliably identifiable contact without sufficient details. Ask Notis to skip entries that lack an email or another usable identifier.
Will it update an existing contact?
The selected action creates contacts. It does not update an existing contact, so instruct Notis to check the returned HubSpot data first and skip likely duplicates if that is appropriate for your process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Hubspot. A trigger fires from one place; an action lands in another.
Zoom triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Zoom and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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