Microsoft Dynamics 365 CRM + Zoom
Create custom entities in Microsoft Dynamics 365 CRM from new Zoom meeting summaries
Effortlessly streamline your business workflow between Zoom and Microsoft Dynamics 365 CRM with this automation. Once set up, whenever there's a new meeting summary in Zoom, a custom entity will be swiftly created in your Microsoft Dynamics 365 CRM. This process not only saves time but also ensures accurate data transfer for efficient customer relationship management.
Effortlessly streamline your business workflow between Zoom and Microsoft Dynamics 365 CRM with this automation. Once set up, whenever there's a new meeting summary in Zoom, a custom entity will be swiftly created in your Microsoft Dynamics 365 CRM. This process not only saves time but also ensures accurate data transfer for efficient customer relationship management.
- When this happens...New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
- automatically do this!Create Custom Entity
Creates a new custom entity.
- Free forever for core features
- 14 day trial for premium features & apps
