Skip to content

ClickMeeting + Zoho CRM

ClickMeeting + Zoho CRM

ClickMeeting + Zoho CRM integrations

Add new ClickMeeting registrants for new or updated Zoho CRM contacts

Effortlessly keep your Zoho CRM contacts updated in ClickMeeting with this seamless automation. Whenever a new or updated contact is detected in Zoho CRM, this workflow will instantly add them as a new registrant in ClickMeeting, saving you the time and effort of manual data entry. Stay organized and connected with your contacts by streamlining your registration process.

When this happens...
New or Updated ContactTriggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
TriggerPolling
automatically do this!
Add New RegistrantTriggers when a new attendee registers to your event.
ActionWrite

Start free with email

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Zoho CRM and ClickMeeting

Discover other triggers and actions you can use with Zoho CRM and ClickMeeting

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
New Upcoming Event with Registration
Triggers when you create a new event with registration.
Trigger
Polling
Try It
- Room ID
  Required
Trigger
Polling
Try It
- Name
  Required
- Last Name
  Required
- Email Adress
  Required
- Room ID
  Required
Action
Write

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
New Upcoming Event
Triggers when you create a new event.
Trigger
Polling
Try It
- Room ID
  Required
Trigger
Polling
Try It
- Name
  Required
- Room Type
  Required
- Access Type
  Required
- Registration
Action
Write

About ClickMeeting

Video conferencing software for product demos, training sessions, online courses, business meetings and webinars.

Related categories

Video Conferencing

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier