Clientjoy + Zoom

Create new Clientjoy leads from new Zoom meeting registrants

When a new participant signs up for a meeting in Zoom, ensure their information doesn't slip through the cracks with this automation. It will take details from Zoom and create a new lead in Clientjoy for effective tracking and follow-up. Stay organized and maintain efficient, direct communication with your potential clients with this streamlined workflow.

When this happens...
New Meeting Registrant
Triggers when a new registrant is added to a meeting.
TriggerInstant
automatically do this!
Create Lead
Create a new Lead in your Clientjoy's Sales Pipeline.
ActionWrite

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Supported triggers and actions

What does this mean?

- Meeting TypeRequired
Trigger
Instant
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- Info
Trigger
Instant
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- Meeting TypeRequired
Trigger
Instant
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New Cloud Recording
Triggers when a new Cloud Recording is completed for a Meeting or Webinar.
Trigger
Instant
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- Meeting TypeRequired
Action
Write

- Upcoming WebinarRequired
- EmailRequired
- First NameRequired
- Send Confirmation Email to Registrants
Action
Write
Update Zoom Meeting
This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields.
Action
Write

- Meeting UuidRequired
Action
Search
- Meeting TypeRequired
- Meeting or Webinar IDRequired
Action
Search
- WorkspaceRequired
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Instant
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- In which workspace you need to add the Customer?Required
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Instant
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- In which workspace you need to add the Lead?Required
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Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
- Email id of Proposal's receiver (optional)
- Clientjoy ID of Proposal
Action
Write
- Clientjoy WorkspaceRequired
- Client's full nameRequired
- Client's Company
- Client's email addressRequired
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Client Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Write
- Workspace in ClientjoyRequired
- Lead's nameRequired
- Lead's Email address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's Website or Link
- Deal Size
- Choose Currency for Deal SizeRequired
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Lead OwnerRequired
- PrivacyRequired
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Write
- WorkspaceRequired
- Customer IdRequired
- Name
- Email
- Title
- Phone
- Company
- VAT Number
- CurrencyRequired
- OwnerRequired
- Website
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Tags
- Note
Action
Write
- WorkspaceRequired
- Field To Search ByRequired
Action
Search
- Choose the workspaceRequired
- Team member's email or Full nameRequired
Action
Search
- Workspace in ClientjoyRequired
- Field To Search ByRequired
- Lead's nameRequired
- Lead's Email address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's Website or Link
- Deal Size
- Choose Currency for Deal SizeRequired
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Lead OwnerRequired
- PrivacyRequired
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Search or write

New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Trigger
Instant
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- Webinar or Meeting?Required
Trigger
Instant
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- Upcoming Meeting
Trigger
Instant
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- Upcoming Webinar
Trigger
Instant
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- Upcoming MeetingRequired
- EmailRequired
- First NameRequired
- Last Name
- Address
- City
- State
- Zip
- Country
- Phone
- Comments
- Industry
- Job Title
- Number of Employees
- Organization Name
- Purchasing Time Frame
- Role In Purchase Process
- Language
- Auto Approval
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Meeting TypeRequired
- Info
- ID
- Topic
- Exact Match
Action
Search
- Meeting UUIDRequired
Action
Search
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
- StageRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- Choose WorkspaceRequired
- Lead Email (optional)
- Lead Id (optional)
Action
Write
- Choose WorkspaceRequired
- Choose Activity TypeRequired
- Activity Name
- Guests
- Starts AtRequired
- Ends AtRequired
- Color
- Link to Lead/Customer
- Internal Note
- Description
- Location
- Mark As Done
- Send Invites
Action
Write
- Choose WorkspaceRequired
- Recipient NameRequired
- Recipient's Email addressRequired
- Invoice date
- Due date
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit
- Quantity
- Rate
- Tax
- Adjustments
- Discount Type (Number / Percent)Required
- Discount value
- When to apply discount?Required
- Is this a recurring Invoice?Required
- Choose Payment method
- Client note
- Terms and conditions
- Invoice Color
Action
Write
- Choose WorkspaceRequired
- Please choose whether Proposal is for a Lead or CustomerRequired
- Recipient NameRequired
- Recipient EmailRequired
- Name of the Proposal or TitleRequired
- Proposal expiry date
- Choose your custom proposal template
- Choose from Clientjoy's inbuilt templates
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit (e.g. hours, months, etc.)
- Quantity
- Item Rate
- Choose Tax
- Want to apply discount?
- Choose True if you want to send the proposal automatically to the receiver.
Action
Write
- WorkspaceRequired
- Lead IdRequired
- Name
- Email
- Phone
- Company
- Title
- StageRequired
- SourceRequired
- OwnerRequired
- CurrencyRequired
- Deal size
- Conversion Probablity
- Website
- PrivacyRequired
- Last Contact
- Address
- City
- State
- Country
- Zip
- Tags
- Note
Action
Write
- Choose WorkspaceRequired
- Field To Search ByRequired
Action
Search
- Clientjoy WorkspaceRequired
- Field To Search ByRequired
- Client's full nameRequired
- Client's Company
- Client's email addressRequired
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Client Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Search or write

About Clientjoy

Clientjoy is Client Life-Cycle Management Software for Modern Agencies that helps you manage Leads, Proposals, Clients, Invoicing and Revenues under a single roof.

Learn more Help

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CRM (Customer Relationship Management)

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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

Learn more Help

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Clientjoy + Zoom

Create new Clientjoy leads from new Zoom meeting registrants

New Meeting Ended

New Audio Transcript

Info

New Meeting

Meeting TypeRequired

New Cloud Recording

Create Meeting

Meeting TypeRequired

Create Webinar Registrant

Upcoming WebinarRequired

EmailRequired

First NameRequired

Send Confirmation Email to Registrants

Update Zoom Meeting

Find Recording and Download

Meeting UuidRequired

Retrieve Meeting or Webinar Participants

Meeting TypeRequired

Meeting or Webinar IDRequired

Invoice Is Sent

WorkspaceRequired

New Client Is Added

In which workspace you need to add the Customer?Required

New Lead Is Added

In which workspace you need to add the Lead?Required

Payment Is Added

WorkspaceRequired

Proposal Is Sent

WorkspaceRequired

Lead Is Updated

WorkspaceRequired

Convert Proposal to Invoice

WorkspaceRequired

Email id of Proposal's receiver (optional)

Clientjoy ID of Proposal

Create Client

Clientjoy WorkspaceRequired

Client's full nameRequired

Client's Company

Client's email addressRequired

Client's phone number

Client's Title or Designation

Company's VAT number

Choose CurrencyRequired

Choose Client's OwnerRequired

Client Website

Choose Tags

Add a Note

Billing Address

Billing City

Billing State

Billing Country

Billing Zip

Shipping Address

Shipping City

Shipping State

Shipping Country

Shipping Zip

Create Lead

Workspace in ClientjoyRequired

Lead's nameRequired

Lead's Email address

Lead's Phone number

Lead's Title or Designation

Lead's Company name

Lead's Website or Link

Deal Size

Choose Currency for Deal SizeRequired

Conversion Probablity (1-100)

Last Contact Date

Sales Stage in PipelineRequired

Source

Choose Lead OwnerRequired