1.Detect new meeting recording
Integrate Zoom and scheduling tools to detect qualifying recording events for session tracking.
Update session records and CRM activity after recording
Automatically monitor new recording sessions across Zoom and update Google Sheets and Close. Create and update when topic matches keywords, duration meets threshold, or recording qualifiesβso you can update session duration, mark CRM activity as attended, and capture notes without manual logging.
How this automation marks attended sessions in your CRM
When qualifying recordings land but session details and CRM attendance stay manual, updates get delayed and records fall out of sync. This automation filters by topic and duration, updates your session worksheet, and marks the matching Close custom activity as attendedβso your team keeps activity history current.
Zoomor swap with your favorite app
2.Filter to qualifying recordings
Integrate Filter by Zapier and rules engines to continue only for qualifying recordings.
Filter by Zapieror swap with your favorite app
3.Lookup session row by ID
Integrate Google Sheets and spreadsheet tools to look up the matching session row by meeting ID.
Google Sheetsor swap with your favorite app
4.Update session duration and status
Integrate Google Sheets and data fields tools to update duration and clear placeholder status in the session row.
5.Find related custom activity
Integrate Close and CRM search tools to locate the related custom activity record from sheet data.
Closeor swap with your favorite app
6.Update custom activity as attended
Integrate Close and CRM status tools to set the attended activity status and add a recording note.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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