Zoho CRM + Zoom

Update Zoho CRM entries when new participants join Zoom webinars or meetings

Streamline your workflow with this automation between Zoom and Zoho CRM. Whenever a new participant joins a webinar or meeting in Zoom, this workflow will promptly update a module entry in Zoho CRM. This ensures that your CRM always reflects your most recent interactions. Perfect for businesses that rely on accurate, up-to-date customer information.

When this happens...
New Participant Joined Webinar or Meeting
Triggers when a new participant joins a webinar or meeting.
TriggerInstant
automatically do this!
Update Module Entry
Update existing entry in the selected module
ActionWrite

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Supported triggers and actions

What does this mean?

- Meeting TypeRequired
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Meeting TypeRequired
Trigger
Instant
Try It
New Cloud Recording
Triggers when a new Cloud Recording is completed for a Meeting or Webinar.
Trigger
Instant
Try It
- Meeting TypeRequired
Action
Write

- Upcoming WebinarRequired
- EmailRequired
- First NameRequired
- Send Confirmation Email to Registrants
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 UuidRequired
Action
Search
- Meeting TypeRequired
- Meeting or Webinar IDRequired
Action
Search
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

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
Try It
- Upcoming MeetingRequired
- EmailRequired
- First NameRequired
- Last Name
- Address
- City
- State
- Zip
- Country
- Phone
- Comments
- Industry
- Job Title
- Number of Employees
- Organization Name
- Purchasing Time Frame
- Role In Purchase Process
- Language
- Auto Approval
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Meeting TypeRequired
- Info
- ID
- Topic
- Exact Match
Action
Search
- Meeting UUIDRequired
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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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

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Related categories

Video Conferencing

Zoho CRM + Zoom

Update Zoho CRM entries when new participants join Zoom webinars or meetings

New Meeting Ended

New Audio Transcript

Info

New Meeting

New Cloud Recording

Create Meeting

Create Webinar Registrant

Send Confirmation Email to Registrants

Update Zoom Meeting

Find Recording and Download

Retrieve Meeting or Webinar Participants

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Trigger

Update Related Module Entry

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Module Entries

Optional Copy

Field name 2

Value 2

New Meeting Summary

New Participant Joined Webinar or Meeting

New Meeting Registrant

Upcoming Meeting

New Webinar Registrant

Upcoming Webinar

Create Meeting Registrant

Last Name

Address

City

State

Zip

Country

Phone

Comments

Industry

Job Title

Number of Employees

Organization Name

Purchasing Time Frame

Role In Purchase Process

Language

Auto Approval

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Meeting/Webinar

Info

ID

Topic

Exact Match

Get Meeting Summary

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

File name

Convert Lead

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

Trigger

Create/Update Module Entry