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Followup CRM + Zoom

Upload new Zoom meeting recordings as Followup CRM files

After a Zoom meeting has been completed and recorded, this integration automatically uploads the recording into an associated Followup CRM file. Easily store your meetings without needing an extra step!

After a Zoom meeting has been completed and recorded, this integration automatically uploads the recording into an associated Followup CRM file. Easily store your meetings without needing an extra step!

  1. When this happens...
    ZoomZoom
    New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

    TriggerInstant
  2. automatically do this!
    Followup CRMFollowup CRM
    Store File Project

    Store a document file in a specific project

    ActionWrite
Try this template

Supported triggers and actions

What does this mean?
followup-crm logo
followup-crm logo

About Followup CRM

Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.

Related categories

  • CRM (Customer Relationship Management)
zoom logo
zoom logo

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

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