Zoom Phone HubSpot integration

Last Updated:

The Zoom integration for HubSpot enables you to use Zoom Phone with HubSpot. The integration provides the following features:

  • A simple click to automatically dial a phone number within HubSpot
  • Manually dial a phone number
  • Automatically log calls to HubSpot and capture meaningful data for your organization (agents can leave notes, create tasks, and more)
  • Access voicemails and recordings within the call logs
  • Enjoy the high call quality and security that are provided by Zoom
  • Agents can leverage additional features with the Zoom client

This article covers:

Prerequisites for integrating Zoom Phone with HubSpot

How to install and sign in to the Zoom Phone app within HubSpot

You will need to be an administrator in Zoom and HubSpot to accomplish these steps:

  1. Sign in to your HubSpot account as an administrator.
  2. In the main navigation bar, click Marketplace, then select App Marketplace.
  3. In the search bar, search Zoom Phone.
  4. Select Zoom Phone for HubSpot, and click Install app.
  5. In the dialog box, enter your Zoom admin login credentials, then click Sign in.
    Notes:
    • You will be prompted to grant permission for Zoom Phone for HubSpot to access your Zoom account. Click Authorize.
    • You will be prompted to grant permission for Zoom Phone for HubSpot to access your hubSpot account. Click Connect app.
  6. Identify the Zoom Phone item in your calling providers list.

How to make a call using Zoom Phone in HubSpot

Call from a contact record

  1. Sign in to your HubSpot account, select Contacts, then Contacts.
  2. Click the name of a record.
  3. In the left panel, click Call, then select Call from: Zoom Phone.
  4. Select a phone number.
    Notes:
    • A Zoom Phone widget will pop up for you to sign in. If you are not signed into the Zoom app, please sign in with your Zoom login credentials, then authorize.
    • Once your call connects, the widget will minimize.
    • Once your call ends, the widget will expand and display the dial panel.

Call from the Zoom Phone widget

  1. Sign in to your HubSpot account click Call, then select Call from: Zoom Phone.
  2. Select a phone number.
  3. In the Zoom Phone widget, type the name of your contact or type a phone number, then click the phone icon  .

How to view call logs

Outbound and inbound calls are automatically logged into HubSpot. The call log are categorized by month and contains the following information:

  • Name of the HubSpot user
  • Inbound or outbound call for the contact
  • Date and time of the call
  • Any associated recording
  • Any associated voicemail

To view your call logs follow these steps:

  1. Sign in to your HubSpot account
  2. In the main navigation bar click Contacts, then Contacts.
  3. Select the desired contact, then in the right panel click the Calls tab.
  4. (Optional) Click a call log item for more detail. The module will expand to show the complement information.
  5. (Optional) Click a call log item to leave a note and assign an outcome. To leave a note, type your note in the box, then click Save. To assign an outcome, click Select an outcome to select your desired outcome.
  6. (Optional) If a call item has a recording or voicemail link, click on the link to be redirected to the recording or voicemail page.

How to sign out from the Zoom Phone app from HubSpot

  1. Open the Zoom Phone widget.
  2. On the bottom left of the dial panel, click Sign out.
    Note: The user session information will be cleared after signing out.

How to remove the integration between Zoom and HubSpot

The integration consists of an app from Zoom and an app from HubSpot. To stop the integration, you will need to uninstall each app from Zoom and HubSpot. You will need to be an administrator in Zoom and HubSpot to accomplish these steps:

Uninstall the Zoom Phone for HubSpot app from HubSpot

You can uninstall the Zoom Phone for HubSpot app as instructed by HubSpot.

Remove the Zoom Phone for HubSpot app from Zoom Marketplace

You can remove the Zoom Phone for HubSpot app by following these instructions.

Zoom Community

Join the 100K+ other members in the Zoom Community! Login with your Zoom account credentials and start collaborating.