Redtail CRM + Zoom integrations
Create new activities in Redtail CRM whenever new meetings are scheduled in Zoom
Once a new meeting is set up in Zoom, this workflow immediately records the details as an activity in your Redtail CRM. This seamless transfer of information between your favorite virtual meeting application and Redtail CRM simplifies your work procedures, minimizes the necessity for manual data entry, and boosts your organizational capacity.
- When this happens...New MeetingTriggers when a new Meeting or Webinar is created.
- automatically do this!Create ActivityCreates a new activity in your database.
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More things you can do with Zoom and Redtail CRM
Discover other triggers and actions you can use with Zoom and Redtail CRM
- Meeting TypeRequired
Try ItTriggerInstant- Meeting TypeRequired
Try ItTriggerInstant- New Cloud Recording
Triggers when a new Cloud Recording is completed for a Meeting or Webinar.
Try ItTriggerInstant
- New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Try ItTriggerInstant - Webinar or Meeting?Required
Try ItTriggerInstant- Upcoming Meeting
Try ItTriggerInstant- Upcoming Webinar
Try ItTriggerInstant
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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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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