- How to automatically create Zoom meetings whenever a specific deal stage is reached in HubSpot
- 1. Set the HubSpot trigger as “Deal stage reached”
- 2. Add the “Create meeting” step in Zoom
- 3. Activate your playbook
- Learn more about integrating with HubSpot and Zoom
- Related blog posts
- More how-to guides featuring HubSpot and Zoom
How to automatically create Zoom meetings whenever a specific deal stage is reached in HubSpot
Set the HubSpot trigger as “Deal stage reached”
Add the HubSpot trigger to initiate your playbook's actions whenever a specific deal stage is reached.
To do this, click "Add trigger" in your playbook. Select the "Deal stage reached" trigger option from the dropdown menu under HubSpot. It will enable your playbook to automatically identify newly reached deal stage 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.
Add the “Create meeting” step in Zoom
Integrate Zoom automation into your playbook to ensure that you can invite guests to a meeting whenever a specific deal stage is reached 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.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically create Zoom meetings whenever a specific deal stage is reached 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.
What will you automate?
