Clientify + Zoom
Create Clientify contacts from new Zoom meeting registrants
When a new registrant signs up for a meeting in Zoom, this workflow instantly creates a contact in your Clientify account. This process provides an efficient way to manage your client interactions and keep your Clientify database up to date, eliminating the need for manual entry. Seamlessly keep track of all your meeting attendees with this handy automation.
When a new registrant signs up for a meeting in Zoom, this workflow instantly creates a contact in your Clientify account. This process provides an efficient way to manage your client interactions and keep your Clientify database up to date, eliminating the need for manual entry. Seamlessly keep track of all your meeting attendees with this handy automation.
- When this happens...New Meeting Registrant
Triggers when a new registrant is added to a meeting.
- automatically do this!Create Contact
Creates a Contact in Clientify
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New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Try ItWebinar or Meeting?Required
Try ItUpcoming Meeting
Try ItUpcoming Webinar
Try It
New Audio Transcript
Triggers when a new audio transcript has been completed after a meeting or webinar completes.
Try ItMeeting TypeRequired
Try ItNew Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
Try ItMeeting TypeRequired
TopicRequired
WhenRequired
Time Zone
Password
Duration (in minutes)Required
