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Pipedrive + Zoom

Create Pipedrive people from new Zoom meeting registrants

Keep your sales pipeline updated with this seamless workflow that springs into action every time a new registration for a Zoom meeting occurs. It takes the details of the new registrant and creates a corresponding entry in Pipedrive, ensuring you have all the relevant information about potential leads at your fingertips. No manual data entry is required, saving you time and effort, and keeping you focused on big picture tasks.

Keep your sales pipeline updated with this seamless workflow that springs into action every time a new registration for a Zoom meeting occurs. It takes the details of the new registrant and creates a corresponding entry in Pipedrive, ensuring you have all the relevant information about potential leads at your fingertips. No manual data entry is required, saving you time and effort, and keeping you focused on big picture tasks.

  1. When this happens...
    ZoomZoom
    New Meeting Registrant

    Triggers when a new registrant is added to a meeting.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Person

    Creates a new person.

    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
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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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  • CRM (Customer Relationship Management)

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zoom logo
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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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