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Zapier makes it easy to integrate Attio with Zoom - no code necessary. See how you can get setup in minutes.

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Attio
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Attio
1. Choose trigger event
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Zoom
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Zoom
2. Choose action
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1. Select the event
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Attio
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "List Entry Created" from Attio.

Add your action

An action happens after the trigger—such as "Create Meeting" in Zoom.

You’re connected!

Zapier seamlessly connects Attio and Zoom, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • List
      Required
    Trigger
    Instant
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    • List
      Required
    Trigger
    Instant
    Try It
    • Object
      Required
    Trigger
    Instant
    Try It
  • Attio triggers, actions, and search
    Task Created

    Triggers when a task is created.

    Trigger
    Instant
    Try It
    • List
      Required
    Trigger
    Instant
    Try It
    • Object
      Required
    Trigger
    Instant
    Try It
    • Object
      Required
    Trigger
    Instant
    Try It
    • List
      Required
    Action
    Write

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Attio and Zoom

Log customer webinar registration details.

When a new registrant signs up for a Zoom webinar, Zapier adds their details to Attio. This helps business owners track customer engagement data and plan follow-ups directly within their CRM system.

Business Owner
Try it
Create tasks for completed Zoom meeting summaries.

When a Zoom meeting summary becomes available, Zapier triggers the creation of a task in Attio. This ensures engineers can track important post-meeting action items without manual updates, increasing task visibility and accountability.

Engineering
Update CRM records when Zoom meetings are scheduled.

Whenever a new Zoom meeting is created, Zapier automatically updates the respective customer or deal record in Attio. This keeps sales teams informed and ensures customer interactions are documented without additional manual effort.

Sales Ops

Learn how to automate Zoom on the Zapier blog

Make work flow with AI

Level up your Attio to Zoom integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Attio + Zoom integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Attio and Zoom

How can I connect Attio with Zoom?

You can integrate Attio with Zoom by using our pre-built Zap templates or creating your custom Zaps in Zapier. This process typically involves setting triggers and actions such as 'When a new meeting starts in Zoom, create a contact or update a note in Attio.'

What triggers are available for the Attio and Zoom integration?

The integration allows for several useful triggers, including 'New Meeting' and 'Updated Meeting' in Zoom. These triggers can prompt actions like creating or updating contacts and notes in Attio, enhancing your CRM management process.

Can I automatically create contacts in Attio from Zoom meeting participants?

Yes, you can set up a trigger when a new meeting starts or ends in Zoom to automatically create new contacts in Attio from the meeting participants list using our integration.

Is it possible to sync meeting notes from Zoom to Attio?

While direct syncing of meeting notes isn't supported, you can use an action to update notes in Attio manually after each meeting based on the data available from Zoom meetings.

What kind of actions can be automated between Attio and Zoom?

You can automate actions such as creating or updating contacts, sending emails through your designated email service connected to Zapier, and creating tasks based on the start or end of meetings in Zoom.

How secure is the data transfer between Attio and Zoom during integration?

Data transfer between Attio and Zoom through our platform is secured using encryption protocols. We ensure that only authorized users have access privileges to automate tasks via Zapier.

Do I need any coding skills to set up the integration between Attio and Zoom?

No coding skills are required. Our platform allows you to integrate both services using intuitive triggers and actions setups without any need for programming knowledge.

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About Attio
Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.
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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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