How to Do a Webinar with HubSpot and Zoom

A few years ago, I wrote a blog post on how to do a webinar with HubSpot and GoToWebinar. I am a huge fan of GTW, and given its native integration with HubSpot, it is always my first choice for webinar technology.

However, if budget is an issue, my recommendation would be Zoom. The connection to HubSpot is not native, but you can set up the integration by hand, which is what I’m going to walk you through today!

1. Establish accounts at HubSpot and Zoom

It’s always good to start at ground zero. You’ll need accounts at both HubSpot and Zoom to make this work.

If you have multiple Zoom accounts at your company, your internal Zoom administrator will need to assign the webinar plan to the person setting up the webinar (probably you). See this article.

2. Set up the integration

(You only have to do this once.)

• Log into HubSpot and click the “Marketplace” icon in the main navigation bar. 
• Under “Manage,” select “Connected Apps.” 
• Then in the upper right, click “Visit App Marketplace.”  
• Look for the Zoom integration, and click “View Integration.” 
• In the dialog box, click “Connect to Zoom.” Enter your Zoom login credentials and then sign in.
• You'll be asked to give permission for HubSpot to access your Zoom account. Click “Allow.” You'll be redirected back to the HubSpot, where you'll see Zoom under “Connected Apps.” 
• Click Zoom to review your integration permissions, configure new contact exclusions, or link a Zoom user account. Now, if a contact registers or attends a Zoom webinar, they will be created as a contact in the HubSpot account, not just in Zoom. If a contact already exists in HubSpot, a new contact will not be created; their contact record will just be updated to reflect the webinar sign-up. 

Now that the one-time setup is taken care of, you can complete these final steps to sync your specific webinar data:

• In HubSpot, click the “Marketplace” icon in the main navigation bar. 
• Under “Manage,” select “Connected Apps.” Then, in your list of connected apps, click “Zoom.”
• In the “Webinars” tab, configure sync settings for Zoom webinars. Use the “Choose a Zoom User” option to see their webinars dropdown menu to select a Zoom user. Select the “Sync?” checkbox beside your webinar to sync your data to HubSpot.

3. Create a new webinar in Zoom

Okay, now it’s time to schedule your webinar in Zoom. Log in to Zoom, click on “Webinars” on the left-hand side and then the blue “Schedule a Webinar” button at the top.

Enter the title of your webinar, the date and time, and timezone. (I usually enable a Practice Session here.) Hit “Schedule”, and you’ll be redirected to the manage page.

Now you have a couple of choices to make: Do you want to manually approve registrations as they come in? (Most marketers don’t want to manually approve registrants, but some companies want to do this extra step to weed out competitors from the attendee list.) And do you want the webinar to be “open” in that registration isn’t required and anyone who has the generic link can join? Or do you want to require people to register and receive their own unique URL to join the webinar? (This option gives you better data in terms of audience engagement, polling info, and so on, and is typically what marketers use.)

These options are under the “Invite Attendees” tab in the “Approval Section.” Click on “Edit.”

You’ll get a dialog box like this:

All three options will work with HubSpot; you just need to pick which one you want and then click “Save All.”

While you’re in Zoom, be sure to turn off the Zoom notification email (unless you want those to go out via Zoom instead of HubSpot). Click on the “Email Settings” tab and turn off “Confirmation Email to Registrants.” You may want to send out just the one-hour reminder email via Zoom; if so, you’ll turn that on here as well.

(You can add panelists under the “Invite Attendees” tab. You can resend or cancel attendees under this tab as well, under “Manage Attendees.” Polls are under the “Polls” tab. Branding doesn’t matter since we are using HubSpot to register attendees.)

Pro tip: The “Practice Session” option will allow you to log into the webinar an hour early to practice right before the webinar. It will not allow you to practice the day before. To do that, you’ll need to create a separate webinar in Zoom for your practice session.

Before you leave Zoom, write down or copy the Webinar ID under the calendar buttons at the top:

4. Create your registration form and landing page

Time to hop over to HubSpot!

If you already have a HubSpot form you want to use to have people register for the webinar (such as a general one for awareness stage offers), you don’t need to create a new one. If you have specific questions you want to ask for webinars, you’ll need to create a new form in HubSpot.

Then create your landing page and thank you page in HubSpot as you would any other offer.

5. Make a workflow to connect HubSpot and Zoom

Now it’s time for the magic. Publish the landing page and thank you page, and then go to workflows in HubSpot. The enrollment criteria is when someone fills out the registration form on the landing page you just created.

Then, you’ll want to add an action before the next step. This action is called “Add contact to Zoom Webinar.” In the next prompt, fill out the specific Webinar ID.

Pro tip: You can see if the integration is working by using the “Test” functionality on your workflow and then going over to Zoom and seeing if the test contact is under “Manage Attendees.”

After you run this workflow the first time, HubSpot will be able to use “Last registered Zoom webinar,” which is the person’s unique link to join the webinar. This field populates from Zoom automatically when someone registers for a webinar, if you selected “Automatically Approve” or “Manually Approve” in Zoom.

6. Create the follow up email

If you want the confirmation email to come from HubSpot (so it can have your branding) and not Zoom, you need to also create that. Note that this email cannot be a “Simple Follow Up” email sent via the form; it needs to be an “Automation” email. Learn how to do this here.

Pro tip: It's easier and less set-up to have the confirmation emails come from Zoom instead of HubSpot, and the Zoom emails have calendar invites, which HubSpot does not support. However, the Zoom emails do not have your branding, so that's the drawback.

When drafting your confirmation email, you’ll want to include the user’s unique join link by inserting the “Last registered Zoom webinar” personalization token.

Note: It’s important to understand that this field updates when someone registers for their second or third webinar with your company. Practically, this means that the unique join link only works if you only have one webinar going on at a time. Concurrent webinar promotions means that people can’t register for both. If you are promoting two webinars at once, I recommend using the Zoom emails and not HubSpot or not requiring registration to attend.

Pro tip: I have seen the API not work on just a couple of contacts out of nearly 1,000 registrations so that the unique join code field is blank. If this makes you nervous, use the Zoom emails. Another option is to make the default value of the Webinar Join Link be something like: “ERROR—your join link could not load. Please contact us ASAP.”

If registration isn’t required for your webinar, you’ll want to get the generic join link from Zoom to include in your email. This is under the “Invite Attendees” tab.

Publish your follow-up email. Then, head back over to your workflow from Step 5 and add a delay of five minutes (for HubSpot and Zoom to sync) at the bottom. Finally, add an action to send your email confirmation.

7. Create your email invitation

You can now create a promotional email in HubSpot with your branding to invite people to the webinar. Simply include a link to your landing page, and you are good to go.

8. Manage registrations

To see who has registered for the webinar, simply create a Smart List in HubSpot with the criteria of anyone who filled out the form on your landing page. Use this list to exclude people from future webinar email promotions, since they already signed up.

You can also see this list in Zoom under the “Invite Attendees” tab, which is where you can cancel a registration or send a confirmation email on a one-off basis directly from Zoom.

9. Conduct the webinar using Zoom

You’ll need to log back into Zoom in order to start the webinar on the day of the event. Zoom has most of the features you’d expect in terms of Q&A, polling, panelists, and so on. Learn more about Zoom webinars here. (P.S. Zoom has an option to livestream your webinar on Facebook!)

And learn more about how to put together a kick-butt webinar in my e-book: The Marketer’s Guidebook to Hosting a Webinar.

10. Export reports from Zoom, or pull reports directly from HubSpot.

After the webinar is over, Zoom will create a few reports, which are available under “Reports” (left-hand menu) and then “Webinar.” All of the contacts are already in HubSpot (they registered there, after all), and now Zoom can tell HubSpot if someone attended or didn’t attend, which is important for your follow-up emails.

The “Attendee Report” in Zoom will give you attendance statistics, as will creating an “Active” list in HubSpot. You can pull this data in HubSpot by creating the active list with the specific webinar ID or name criteria and then adding “Zoom webinar attendance event,”  like below:

You also have the ability to see the average attendance duration if you’d like. A 100 percent value for this property would mean the contact attended the entire webinar.

11. Follow-up email and recording

You recorded your awesome webinar, right? If so, you’ll want to make that recording available on a thank you page and make a new landing page (or modify the old registration page) to access the recording.

Then, you can send out follow-up emails to all attendees and non-attendees. Check out my blog post on doing this using smart content.

And don’t forget to set up a lead nurture stream for the leads your salespeople say need a bit more nurturing!

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