Integrate Zoom with Exly to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Zoom

A trigger is an event that starts your Zap and runs the workflow. For example, with Zoom, a trigger could be "New Meeting Ended."

A trigger is the event that kicks off your automated workflow.

Setup an action from Exly

An action is what takes place after the automation is triggered. For example, with Exly, the action could be "Add Customer."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Zoom to Exly

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Triggers and actions are the main components of every automated workflow.

Make work flow with AI

Level up your Zoom to Exly integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Zoom and Exly to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Zoom and Exly to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Meeting Type
  Required
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Meeting Type
  Required
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 Type
  Required
Action
Write

- Upcoming Webinar
- Email
  Required
- First Name
  Required
- 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_uuid
  Required
Action
Search
- Meeting Type
  Required
- Meeting or Webinar ID
  Required
Action
Search
Lead Captured Trigger
This trigger will be updated whenever there is new lead captured on exly
Trigger
Scheduled
Try It
- Listing
  Required
- Full Name
  Required
- Customer Email
  Required
- Customer Phone
  Required
- Customer Country Code
  Required
- Customer Timezone
  Required
- Currency
  Required
- Payment Amount
  Required
Action
Write

New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Trigger
Instant
Try It
- Meeting Type
  Required
Trigger
Instant
Try It
- Upcoming Meeting
Trigger
Instant
Try It
- Upcoming Webinar
Trigger
Instant
Try It
- Upcoming Meeting
- Email
  Required
- First Name
  Required
- 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 Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Meeting Type
  Required
- Info
- ID
- Topic
- Exact Match
Action
Search
- Meeting UUID
  Required
Action
Search
Booking Recieved Trigger
Trigger is implemented when a booking is received in exly system.
Trigger
Scheduled
Try It
Refunds Trigger
Trigger is implemented when we receive refunds webhook in exly system.
Trigger
Scheduled
Try It
- Email
  Required
- Full Name
  Required
- Lead's Phone number
- Country Code
- Lead Status
- Lead Remarks
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Content
- UTM Term
- Reason of contact
Action
Write

Learn how to automate Zoom on the Zapier blog

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

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About Exly

An all-in-one solution built to help enterprises run businesses & manage their community using our sales and marketing suite and robust CRM.

Related categories

eCommerce

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