Leader CRM + Zoom

Create Zoom meetings for new Leader CRM activities

Effortlessly manage your sales activities and virtual meetings with this automation. When a new activity is added in Leader CRM, a corresponding meeting will be created in Zoom, ensuring seamless scheduling and organization of essential events. Keep your calendar up-to-date and improve productivity with this efficient workflow.

When this happens...
New Activity
Triggers when a new record is added to the Last Activity column.
TriggerInstant
automatically do this!
Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
ActionWrite

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Supported triggers and actions

What does this mean?

New Activity
Triggers when a new record is added to the Last Activity column.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Full name
- Job title
- Company
- Assigned to
- Labels
- Status
- Phone number
- Email
- Url
- Address
- Birthday
- Note
Action
Write
- TitleRequired
- Contact id
- Assigned to
- Reminder date
- Due date
- Note
Action
Write

- Name
- Phone
- Email
Action
Search
- Full name
- Phone number
- Email
- Job title
- Company
- Assigned to
- Labels
- Status
- Url
- Address
- Birthday
- Note
Action
Search or write

New Audio Transcript
Triggers when a new audio transcript has been completed after a meeting or webinar you hosted completes.
Trigger
Instant
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- Meeting TypeRequired
Trigger
Instant
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New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
Trigger
Instant
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- Meeting TypeRequired
Action
Write
- Upcoming WebinarRequired
- EmailRequired
- First NameRequired
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

New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Additional events
Trigger
Instant
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- Additional events
Trigger
Instant
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- Contact idRequired
- NoteRequired
Action
Write
- IdRequired
- Name
- Job title
- Company
- Assigned to
- Labels
- Status
- Phone
- Email
- Ur
- Address
- Birthday
- Note
Action
Write
- Name
- Phone
- Email
Action
Search
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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- Upcoming MeetingRequired
- EmailRequired
- First NameRequired
- Last Name
- Address
- City
- State
- Zip
- Country
- Phone
- Comments
- Industry
- Job Title
- Number of Employees
- Organization Name
- Purchasing Time Frame
- Role In Purchase Process
- Language
- Auto Approval
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Leader CRM

Leader helps businesses to capture and manage leads & customers on the go.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 Help

Related categories

Video Conferencing

Similar apps

GoTo Meeting

Video Conferencing

Intermedia AnyMeeting

Video Conferencing

Crowdcast

Webinars

PRODUCTS

CAPABILITIES

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Leader CRM + Zoom

Create Zoom meetings for new Leader CRM activities

New Activity

New Note

New Task

Create Contact

Full name

Job title

Company

Assigned to

Labels

Status

Phone number

Email

Url

Address

Birthday

Note

Create Task

Contact id

Assigned to

Reminder date

Due date

Note

Find Contact

Name

Phone

Email

Find or Create Contact

Full name

Phone number

Email

Job title

Company

Assigned to

Labels

Status

Url

Address

Birthday

Note

New Audio Transcript

New Meeting

Meeting TypeRequired

New Recording

Create Meeting

Meeting TypeRequired

Create Webinar Registrant

Upcoming WebinarRequired

EmailRequired

First NameRequired

Update Zoom Meeting

New Contact

New or Updated Contact

Additional events

Updated Contact

Additional events

Create Note

Contact idRequired

NoteRequired

Update Contact

IdRequired

Name

Job title

Company

Assigned to

Labels

Status

Phone

Email

Ur

Address

Birthday

Note

Find or Create Contact

Name

Phone