– Add Zoom to your HubSpot meeting link
Zapier is an automation platform that lets you connect your favorite apps to save time, cut down on tedious tasks, and focus on the work that matters most. Our automations are called Zaps, and you’ll see several pre-made Zaps which we call Zap templates throughout this piece.
To get started with a Zap template, just click on it, and we’ll guide you through customizing it—it only takes a couple minutes.
You can read more about setting up Zaps here. Note: To set up integrations between Zoom and Zapier, you need a paid Zoom account. Free account holders don’t have access to the Zoom API. If you run a lot of meetings—for example, with clients—but don’t have an assistant, you might want to connect your scheduling app, Zoom, and your calendar.
Whenever someone books an appointment in a scheduling app, for example, Zapier can automatically create a new Zoom meeting and add it to whatever app you use for your personal calendar. Here are some pre-built Zaps to power this workflow, but you can create a Zap with whatever apps you use.
To make this automation even more powerful, you can add a step that shares the meeting details with your team via a chat app like Slack. We use this automation all the time here at Zapier—any time a new team meeting in Zoom kicks off, the Zoom link gets posted to the appropriate channel in Slack automatically. For weekly meetings, monthly check-ins, and other regularly-scheduled calls, Zoom lets you create a recurring meeting.
There are two benefits to using this setting. First, it lets you lock in all the call settings you want once and have them be in place every time you meet.
Second, recurring calls use the same join URL each time, so you never have to send a fresh one to attendees. Additionally, if you meet with the same group regularly but not on a regular schedule, you can choose an option called No Fixed Time, which lets you use the same settings and meeting ID over and over with the same group, no matter when you get together.
This option is popular with educational groups who use Zoom as their virtual classroom. How you do this will depend on which platform you’re using, but you can refer to Zoom’s documentation for setting up your recurring meeting.
Fair warning that for any recurring meeting, you cannot schedule it with your Personal Meeting ID also called PMI in Zoom; it’s a virtual private meeting space for you, and the link never changes.
Also, know that all recurring meeting IDs expire after one year, so you’ll have to generate a new one then. Say you’re using Zoom to hold a mandatory event, like a university lecture or a safety training session.
You probably want to know who attends. You can get that information from a report once the meeting is finished. Look for Usage Reports, and then click Meeting to find the meeting you want, select the report type and date range, and generate the report.
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 administrator or owner. In addition to getting an attendance sheet, you can also gather information from meeting attendees about themselves before they join the call. For example, you might want to require that attendees provide their name, company affiliation, or industry.
To collect this information, first you need to require Registration, an option found in the My Meetings tab of the Zoom web app. Then, you can set up a form that attendees must fill out before they can join the meeting.
For the registration form, Zoom provides standard fields, such as name and company affiliation, that you add using checkboxes. To add new questions or fields, jump over to the tab called Custom Questions. From a meeting request in Slack, click Join. With a Zoom Phone plan , use the steps below to make outbound calls from Slack. We’re having trouble. Please try again later! Discover the power of apps and tools. If added as an External Learning Tool , students can use the link to access course meetings and recordings.
After creating a Zoom meeting, a link to access that meeting can also be added to any rich text area in D2L. The most common areas to add a link are in News announcements, the Activity Feed, or the Content Area.
If a Zoom meeting has been recorded, that recording can also be added to a course. Zoom meetings created through D2L integration will populate in the Course Calendar, but they should still be added to one of the areas here to ensure student accessibility. Zoom can be added as an External Learning Tool to a class. When students select this link, they will see any meetings scheduled in Zoom through D2L as well as any cloud recordings for the course.
Instructors can also use this link to schedule new meetings. Note: To share Zoom recordings from meetings created outside of D2L, navigate to depaul.
Then, use the directions for Creating Links in Content to add it as a link to an external website. Once Zoom has been added to a course as an External Learning Tool, students can use it to access previously-recorded Zoom sessions that have been saved to the cloud.
See Recording a Zoom Session for more information on saving to the cloud. Once a meeting has been created, the link can be added anywhere a rich text area appears in D2L, like News, Activity Feed, and Content. Simply enter this number followed by and your video and audio will then be synchronised.
A window listing the other participants will appear. While your hand is raised, the icon should have an outline as below. When your hand is raised, this will be reflected in the list of participants as below. As a host of a Zoom meeting, you can manually lower a participants hand yourself by going to the main participants list as above. Instructions to copy a page from one Canvas course to another are on the Copying and sharing content in Canvas resource page. This subject is delivered in blended mode and includes online classes using Zoom.
This will provide you with a reminder on the dashboard and within the Canvas Calendar for upcoming online classes. As well as sharing the Zoom link for classes using the Accessing your online classes with Zoom templated page, tutors can share Zoom links using a calendar event in Canvas for each tutorial section.
Share your Zoom link with students – LX at UTS.
Add new Zoom webinar registrants to Keap Max Classic as contacts.
How to use the same Join URL for every meeting in Zoom – The Best Zoom Meeting Alternative for You
Be sure to explore Zoom’s settings at least a few minutes before recording a call. If you don’t see the option to record, check your settings in the web app under My Meeting Settings or have your account administrator enable it.
If you need to share the recording later, try one of these Zaps to automatically share once the recording has finished. If you record meeting attendees’ video or audio, it’s common courtesy—and in some places a requirement—to inform them before you do.
Screen sharing allows the host of a call to display whatever’s on their screen to everyone else on the call. Annotation tools let all the meeting participants draw and highlight what’s on screen, which can be immensely helpful when discussing visual materials, such as mockups, graphic designs, and so forth. To annotate while viewing someone else’s shared screen, select View Option from the top of the Zoom window, and then choose Annotate.
A toolbar appears with all your options for annotating, including text, draw, arrow, and so forth. The presenter can use the save button on the toolbar to capture the complete image with annotations as a screenshot. You can also disable attendee annotation altogether. Meetings can have more than one person at the helm. A PR rep might want to cooperatively control a meeting alongside an executive, or a team with more than one lead may prefer to each co-host rather than choose one person over the other.
Whatever your circumstances, you can start a Zoom call and have more than one person be in charge. To use co-hosting tools, you first must enable it in Zoom’s Meeting Settings. Look for the Meeting tab and choose the Co-host option. 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.
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Experts Hire a Zapier Expert to help you improve processes and automate workflows. Community Ask questions, share your knowledge, and get inspired by other Zapier users. Zapier University Video courses designed to help you become a better Zapier user. Optional To filter by the specific class, select the checkbox to “Show my course recordings only”.
To filter by date, use the “Select Date” fields. Select the name of the recording. Select the play button in the recording box to play. Add a Link to News From the course homepage, navigate to the News widget. Select Create Announcement. If the Zoom meeting was created from depaul.
Select Publish. Add any contextualizing information for the body of the post e. Tuesday’s Virtual Meeting and Select Insert. Select Post. Add a Link to Content Select Content. Go to the module to which the link should be added. Enter a Title for the page and add any contextualizing information in the body e.
Navigate to depaul. Select Recordings on the side menu. The “Cloud Recordings” tab will open. Locate the recording from the list. Select Share. Select Copy sharing information. The link will be copied to the clipboard of the device. After connecting the Zoom integration , you can add video conference links to your HubSpot meeting links. This will automatically create a Zoom meeting when prospects book one on one time with you.
If you create a team scheduling page but do not have your individual Zoom account connected to HubSpot , the Zoom link used in the meeting link will be that of the user who originally connected the Zoom integration.
Therefore, the creator of the scheduling page will be the same user whom’s meeting link is added to the calendar invitation. If you have your Zoom account connected, your individual Zoom link will be used. When a prospect books a meeting with you, a link to the Zoom video conference will be automatically added to the calendar invite.
Please note: d ue to an API change from Zoom, meeting participants who join a meeting link directly may not be tracked in HubSpot meeting logs or created as contacts. Meeting participants need to be logged into their Zoom account and identifiable from their email address in order for HubSpot to track them as participants.
Marketplace icon marketplace in the main navigation bar. Under Manage , select Connected apps. Please note: cloud recording must be switched on in your Zoom settings.