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ActiveCampaign + Zoom

Create new Zoom meetings from new deal tasks in ActiveCampaign

Streamline your client engagement process with this efficient workflow. When a new deal task is added in ActiveCampaign, a corresponding meeting is directly created in Zoom. This allows for seamless sales management and team coordination, saving you the hassle of manual data entry and ensuring nothing slips through the cracks. Harness this combination to speed up your process and make the most out of your client interactions.

Streamline your client engagement process with this efficient workflow. When a new deal task is added in ActiveCampaign, a corresponding meeting is directly created in Zoom. This allows for seamless sales management and team coordination, saving you the hassle of manual data entry and ensuring nothing slips through the cracks. Harness this combination to speed up your process and make the most out of your client interactions.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New Deal Task

    Triggers when a new deal task is created.

    TriggerInstant
  2. automatically do this!
    ZoomZoom
    Create Meeting

    Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
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    • Task Type (Optional)

    Trigger
    Instant
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  • ActiveCampaign triggers, actions, and search

    New Automation Webhook

    Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
    • Custom ObjectRequired

    Trigger
    Instant
    Try It
  • ActiveCampaign triggers, actions, and search

    New or Updated Account

    Triggers when a new account is added or an existing account's details are updated.

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
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About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
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Related categories

  • Marketing Automation

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About Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

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