Connect HubSpot and Zoom
Zoom allows you to create a custom access code for your meetings. 1. Log into the Zoom web portal and view your Profile. 2. Locate the Personal Meeting ID. How to add multiple hosts for your instructors to run live stream sessions through your Zoom account · 1. Start from your Zoom profile here and head to ‘Users’. Requirements: To generate an attendee list, you need to be the 1) the host of the meeting, 2) in a role with Usage Reports enabled, or 3) an account.
How to use Zoom: 10 tips and tricks for better video meetings – Prerequisites
The moment they accept your contact request, you will be able to chat, share files and images, and meet as soon as you approve the request. There will be an email invitation sent to those who have not registered for a Zoom account, if you add their email address. It is also possible to use a channel to communicate with a group. Then, when you start a meeting, wait for your co-host to join, and add the person by clicking the three dots that appear when you hover over their video box.
Alternatively, you can go to the Participants window, choose Manage Participants , hover over the co-host’s name, and select More to find the Make Co-Host option. If the option doesn’t appear, ask your account administrator to enable the settings in the Meeting tab for co-hosting privileges. Zoom lets attendees get into a video call with or without the host being present. Small groups sometimes like this option because they can have a few minutes to chit-chat before the meeting officially kicks off.
In some situations, however, it could be in poor form to have attendees in a virtual room together, waiting for you to start. A better solution is to create a virtual waiting room, where attendees remain on hold until you let them in all at the same time or one by one. Precisely how you enable a waiting room depends on the type of account you have.
When you set one up, however, you can customize what the attendees see while they await your grand entrance. People who work with an assistant will love this option in Zoom that gives scheduling privileges to someone else. Whoever manages your calendar can now schedule Zoom calls for you. To set up the scheduling assistant privilege, log into Zoom, open Meeting Settings , and look under Other. You’ll see a plus sign next to Assign Scheduling Privilege.
Add your scheduling assistants by typing their email addresses and finish by clicking Assign. After you add your scheduling assistants, they must log out of Zoom and log back in for the feature to take effect. From this point on, assistants can create meetings for others by using the Schedule tool.
Look for Advanced Options or Meeting Options depending on which version of Zoom you use , and follow the prompts to create a new meeting. Requirements: The primary Zoom account holder and everyone who receives scheduling privileges must all have Pro or Corp licenses. And for webinars, both account holder and scheduler must have webinar licenses. If you use Zoom more than once a week, there are a couple of keyboard shortcuts worth learning to save you oodles of time.
I is for invite. M is for mute. S is for share. For more inspiration on how to use Zoom more efficiently, explore more Zaps you can create with Zoom and Zapier. The Zapier editorial team is an experienced group of writers and editors who want to help people be more productive at work. A freelancer’s simple project management template for Notion. How to use ConvertKit’s tip jar feature to support your work.
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Webinars Learn about automation anytime, anywhere with our on-demand webinar library. Search apps…. Copy invitation. To access your account details, click “My Account” on the Zoom homepage. My account. Click “Schedule a Meeting” at the top and fill out the form. Scroll to the bottom and click “Save” once all the details are complete. Schedule a meeting online. Once the event has been scheduled, click “Copy the Invitation. Click the blue “Copy Meeting Invitation” button to copy the link to send to colleagues or classmates.
Copy invite. This process may even be easier, as you don’t have to complete the entire process of sending a formal Zoom invitation link in advance. However, this process may not work well for organizing large team check-ins, and therefore should be reserved for quick calls. Start a new meeting. Tap the blue “Start a Meeting” option. This will open a video screen with only your account on the call. Tap “Participants” at the bottom. Add participants. This will open a pop-up to send an invite link via email or message.
You will also have the option to invite contacts or copy the URL to the live call. Send invites. Add a contact. On the desktop app, click the same orange “New Meeting” option on the homepage.
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HubSpot Blog Marketing, sales, agency, and customer success blog content. Customer Blog Examples of how real customers use HubSpot for their business. Applies to:. Integration requirements You must be a super admin in HubSpot. You must have admin permissions in the Zoom account.
You cannot connect multiple Zoom accounts to one HubSpot account, but multiple users in a single corporate Zoom account can use the integration once it is connected. Ensure your Zoom account meets the prerequisites as stated by Zoom. Install the Zoom integration Marketplace icon marketplace in the main navigation bar, then select App Marketplace. Marketplace icon marketplace in the main navigation bar, then select App Marketplace.