Insightly + Zoom

Insightly + Zoom integrations

Create records in Insightly for new webinar registrants in Zoom

This workflow begins as soon as a new registrant signs up for your webinar in Zoom. It then creates a new record in Insightly, ensuring no new participant goes unnoticed in your database. Say goodbye to manual data entry, and make your webinar management more efficient with this seamless process. The automation ensures timely updates in Insightly for every new Zoom webinar registrant.

When this happens...
New Webinar RegistrantTriggers when a new registrant is added to a Webinar.
TriggerInstant
automatically do this!
Create RecordCreates a Record
ActionWrite

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More things you can do with Zoom and Insightly

Discover other triggers and actions you can use with Zoom and Insightly

- Meeting Type
  Required
Trigger
Instant
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- Info
Trigger
Instant
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- Meeting Type
  Required
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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New Workspace Reservation
Triggers when you reserve a room or device-enabled desk.
Trigger
Instant
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- Info
- Upcoming Meeting
  Required
- Email
  Required
- First Name
  Required
- Language
- Auto Approval
Action
Write
- Meeting ID
  Required
- Deletion Type
  Required
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 Type
  Required
- Meeting or Webinar ID
  Required
Action
Search
- Meeting UUID
  Required
Action
Search
- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Action
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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- Meeting Type
  Required
Action
Write
- Upcoming Webinar
  Required
- Email
  Required
- First Name
  Required
- Send Confirmation Email to Registrants
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Meeting Type
  Required
- Info
- ID
- Topic
- Exact Match
Action
Search
- Meeting_uuid
  Required
Action
Search
- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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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 moreLearn moreHelpHelp

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