In this how-to guide

How to automatically create Zoom meetings when deals change status in HubSpot
1. Set the HubSpot trigger as “Deal changed”
2. Add the “Create meeting” step in Zoom
3. Activate your playbook
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How to automatically create Zoom meetings when deals change status in HubSpot

How to automatically create Zoom meetings when deals change status in HubSpot

Relay.app is an automation tool that lets you automate actions across HubSpot, Zoom, and many other apps.

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1

Set the HubSpot trigger as “Deal changed”

Add the HubSpot trigger to initiate your playbook's actions when deals are changed.

To do this, click "Add trigger" in your playbook. Select the "Deal changed" trigger option from the dropdown menu under HubSpot. It will enable your playbook to automatically identify newly changed deals and trigger necessary actions.

If you still need to connect your HubSpot account to Relay.app, a prompt will guide you through the connection process.

2

Add the “Create meeting” step in Zoom

Integrate Zoom automation into your playbook to ensure that you can invite guests to a meeting each time a deal is changed in HubSpot.

Select "Add Step" and then find the "Create meeting" automation for Zoom. Enter all the required details, including the topic, start date, duration, meeting invitees, and agenda.

If you still need to connect your Zoom account to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Zoom account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create Zoom meetings when a deals is changed in HubSpot without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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