Connect to your Webex account

Before you start using Webex within HubSpot, you'll need to link both accounts. Once your accounts are connected, you won't need to do this again.

1

On the HubSpot Contacts page, click Meet.

2

Click the camera icon Insert link to video conference and then select Link Webex account.

3

Select the HubSpot account you want to link your Webex account to and then click Choose Account.

4

When prompted to grant permission to Webex to access your HubSpot account, click Connect app.

5

Enter your Webex email address and click Sign In.

Depending on your organization's configuration, you're redirected to another page to sign in using your SSO credentials.
6

Enter your account details to sign in.

You're connected to your Webex account and can now start to use Webex to collaborate with leads and customers.

Schedule a meeting

Use Webex to easily schedule a meeting with a HubSpot contact.

1

On the HubSpot Contacts page, click Meet.

2

Enter a Title for the meeting.

3

Add further contacts to the meeting using the Attendees drop-down list.

4

Under Start time, choose a date and time for the meeting.

5

Use the Duration drop-down list to set the length of the meeting.

6

Click the camera icon Insert link to video conference and select Webex.

The meeting details appear under the meeting description.
7

Click Save.

The meeting appears on the Activity tab. Select Actions if you need to edit or delete the meeting.

Access meeting recordings or transcripts

You can access recordings or transcripts for meetings that you had with your contacts. To access recordings or transcripts, you need a paid Webex account.


Once a recording is available in HubSpot, all users in the HubSpot organization can access it, regardless of whether they were invited to the meeting. The HubSpot administrator must review call recording regulations that apply to their region, and assign user access as appropriate.

1

On the HubSpot Contacts page, scroll through the Activity or Calls tab to find a meeting that you recorded.

The Meeting recording and Password appear with the Logged call once the meeting is finished. You must ensure the filter for Calls is selected, or else your recording won't appear.


 

You can remove the recording details if required. Edit the Logged call and delete the Meeting recording and Password.

2

Click on the meeting link to open the recording in a new tab.
3

Enter the password and click OK.

The meeting recording opens in your browser.
4

If you want to download the meeting transcript, clickDownload and check Download transcript (.vtt).

5

Click Download.

The transcript downloads in .vtt format so you can open it with any text editor.

Configure Webex as your default video conference link

The HubSpot booking page allows your contacts to book time with you. You can configure Webex as the default meeting link for your scheduling page, which converts every HubSpot meeting into a Webex Meeting.

1

On the HubSpot Meetings booking page, click Edit for the scheduling page you want to change.

2

From the Add video conference link list, select Webex.

3

Click Save.

From now on, when your contacts click on the link to book a meeting with you, a Webex Meeting is scheduled.