SharpSpring + Zoom

Create or update SharpSpring leads from new Zoom registrants for seamless lead management

Easily manage new Zoom registrants by adding them as leads in SharpSpring with this automated workflow. Once set up, every time a new registrant joins a Zoom webinar, their information will be instantly added to SharpSpring as a lead or updated if they already exist. This simplifies your lead management process, ensuring you never miss an opportunity to engage with potential customers.

When this happens...
New Webinar Registrant
Triggers when a new registrant is added to a Webinar.
TriggerInstant
automatically do this!
Create/Update Lead
Create a Lead in SharpSpring or update by email address.
ActionWrite

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Supported triggers and actions

What does this mean?

New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Trigger
Instant
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- Upcoming Meeting
Trigger
Instant
Try It
- Upcoming Webinar
Trigger
Instant
Try It
- Upcoming MeetingRequired
- EmailRequired
- First NameRequired
- Last NameRequired
- Confirmation Email
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

New Account
A new Account is created in SharpSpring.
Trigger
Scheduled
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New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Scheduled
Try It

New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Scheduled
Try It
- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

- Meeting TypeRequired
Trigger
Instant
Try It
New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
Trigger
Instant
Try It
- Meeting TypeRequired
- TopicRequired
- WhenRequired
- Time Zone
- Password
- Duration (in minutes)Required
Action
Write
- Upcoming WebinarRequired
- EmailRequired
- First NameRequired
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
New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Scheduled
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Scheduled
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Scheduled
Try It
- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

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Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

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 Help

Related categories

Video Conferencing

Similar apps

GoTo Meeting

Video Conferencing

Intermedia AnyMeeting

Video Conferencing

Crowdcast

Webinars

PRODUCTS

CAPABILITIES

By team

SharpSpring + Zoom

Create or update SharpSpring leads from new Zoom registrants for seamless lead management

New Meeting Summary

New Meeting Registrant

Upcoming Meeting

New Webinar Registrant

Upcoming Webinar

Create Meeting Registrant

EmailRequired

First NameRequired

Last NameRequired

Confirmation Email

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Account

New Form Fillout Event

New Opportunity

Create Account

Account Owner

Account NameRequired

Industry

Phone

Number of Employees

Website

Address

City

State

Country

Create/Update Lead

Email AddressRequired

First Name

Last Name

Company Name

Lead Status

Lead Owner

Title

Street

City

Country

State

Zip Code

Website

Phone Number

Mobile Phone

Description

Industry

Is Unsubscribed

Tracking ID

New Meeting

Meeting TypeRequired

New Recording

Create Meeting

Meeting TypeRequired

TopicRequired

WhenRequired

Time Zone

Password

Duration (in minutes)Required

Create Webinar Registrant

Upcoming WebinarRequired

EmailRequired

First NameRequired

Update Zoom Meeting

New Email Open Event

New Lead

New Page Visit Event

Create Campaign

Campaign NameRequired

Campaign Type

Campaign Alias

Campaign Origin