How to automatically update HubSpot company details for new Zoom meeting registrants

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 HubSpotUpdate company” action for each ZoomNew meeting registrant” event.
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Trigger
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Zoom logoNew meeting registrant
HubSpot logoUpdate company
1

Set the Zoom trigger as “New meeting registrant”

Add the Zoom trigger to initiate your playbook's actions for new Zoom meeting registrants.

To do this, click "Add trigger" in your playbook. Select the "New meeting registrant" trigger option from the dropdown menu under Zoom. It will enable your playbook to automatically identify new meeting registrant and trigger necessary actions.

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

2

Add “Update company” and “Get company” step in HubSpot

Integrate the HubSpot automation into your playbook to promptly update company details in HubSpot for new Zoom meeting registrants.

Click the "Add step" button, then locate "Get company" and "Update company" automation for HubSpot and input the mandatory and relevant details.

If your HubSpot account isn't already connected 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 HubSpot account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically update HubSpot company details for new Zoom meeting registrants 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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