So you’ve embedded Zipcan, and want to connect it to your Hubspot Meetings software. Once connected, your meetings will automatically take place on your website using Zipcan video chat. Follow these steps to get started. 

You will need:

A Hubspot sales account with meetings.

A page within your app or website with Zipcan embedded. Click here to learn about embedding. 

1. Configure your Zipcan admin to Single Chat Room. Note: it is important that you have single room turned on, otherwise you will need to invite the attendee into the room you create. 

Zipcan Admin

2. Copy the link on your website or app where you have embedded Zipcan

3. In Hubspot, navigate to Sales > Meetings to either edit an existing calendar or create a new one. At the configuration step, paste the link from your website or app where you have Zipcan embedded into the Location field. 

Hubspot meetings

4. Complete the steps by adding your availability and adding form questions. Tip: Add a field to the form question to gather notes about the intention for the meeting. 

Hubspot custom quesitons

5. At the time of your meeting both you and your attendee will be connected on your embedded instance of Zipcan. Because this is a single room, you will not need to approve callers, everyone will automatically come into the same room.