Redtail CRM + Zoom
Create Zoom meetings for newly created Redtail CRM contacts
Effortlessly schedule Zoom meetings for new contacts in Redtail CRM with this seamless workflow. When a contact is created in Redtail CRM, it instantly triggers the creation of a meeting in Zoom, ensuring you never miss an opportunity to connect. Stay organized and efficient by automating your meeting scheduling process.
Effortlessly schedule Zoom meetings for new contacts in Redtail CRM with this seamless workflow. When a contact is created in Redtail CRM, it instantly triggers the creation of a meeting in Zoom, ensuring you never miss an opportunity to connect. Stay organized and efficient by automating your meeting scheduling process.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
