Surefire CRM + Zoom

Surefire CRM + Zoom integrations

Create new Surefire CRM contacts from Zoom meeting registrants

Connect your Zoom and Surefire CRM apps with this seamless workflow. Once set-up, every new registrant on Zoom will instantly emerge as a contact within Surefire CRM. Ideal for professionals and businesses who handle frequent virtual meetings, this workflow eliminates the need for manual data entry, saving valuable time and preventing errors for more efficient customer relationship management.

When this happens...
New Meeting RegistrantTriggers when a new registrant is added to a meeting.
TriggerInstant
automatically do this!
Create ContactCreates a new contact or updates an existing contact.
ActionWrite

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More things you can do with Zoom and Surefire CRM

Discover other triggers and actions you can use with Zoom and Surefire CRM

- Meeting Type
  Required
Trigger
Instant
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- Info
Trigger
Instant
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- Meeting Type
  Required
Trigger
Instant
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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

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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- Webinar or Meeting?
  Required
Trigger
Instant
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- Upcoming Meeting
Trigger
Instant
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- Upcoming Webinar
Trigger
Instant
Try It
- 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
Create Contact
Creates a new contact or updates an existing contact.
Action
Write

About Surefire CRM

Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

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Related categories

Video Conferencing

Similar apps

GoTo Meeting

Video Conferencing

Intermedia AnyMeeting

Video Conferencing

Crowdcast

Webinars

Related Zap Templates

Create Surefire CRM contacts from new Zoom webinar registrants

Related Zap Templates

Create Surefire CRM contacts from new Zoom webinar registrants