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!
New MeetingTriggers when a new Meeting or Webinar is created.Trigger- New Meeting RegistrantTriggers when a new registrant is added to a meeting.Trigger
- New RecordingTriggers when a new Recording is completed for a Meeting or Webinar.Trigger
- New RegistrantTriggers when a new registrant is added to a Webinar.Trigger
- Create MeetingCreates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)Action
- Create Meeting RegistrantCreates a new meeting registrant.Action
- Create Webinar RegistrantCreates a new webinar registrant.Action
Projects DataTrigger to get projects data so that we can create dynamic dropdown with uuidsTrigger- Followup CRM
Create a Project
Scheduled
Action
- Followup CRM
Create Project Company Contact
Scheduled
Action
- Followup CRM
Create project sales behavior
Scheduled
Action
- Followup CRM
Add a task to a client when there is a Hail Impact to the client’s address.
Scheduled
Action
- Followup CRM
Store a document file in a specific project
Scheduled
Action
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.
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