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Pipedrive + Zoom

Pipedrive + Zoom

Pipedrive + Zoom integrations

Create notes in Pipedrive when new meetings end in Zoom

Stay on top of your sales activities by documenting your Zoom meetings instantly in Pipedrive. This workflow promptly starts once a Zoom meeting concludes, generating a note within Pipedrive that captures all the crucial details. It's an ideal solution for sales professionals, helping to streamline the documenting process, save time, and maintain up-to-date records effortlessly.

  1. When this happens...
    New Meeting Ended
    New Meeting Ended
    New Meeting EndedTriggers when every time a meeting host ends the meeting.
  2. automatically do this!
    Create Note
    Create Note
    Create NoteCreates a new note.
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More things you can do with Zoom and Pipedrive

Discover other triggers and actions you can use with Zoom and Pipedrive

    • Meeting Type
      Required
    Trigger
    Instant
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    • Info
    Trigger
    Instant
    Try It
    • Meeting Type
      Required
    Trigger
    Instant
    Try It
  • Zoom triggers, actions, and search
    New Cloud Recording

    Triggers when a new Cloud Recording is completed for a Meeting or Webinar.

    Trigger
    Instant
    Try It
  • 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
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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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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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