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Pipedrive + Zoom

Schedule Zoom meetings for new Pipedrive leads in real-time

Effortlessly keep track of new leads in Pipedrive by scheduling Zoom meetings with them using this automation. Every time a new lead is added in Pipedrive, a meeting will be created in Zoom, allowing you to efficiently manage your prospects and communications. Stay organized and save time by letting this workflow handle your lead follow-ups.

Effortlessly keep track of new leads in Pipedrive by scheduling Zoom meetings with them using this automation. Every time a new lead is added in Pipedrive, a meeting will be created in Zoom, allowing you to efficiently manage your prospects and communications. Stay organized and save time by letting this workflow handle your lead follow-ups.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a Lead is created.

    TriggerScheduled
  2. automatically do this!
    ZoomZoom
    Create Meeting

    Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
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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