Redtail CRM + Zoom

Redtail CRM + Zoom integrations

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.

When this happens...
New Meeting SummaryTriggers when a summary is available for a meeting. Note: you must be the meeting host.
TriggerInstant
automatically do this!
Create ActivityCreates a new activity in your database.
ActionWrite

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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 Type
  Required
Trigger
Instant
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- Info
Trigger
Instant
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- Meeting Type
  Required
Trigger
Instant
Try It
New Cloud Recording
Triggers when a new Cloud Recording is completed for a Meeting or Webinar.
Trigger
Instant
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New Workspace Reservation
Triggers when you reserve a room or device-enabled desk.
Trigger
Instant
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- Info
- Upcoming Meeting
  Required
- Email
  Required
- First Name
  Required
- Language
- Auto Approval
Action
Write
- Meeting ID
  Required
- Deletion Type
  Required
Action
Write

Update Zoom Meeting
This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields.
Action
Write
- Meeting Type
  Required
- Meeting or Webinar ID
  Required
Action
Search
- Meeting UUID
  Required
Action
Search
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write

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
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- Meeting Type
  Required
Action
Write
- Upcoming Webinar
  Required
- Email
  Required
- First Name
  Required
- Send Confirmation Email to Registrants
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Meeting Type
  Required
- Info
- ID
- Topic
- Exact Match
Action
Search
- Meeting_uuid
  Required
Action
Search
Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

About Redtail CRM

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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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

Learn moreLearn moreHelpHelp

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Video Conferencing

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