Save new Zoom transcriptions to Maximizer as notes
Keep your CRM up to date effortlessly. This Zap automatically saves transcriptions from completed Zoom calls as notes in Maximizer for all meeting participants who exist in your Maximizer contact list—no manual entry required. Streamline follow-ups, support compliance, and give your team instant access to accurate, timely insights.
Keep your CRM up to date effortlessly. This Zap automatically saves transcriptions from completed Zoom calls as notes in Maximizer for all meeting participants who exist in your Maximizer contact list—no manual entry required. Streamline follow-ups, support compliance, and give your team instant access to accurate, timely insights.
- When this happens...New Audio Transcript
Triggers when a new audio transcript has been completed after a meeting or webinar you hosted completes.
- automatically do this...Retrieve Meeting or Webinar Participants
Retrieve the list of participants (as line items) for a given meeting or webinar, up to 3000 participants.
- then do this...Create Loop From Line Items
Creates a new Loop from line item(s). This is an advanced action!
- then do this!Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
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