This is a YouTube video titled "HubSpot Zoom Playbooks" created on May 3, 2023, demonstrating the integration of HubSpot's Playbooks feature within the Zoom app. The speaker explains how users can access Playbooks during Zoom calls to take notes and manage contacts, highlighting new functionality and user instructions. The content is a single-speaker presentation focused on software features and usage.
Hey, friends. The HubSpot app for Zoom now includes access to Playbooks. So check this out here I am in Zoom, and we have the HubSpot app pulled up here. There's an Apps button you can access your apps from, and we can map participants here. Right? I'm the only person in the call, so I'll just map myself to a contact. You can do associations. You've been able to take notes. These have been around for a while, but now you can access Playbooks also. So if we want to access a Playbook for this person, we can open the demo outline. And what's going to happen is in a new browser tab, the Playbook is going to open just kind of in its own little window here. And we can shrink this up and we can move Zoom over here, and we can now have this, this Playbook and take notes and log things as the call is going. This is now live. You may have to uninstall, reinstall force updates to the Zoom app, but once it flows through, you'll be able to use your Playbooks. Check it out. Let me know what you think and let me know if you have any questions.
