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Pipedrive + Zoom

Create Pipedrive deals for new Zoom meetings

Effortlessly streamline your sales process with this handy workflow. When a new meeting is scheduled in Zoom, a corresponding deal will be created in Pipedrive, ensuring that prospects are efficiently tracked and managed. No more juggling between apps - this automation keeps your sales pipeline organized and up-to-date.

Effortlessly streamline your sales process with this handy workflow. When a new meeting is scheduled in Zoom, a corresponding deal will be created in Pipedrive, ensuring that prospects are efficiently tracked and managed. No more juggling between apps - this automation keeps your sales pipeline organized and up-to-date.

  1. When this happens...
    ZoomZoom
    New Meeting

    Triggers when a new Meeting or Webinar is created.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new 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
    • Upcoming Meeting

    Trigger
    Instant
    Try It
    • Upcoming Webinar

    Trigger
    Instant
    Try It
    • Upcoming MeetingRequired

    • EmailRequired

    • First NameRequired

    • Last NameRequired

    • Confirmation Email

    Action
    Write
    • 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
    • Upcoming WebinarRequired

    • EmailRequired

    • First NameRequired

    Action
    Write
pipedrive logo
pipedrive logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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zoom logo
zoom logo

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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