Seamless collaboration between sales, support, and clients often feels out of reach, but with the Zoho Meeting and HubSpot integration, your teams can finally unify conversations, data, and follow-ups, all inside your favorite CRM workspace.
Here’s how this powerful integration turns your meeting management into a single-point solution for productivity and collaboration.
Why this integration matters for your workflow:
Meetings flow directly into HubSpot, providing a view of every interaction.
Automatic syncing captures participants and meeting details without manual effort.
Visibility into contacts, timelines, and associations enhances understanding.
Recordings, transcripts, and notes are securely stored inside HubSpot for easy access.
Sales, marketing, and support teams share consistent data, enabling collaboration.
What the Zoho Meeting and HubSpot Integration lets you do:
Instant or scheduled meetings: Whether you need to schedule a quick call or plan far ahead, you can launch meetings immediately or schedule them for later, directly from within HubSpot.
A centralized contact repository: All of your contacts, companies, deals, and tickets stay in one unified system. Meetings data are associated automatically, reducing data redundancy.
Engagement metrics and timeline events: HubSpot’s activity timeline keeps everything in view, from past meeting summaries to upcoming sessions. You’ll see at a glance who met with whom, when, and what was achieved.
Automatic saving of details: Automatically save transcripts, recordings, chats, or summaries. Everything is saved neatly into HubSpot Notes, tied to the relevant contact or deal. Perfect for reviews, follow-ups, and sharing insights.
Better alignment between marketing, sales, and support teams: With meeting details tied to deals, tickets, and contacts, your sales and support teams stay aligned. Everyone knows what’s happening, when follow-ups are due, and what was discussed.
How does this integration work?
Get started by signing into your Zoho Meeting account. Then, navigate to Settings > Integrations, and select HubSpot to configure the integration.
Connect the apps and enable authorization to allow data sharing between the platforms.
Once you're connected, participant details, meeting recordings, transcripts, and data will automatically sync into your HubSpot CRM. Learn more.
Wrapping up
Zoho Meeting’s advanced integration with HubSpot transforms how businesses manage meetings by centralizing vital engagement data and automating workflows. By bridging these platforms, sales, marketing, and support teams gain unified access to detailed insights, enhanced customer timelines, and timely follow-ups, resulting in stronger relationships and efficient operations.
Get started today to unlock the full potential of the Zoho Meeting and HubSpot integration!
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