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Quickly connect Redtail CRM to Zoom with a Zapier template.

Our most popular template

Create Zoom webinar registrants from new Redtail CRM activities
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Redtail CRM + Zoom
Create new Redtail CRM contacts from Zoom webinar registrants
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Zoom + Redtail CRM
Create new activities in Redtail CRM whenever new meetings are scheduled in Zoom
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Zoom + Redtail CRM

Create Zoom webinar registrants from new Redtail CRM activities

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Redtail CRM + Zoom

Create new Redtail CRM contacts from Zoom webinar registrants

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Zoom + Redtail CRM

Create new activities in Redtail CRM whenever new meetings are scheduled in Zoom

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Zoom + Redtail CRM

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Activity Created" from Redtail CRM.

Add your action

An action happens after the trigger—such as "Create Meeting" in Zoom.

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Zapier seamlessly connects Redtail CRM and Zoom, automating your workflow.

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.

Activity Created
Triggers when a new activity is created in your database.
Trigger
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
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 Type
  Required
Action
Write
- Upcoming Webinar
  Required
- Email
  Required
- First Name
  Required
- Send Confirmation Email to Registrants
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Meeting Type
  Required
- Info
- ID
- Topic
- Exact Match
Action
Search
- Meeting_uuid
  Required
Action
Search

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Meeting Type
  Required
Trigger
Instant
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- Info
Trigger
Instant
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- Meeting Type
  Required
Trigger
Instant
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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
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- Info
- Upcoming Meeting
  Required
- Email
  Required
- First Name
  Required
- Language
- Auto Approval
Action
Write
- Meeting ID
  Required
- Deletion Type
  Required
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 Type
  Required
- Meeting or Webinar ID
  Required
Action
Search
- Meeting UUID
  Required
Action
Search

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Practical ways you can use Redtail CRM and Zoom

Create Zoom meetings from Redtail activities

When a new activity is created in Redtail CRM, Zapier automatically triggers the creation of a corresponding Zoom meeting. This streamlines scheduling and ensures meeting invites are prepared instantly, reducing manual input and improving time management.

Business Owner

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Track Zoom meeting records in Redtail activities

Zapier helps to track support interactions by creating a new activity in Redtail CRM every time a Zoom meeting ends. This keeps all customer communication organized and ensures support teams have access to detailed meeting history for follow-ups.

Customer Support Ops

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Add Zoom meeting registrants to Redtail contacts

Whenever someone registers for a Zoom webinar or meeting, Zapier automatically adds them as a new contact in Redtail CRM. This reduces the time marketing teams spend on manual data input while ensuring no potential leads fall through the cracks.

Marketing & Marketing Ops

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Learn how to automate Zoom on the Zapier blog

Make work flow with AI

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

Learn about AI automation

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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 moreLearn moreHelpHelp

Related categories

Video Conferencing

Similar apps

GoTo Meeting

Video Conferencing

Intermedia AnyMeeting

Video Conferencing

Crowdcast

Webinars

Connect Redtail CRM to Zoom on the world's largest no-code automation platform

Explore Redtail CRM + Zoom Integrations

scheduleonce

Explore Redtail CRM + Zoom Integrations

scheduleonce

Connect Redtail CRM and Zoom to unlock the power of automation

Set up your first integration

Create Zoom webinar registrants from new Redtail CRM activities

Create new Redtail CRM contacts from Zoom webinar registrants

Create new activities in Redtail CRM whenever new meetings are scheduled in Zoom

Create Zoom webinar registrants from new Redtail CRM activities

Create new Redtail CRM contacts from Zoom webinar registrants

Create new activities in Redtail CRM whenever new meetings are scheduled in Zoom

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Redtail CRM and Zoom

Create Zoom meetings from Redtail activities

Track Zoom meeting records in Redtail activities

Add Zoom meeting registrants to Redtail contacts

Learn how to automate Zoom on the Zapier blog

7 ways to automate Zoom with Zapier

How to automatically upload Zoom recordings to Google Drive

Connect Calendly to Zoom: Create meetings from scheduled events

Make work flow with AI

Connect Redtail CRM to Zoom on the world's largest no-code automation platform

Explore Redtail CRM + Zoom Integrations

Explore Redtail CRM + Zoom Integrations