Setting Up Automated Webinar Registrations from PropFuel through HubSpot to Zoom

Create the Webinar in Zoom

• Ensure the event is a webinar, not a meeting.

Connect Zoom to HubSpot

• Sign in to HubSpot and navigate to Settings.

• Under Account Setup, go to Integrations, then click on Connected Apps.

• Click on Visit App Marketplace, search for Zoom, and install it.

• Connect the Zoom account to HubSpot.

Set Up Automation in HubSpot

• Navigate to Automations in HubSpot and click on Workflow.

• Create a new workflow.

• Set a trigger for the workflow based on the Task title.

• Add an action to the workflow to enroll contacts in the Zoom webinar.

• Ensure the webinar number in the action matches the created webinar.

Configure PropFuel Integration

• Go to PropFuel and set up a workflow based on the contact's response.

• Add an action to create a task in HubSpot.

• Under "Subject", add the same task title added to the HubSpot workflow.

• Ensure the Subject value in PropFuel matches the task title set in HubSpot.

Test the Setup

• Send a test email from PropFuel to a colleague or use a personal email (not the one associated with the Zoom host account).

• Verify that the workflow enrolls the contact in the webinar correctly.

Additional Considerations

• Note that once a contact is registered through the automation, they cannot be registered again using the same workflow.