Redtail CRM + Zoom

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.

  1. When this happens...
    ZoomZoom
    New Meeting Summary

    Triggers when a summary is available for a meeting. Note: you must be the meeting host.

    TriggerInstant
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Activity

    Creates a new activity in your database.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

redtailcrm logo
redtailcrm logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
zoom logo
zoom logo

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 more

Related categories

  • Video Conferencing

Similar apps

GoTo Meeting integrationsGoTo Meeting integrations

GoTo Meeting

Video Conferencing
Intermedia AnyMeeting integrationsIntermedia AnyMeeting integrations

Intermedia AnyMeeting

Video Conferencing
Crowdcast integrationsCrowdcast integrations

Crowdcast

Webinars