Nutshell + Zoom
Create Zoom meetings for new won leads in Nutshell
Seamlessly manage your sales success and coordinate client meetings with this Nutshell to Zoom workflow. When a lead is marked as won in Nutshell, a new meeting will be created in Zoom, ensuring a smooth transition from sales to onboarding. Effortlessly keep track of important client appointments and provide a seamless experience for your clients using this time-saving automation.
Seamlessly manage your sales success and coordinate client meetings with this Nutshell to Zoom workflow. When a lead is marked as won in Nutshell, a new meeting will be created in Zoom, ensuring a smooth transition from sales to onboarding. Effortlessly keep track of important client appointments and provide a seamless experience for your clients using this time-saving automation.
- When this happens...Lead Won
Triggers when a lead is won.
- automatically do this!Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
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