Wise Agent CRM + Zoom

Wise Agent CRM + Zoom integrations

Update Wise Agent CRM leads/contacts with new Zoom meeting registrants

Keep your leads up-to-date in Wise Agent CRM as soon as they register for a meeting in Zoom. This automation updates or adds a contact in Wise Agent CRM whenever there's a new meeting registrant in Zoom. It's an ideal solution for those wanting to maintain an accurate client database in real-time, eliminating the need for manual data entry and ensuring your team has the latest information at their fingertips.

When this happens...
New Meeting RegistrantTriggers when a new registrant is added to a meeting.
TriggerInstant
automatically do this!
Add/Update Lead/ContactAdds or updates a lead.
ActionWrite

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More things you can do with Zoom and Wise Agent CRM

Discover other triggers and actions you can use with Zoom and Wise Agent 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
Try It

- 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
- Contact/Lead ID
  Required
Action
Write

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
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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
- Webhook Type
  Required
Trigger
Instant
Try It
- First Name
- Last Name
- Email Address
- Home Phone
- Cell Phone
- Business Phone
- Fax Number
- Company
- Address
- Suite Number
- City
- State
- Zip Code
- Source
- Website
- Categories
- Note
Action
Write

About Wise Agent CRM

Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.

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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

Add new Zoom webinar registrants to Wise Agent CRM as leads

Related Zap Templates

Add new Zoom webinar registrants to Wise Agent CRM as leads