In the left sidebar menu, click Overview.Hover over the scheduling page you want to add a Zoom video conference to and click Edit.In the Overview tab, click the Add videoconference link dropdown menu and select Zoom.In your HubSpot account, navigate to Sales > Meetings.If you enable password protection in Zoom, users will be required to enter a password before viewing a recording.Your Zoom meeting link will be sent in the default language set in your HubSpot account.Your HubSpot user email address must match your Zoom user email address to add a Zoom videoconference link to your meeting links.Up next, we'll use the Scheduling Assistant to help us expand the meeting. You can also open the meeting request in your calendar to see how many people have accepted, tentatively accepted, or declined. You can review the email from the people you invite. They can also edit their response before sending it.Īn email form opens where they can enter a message. Then, they can choose to Accept, Tentatively accept, or Decline the invitation. Regardless of whether they are using the Outlook program or working with their email in a browser using the Outlook Web App, they can note the location and time, and read your message. The last thing we'll do is add a message, down here, to give our recipients more information about the meeting.Įach person on the To line, including the person who schedules the conference room, receives an invitation that looks like this. The location is updated and the room name is added to the To line. If your organization shows conference rooms and other resources in the address book, you can add a room here.Ĭlick Yes. Next, let's change the category from Work alone to Team. If a person is not required, click Optional. We could have clicked this button to create a new meeting, but this is less work because the form is mostly filled out. The appointment becomes an email form, with a To line and a Send button. Let's say we need help on the presentation we are creating.Īll we have to do is invite people to the appointment that we created in the first movie, and then we can turn it into a meeting.
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