Freshsales Suite + Zoom

Update Freshsales Suite contacts when new Zoom meeting registrants are added

Streamline your client management process with this efficient workflow. Whenever a new participant registers for a meeting in Zoom, their contact information is promptly updated in the Freshsales Suite. This saves you from manual data entry and ensures all client information in your sales suite is always up-to-date. Make this workflow a part of your process to keep your sales team synced with your meeting activities.

Streamline your client management process with this efficient workflow. Whenever a new participant registers for a meeting in Zoom, their contact information is promptly updated in the Freshsales Suite. This saves you from manual data entry and ensures all client information in your sales suite is always up-to-date. Make this workflow a part of your process to keep your sales team synced with your meeting activities.

  1. When this happens...
    ZoomZoom
    New Meeting Registrant

    Triggers when a new registrant is added to a meeting.

    TriggerInstant
  2. automatically do this!
    Freshsales SuiteFreshsales Suite
    Update Contact

    Updates an existing contact.

    ActionWrite
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Supported triggers and actions

  • 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
freshsales-suite logo
freshsales-suite logo

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Related categories

  • CRM (Customer Relationship Management)

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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

Related categories

  • Video Conferencing

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