Capsule CRM + Zoom
Create Zoom meetings for new or updated Capsule CRM contacts
Easily manage meetings with new or updated contacts from Capsule CRM by setting up a seamless workflow to create a Zoom meeting. This automation ensures you can quickly schedule meetings and maintain strong connections with clients or team members without manual entry. Save time and stay organized by letting this efficient process handle your meeting scheduling needs.
Easily manage meetings with new or updated contacts from Capsule CRM by setting up a seamless workflow to create a Zoom meeting. This automation ensures you can quickly schedule meetings and maintain strong connections with clients or team members without manual entry. Save time and stay organized by letting this efficient process handle your meeting scheduling needs.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- 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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