In this how-to guide

How to automatically create Zoom meetings whenever a specific deal stage is reached in HubSpot
1. Set the HubSpot trigger as “Deal stage reached”
2. Add the “Create meeting” step in Zoom
3. Activate your playbook
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How to automatically create Zoom meetings whenever a specific deal stage is reached in HubSpot

How to automatically create Zoom meetings whenever a specific deal stage is reached in HubSpot

Relay.app is an automation tool that lets you automate actions across HubSpot, Zoom, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Zoom “Create meeting” action for each HubSpot “Deal stage reached” event.

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HubSpot > Zoom

Trigger

Last triggered

Deal stage reached

Create meeting

1

Set the HubSpot trigger as “Deal stage reached”

Add the HubSpot trigger to initiate your playbook's actions whenever a specific deal stage is reached.

To do this, click "Add trigger" in your playbook. Select the "Deal stage reached" trigger option from the dropdown menu under HubSpot. It will enable your playbook to automatically identify newly reached deal stage and trigger necessary actions.

If you still need to connect your HubSpot account to Relay.app, a prompt will guide you through the connection process.

2

Add the “Create meeting” step in Zoom

Integrate Zoom automation into your playbook to ensure that you can invite guests to a meeting whenever a specific deal stage is reached in HubSpot.

Select "Add Step" and then find the "Create meeting" automation for Zoom. Enter all the required details, including the topic, start date, duration, meeting invitees, and agenda.

If you still need to connect your Zoom account to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Zoom account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create Zoom meetings whenever a specific deal stage is reached in HubSpot without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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