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Pipedrive + Zoom

Update Pipedrive deals when new Zoom meetings are scheduled

Stay organized and efficient by connecting your Zoom and Pipedrive apps with this workflow. When a new meeting is scheduled in Zoom, it will update the corresponding deal in Pipedrive, ensuring that your sales pipeline stays up-to-date. No more manual updates or double-checking, just seamless integration between platforms for a smoother sales process.

Stay organized and efficient by connecting your Zoom and Pipedrive apps with this workflow. When a new meeting is scheduled in Zoom, it will update the corresponding deal in Pipedrive, ensuring that your sales pipeline stays up-to-date. No more manual updates or double-checking, just seamless integration between platforms for a smoother sales process.

  1. When this happens...
    ZoomZoom
    New Meeting

    Triggers when a new Meeting or Webinar is created.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing deal.

    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 Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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Related categories

  • CRM (Customer Relationship Management)

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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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