Zoom Meeting Creator

OVERVIEW

Use PlusThis to create a Zoom Meeting for a contact based on information stored in properties.  

INTEGRATIONS NEEDED FOR ZOOM MEETING CREATOR

HubSpot

Zoom

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Zoom Meeting Creator Configuration Options

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In this section, you will find the options for building your Zoom Meeting tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.

1

What user should host this meeting?

Select a Zoom user to host the Zoom Meeting. 
*Note* This list will only include paid or corporate users as basic users do not have registration privilages

Create a Zoom Meeting

2

Enter a topic for the meeting

In the PlusThis field, enter a topic for the meeting. This topic will be used for all meetings created through this tool. 
3

Enter a password for contacts to use when entering the meeting

In here, enter what you would like the password to join or you can leave it blank if you do not want to require a password. 
*Note* Passwords are only required when joining a meeting through the browser (not through the Zoom interface). 
4

Please select a date field for the meeting start date

Select a property for PlusThis to use as the meeting start date.  
5

What time would you like to use?

In this drop-down, select what time you would like to use for the meeting start time. 
a
Use the time from the field selected above - Uses the time from the field you selected in step 4

b
Get time from a property - Select the property that contains the start time from the drop-down that appears.  
c
Set a static time - Enter the static time that you would like to use for every meeting created through this tool in the field provided. 
6

What timezone is the start date in?

Select a timezone from the drop-down to treat the start date in. 
7

How many minutes do you expect the meeting to last?

Enter an estimated duration for the meeting. This will help PlusThis determine when to perform meeting follow up actions (configured later in this tool configuration). 
8

Enter the agenda for the meeting

If you desire, enter text to include in each meeting as an Agenda for the Meeting. 

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What information would you like to save from Zoom?

9

Where would you like to store the join URL?

Select a property where you would like the Join URL stored on the contact record.  

If you do not have a property created already, you can create a property by clicking on the plus (+) symbol on the right-hand side of the property selector.
10

Where would you like to store the password?

If you chose to create a password and would like to store it in a property on the contact record, select that property here.  
11

Where would you like to store the meeting topic?

If you would like to store the meeting topic in a property on the contact record, select that property here.  
12

Where would you like to store the meeting agenda?

If you would like to store the meeting agenda in a property on the contact record, select that property here.  

Meeting Follow Up Actions

13

What list(s) should we apply to an attendee?

In the drop-down, select what list you would like to apply to people who attended the meeting.  
14

What list(s) should we apply to a non-attendee

In the drop-down, select what list you would like to apply to people who did not attend the meeting.  

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15

Tool Name

Enter a name for your tool in this field. The name is solely for use inside of PlusThis, and will not be visible to customers. 

FAQs / Tips

Implementation Types

Webhook

Run your tool virtually anywhere in your automation using a Webhook element.

1
Copy the Webhook URL from PlusThis.
2
Add an action in your Hubspot workflow where you would like the PlusThis tool to trigger.
3
Choose the Webhook Trigger at the bottom of the action list on the right hand side.
4
Paste the Webhook in the webhook URL area, and click ‘Save’.

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