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.
- When this happens...New Deal Task
Triggers when a new deal task is created.
- automatically do this!Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
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Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew 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.
Try ItListRequired
Try It