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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
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Supported triggers and actions

What does this mean?
  • Zoom triggers, actions, and search

    New Meeting Summary

    Triggers when a summary is available for a meeting. Note: you must be the meeting host.

    Trigger
    Instant
    Try It
    • Webinar or Meeting?Required

    Trigger
    Instant
    Try It
    • Upcoming Meeting

    Trigger
    Instant
    Try It
    • Upcoming Webinar

    Trigger
    Instant
    Try It
  • Zoom triggers, actions, and search

    New Audio Transcript

    Triggers when a new audio transcript has been completed after a meeting or webinar you hosted completes.

    Trigger
    Instant
    Try It
    • Meeting TypeRequired

    Trigger
    Instant
    Try It
  • Zoom triggers, actions, and search

    New Recording

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

    Trigger
    Instant
    Try It
    • Meeting TypeRequired

    Action
    Write
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)

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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

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