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Maximizer CRM + Zoom

Create Maximizer appointments from new Zoom meetings

This Zapier template automates the process of creating appointments in Maximizer CRM whenever a new meeting is scheduled in Zoom. By integrating these two platforms, you can seamlessly transfer important meeting details to your CRM, ensuring that your team stays organized and up-to-date.

This Zapier template automates the process of creating appointments in Maximizer CRM whenever a new meeting is scheduled in Zoom. By integrating these two platforms, you can seamlessly transfer important meeting details to your CRM, ensuring that your team stays organized and up-to-date.

  1. When this happens...
    ZoomZoom
    New Meeting

    Triggers when a new Meeting or Webinar is created.

    TriggerInstant
  2. automatically do this!
    Maximizer CRMMaximizer CRM
    Create Appointment

    Creates new Appointment entry

    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 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

    • TopicRequired

    • WhenRequired

    • Time Zone

    • Password

    • Duration (in minutes)Required

    Action
    Write
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About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.
Learn moreHelp

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

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