Generate tasks in HubSpot after a Zoom meeting

Wrapping up a Zoom meeting is one thing, but capturing all the action items and getting them into your HubSpot tasks is another challenge entirely. This Playbook takes the hassle out of that process by automatically creating a HubSpot task with all the key action items as soon as your Zoom meeting ends.

It’s perfect for ensuring nothing falls through the cracks and that your team stays aligned on what needs to get done. Whether you’re managing a busy sales pipeline or keeping track of project deliverables, this automation helps you streamline your follow-up process and maintain momentum.

No more scrambling to jot down to-dos after a meeting—let this Playbook handle it for you.

Let’s set it up!

Step 1: Integrate HubSpot and Zoom

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate HubSpot and Zoom.

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card.

You will need to map the fields from Zoom to your HubSpot database for the tasks. If you want to leave one of the fields out, you can just skip it.

Step 2: Run the automation to generate tasks in HubSpot after a Zoom meeting

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard).

When you run the autobook, it will create a task in HubSpot with action items from a Zoom meeting, once the meeting is over.

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