Integrate your Zoho Webinar account with HubSpot to automatically sync session data such as transcripts, summaries, and attendee details.

The HubSpot CRM integration with Zoho Webinar automates data synchronization by syncing registrant and attendee details directly into the CRM, creating a centralized repository of contacts with timeline events and engagement metrics, also helping your sales and support teams stay aligned and follow up effectively within your HubSpot workspace.

 Prerequisites       

• A Zoho Webinar account

• Admin privileges in HubSpot account with necessary permissions

• Admin privileges in Zoho Webinar
  

Note: This integration is available exclusively in the Zoho Webinar Professional and Enterprise editions.

Use cases

The HubSpot CRM integrates with Zoho Webinar accounts by linking CRM contacts and companies, allowing users to:

• Keep sales and support teams aligned for effective follow-ups within the CRM workspace.

• Create a centralized repository of contacts with timeline events and engagement metrics.  

 Setting up the integration of Zoho Webinar with HubSpot       

 Step 1: Access the HubSpot integration in Zoho  Webinar

• Log in to Zoho Webinar.

• Navigate to Settings from the left panel.

• Locate Apps under the Integrations section.

• Select HubSpot for Webinar and click Configure.

Step 2: Connect your HubSpot account  

• Click Connect to begin authorization.

• On the HubSpot login screen, enter your email and proceed.

• Select the HubSpot account you wish to connect.
  

• Review and approve the requested permissions, then click Connect app.

Step 3: Complete the configuration  

Once connected, you’ll be redirected back to Zoho Webinar and the integration will be active.

Webinar data synced to HubSpot includes:

• Webinar information

• Attendee details

• Chat transcripts

• Recording transcripts

• Recording summaries

Be sure to check the box labeled Enable HubSpot integration by default for all upcoming webinars.

Check or uncheck the boxes to update your preferences for the post-session insights you'd like to push to HubSpot

Perform actions from within HubSpot  

Once integrated, you can take quick actions directly from HubSpot. To do this, navigate to the Contacts section in HubSpot and either click on the desired contact or use the Preview option next to the contact's name.

Schedule a Webinar   

Plan and schedule webinars from contact, company, or deal records.


You can enter the webinar title, type, date, duration, and time zone, and schedule a Zoho Webinar directly from within HubSpot’s interface.

View Zoho Webinar data in HubSpot  

App card views  

Zoho Webinar details will appear in the App card area of relevant HubSpot records. You can use various layout views:

Navigate to Settings, then go to Integration > Connected Apps > Zoho Meeting, and click on App Cards to add Zoho Webinar app cards and manage your Zoho Webinar view preferences.

• Sidebar View

• Preview View

• Ticket View

• Custom tab

Each view displays

Both Associated and Invited sessions include past and upcoming, helping your teams track engagement history and upcoming appointments at a glance.

Notes tab

Under the Notes section of any contact, company, or ticket, you’ll find:

• Chat transcripts

• Recording transcripts

• Recording summaries

Activities tab

The Activities section displays:

• Recording timeline

• Webinar information summary.

These offer a chronological view of how each contact has engaged through meetings.

Disconnecting the integration  

To uninstall:

• Navigate to Settings > Integrations > Apps in Zoho Webinar.

• Locate the HubSpot for Webinar card and click Uninstall to disconnect your HubSpot account.