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Set up your first integration
Quickly connect Pipedrive to Zoom with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Pipedrive with Zoom - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Create Meeting" in Zoom.
You’re connected!
Zapier seamlessly connects Pipedrive and Zoom, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
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Practical ways you can use Pipedrive and Zoom
Create Zoom meetings for new Pipedrive deals
When a new deal is created in Pipedrive, Zapier will automatically set up a corresponding Zoom meeting. This automation helps Business Owners streamline their deal follow-ups and reduce the time spent on administrative tasks, allowing more focus on strategic aspects of running the business.
Business OwnerLog meeting recordings to Pipedrive projects
When a Zoom recording is completed, Zapier will automatically attach the recording to the relevant Pipedrive project, ensuring the team has easy access to important discussions and decisions. This automation eliminates manual download-upload steps and keeps engineers focused on their work.
EngineeringAdd Zoom webinar registrants from Pipedrive leads
When a new lead is created in Pipedrive, Zapier will automatically register the lead for an upcoming Zoom webinar. This ensures the marketing team can leverage the lead's interest in educational or promotional webinars and effectively move leads further down the funnel.
Marketing & Marketing OpsLearn how to automate Pipedrive on the Zapier blog
Learn how to automate Zoom on the Zapier blog
Frequently Asked Questions about Pipedrive + Zoom integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and Zoom
How can I set up a trigger in Pipedrive to start a Zoom meeting automatically?
To set up a trigger in Pipedrive that starts a Zoom meeting automatically, you can use our integration platform. You first need to select Pipedrive as your trigger app and define the trigger event, such as when a new deal is added or updated in your sales pipeline. Then, you connect Zoom as the action app and choose the action 'Create Meeting.' This way, every time the specified event occurs in Pipedrive, a new Zoom meeting will be created.
Can I log Zoom calls directly into Pipedrive?
Yes, our integration allows you to log Zoom call details directly into Pipedrive. By setting up an appropriate action in our platform after your desired trigger (like when a deal reaches a certain stage), the call information from Zoom can be logged into existing tasks or notes within your Pipedrive account.
What are some commonly used triggers and actions between Pipedrive and Zoom?
Commonly used triggers include 'New Deal,' 'Updated Deal,' and 'New Person' in Pipedrive. Popular actions for these triggers are 'Create Meeting' and 'Update Meeting' in Zoom. This means that when an event like creating or updating a deal happens in Pipedrive, corresponding actions such as scheduling or modifying meetings occur automatically in Zoom.
Is it possible to schedule recurring meetings through this integration?
While our integration supports scheduling meetings whenever specific events occur in Pipedrive, setting recurring meetings needs additional setup. You may need to configure each repetition individually unless using features provided by third-party tools designed for handling recurring events.
What happens if there's an error during the automation process?
If there's an error during any part of the automation process between Pipedrive and Zoom, you'll receive notifications detailing what went wrong. Our platform allows you to review these errors so you can adjust settings or re-run particular automations after addressing issues.
Can I customize what information is included from my CRM into my Zoom invitations?
Yes, you can customize what information from your CRM is included in your Zoom invitations by mapping fields according to your needs during the setup process. Information such as client names, deals numbers, or specific notes can be embedded into meeting descriptions or agenda sections of invitation emails.
How do I ensure my integrations remain secure while using them with both platforms?
We ensure security by complying with industry standards for data protection and using OAuth for authentication processes where applicable. Both platforms operate over HTTPS connections so all data transmitted between them is encrypted securely ensuring privacy and protection against unauthorized access.