Pensight + Zoom
Create Zoom meetings for new Pensight clients starting their first order
Streamline your onboarding process by scheduling a Zoom meeting whenever a new client starts their first order in Pensight. This workflow connects Pensight and Zoom, ensuring you quickly establish a personal connection with your new clients for a smooth start to your working relationship.
Streamline your onboarding process by scheduling a Zoom meeting whenever a new client starts their first order in Pensight. This workflow connects Pensight and Zoom, ensuring you quickly establish a personal connection with your new clients for a smooth start to your working relationship.
- When this happens...New Client Started Their First Order
Triggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads.
- 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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New Client Started Their First Order
Triggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads.
Try ItA User Submitted Form Result
Triggers when a user submitted a form. Useful for inbound lead collection, i.e. sign up emails.
Try ItNew Audio Transcript
Triggers when a new audio transcript has been completed after a meeting or webinar you hosted completes.
Try ItMeeting TypeRequired
Try It
