1.New recording trigger
Integrate Zoom and meeting recording metadata tools to detect completed recordings and pass meeting ID, topic, duration, and URL into the workflow.
Update lead CRM activities from completed meeting recordings
Automatically monitors new Zoom recordings across Zoom, Google Sheets, Close, and Airtable. Automatically update CRM activity status, log meeting duration in sheets, and align lead records when recordings complete, topics match, or durations meet thresholdβso you can stop manual logging.
How this automation protects your follow-up accuracy
When a qualifying meeting recording arrives, missed CRM updates can slow follow-up and create stale activity timelines. This automation monitors Zoom recordings and updates Google Sheets and Close activities, optionally aligning Airtable lead durationsβso your team can act on the right context quickly.
Zoomor swap with your favorite app
2.Lookup row by meeting ID
Integrate Google Sheets and spreadsheet lookup tools to find the matching worksheet row by meeting ID and qualifying fields to continue the update.
Google Sheetsor swap with your favorite app
3.Update row with duration
Integrate Google Sheets and spreadsheet update tools to map recording duration to the duration column and mark the row as processed.
4.Find matching custom activity
Integrate Close and CRM activity search tools to search for the related custom activity using the sheet or meeting ID as the key.
Closeor swap with your favorite app
5.Update activity status and note
Integrate Close and CRM custom activity tools to mark the activity as attended, store duration, and add the recording link in a note field.
6.Find and align lead record
Integrate Airtable and database record tools to match the lead by meeting ID and update the lead duration field when enabled.
Airtableor swap with your favorite app
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