Perspective + Zoom

Create Zoom meeting registrants from new Perspective leads via funnel

Streamline the process of scheduling meetings with potential clients when a new lead comes in via Perspective. This workflow instantly books a meeting in Zoom whenever a new lead is registered in Perspective. Experience a seamless connection between your lead generation and meeting management. Stay organized and on top of your tasks, leaving more time for meaningful engagements with your leads.

When this happens...
New Lead via Funnel
Triggers when a new lead is created via a funnel.
TriggerInstant
automatically do this!
Create Meeting Registrant
Creates a new meeting registrant.
ActionWrite

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Supported triggers and actions

- FunnelRequired
Trigger
Instant
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- FunnelRequired
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 TypeRequired
Action
Write

- Upcoming WebinarRequired
- EmailRequired
- First NameRequired
- Send Confirmation Email to Registrants
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Meeting TypeRequired
- Info
- ID
- Topic
- Exact Match
Action
Search
- Meeting UuidRequired
Action
Search

- FunnelRequired
Trigger
Instant
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- Meeting TypeRequired
Trigger
Instant
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- 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
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New Workspace Reservation
Triggers when you reserve a room or device-enabled desk.
Trigger
Instant
Try It
- Info
- Upcoming MeetingRequired
- EmailRequired
- First NameRequired
- Language
- Auto Approval
Action
Write
- Meeting IDRequired
- Deletion TypeRequired
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 TypeRequired
- Meeting or Webinar IDRequired
Action
Search
- Meeting UUIDRequired
Action
Search

About Perspective

Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

Learn more