Create new activities in Redtail CRM when new meeting summaries are generated in Zoom
Transform your workflow by linking your Zoom and Redtail CRM applications. This automation activates when a new meeting summary is generated in Zoom, instantly creating an activity in Redtail CRM. It's a simple and efficient solution to keep your records updated, providing a clear overview of your meetings without manual data entry. Boost your productivity and streamline your processes with this powerful integration.
Transform your workflow by linking your Zoom and Redtail CRM applications. This automation activates when a new meeting summary is generated in Zoom, instantly creating an activity in Redtail CRM. It's a simple and efficient solution to keep your records updated, providing a clear overview of your meetings without manual data entry. Boost your productivity and streamline your processes with this powerful integration.
- When this happens...New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
- automatically do this!Create Activity
Creates a new activity in your database.
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