Wise Agent CRM + Zoom

Update Wise Agent CRM leads/contacts with new Zoom meeting registrants

Keep your leads up-to-date in Wise Agent CRM as soon as they register for a meeting in Zoom. This automation updates or adds a contact in Wise Agent CRM whenever there's a new meeting registrant in Zoom. It's an ideal solution for those wanting to maintain an accurate client database in real-time, eliminating the need for manual data entry and ensuring your team has the latest information at their fingertips.

When this happens...
New Meeting Registrant
Triggers when a new registrant is added to a meeting.
TriggerInstant
automatically do this!
Add/Update Lead/Contact
Adds or updates a lead.
ActionWrite

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Supported triggers and actions

- Meeting TypeRequired
Trigger
Instant
Try It
- 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
Try It
- 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
- Webhook TypeRequired
Trigger
Instant
Try It
- First Name
- Last Name
- Email Address
- Home Phone
- Cell Phone
- Business Phone
- Fax Number
- Company
- Address
- Suite Number
- City
- State
- Zip Code
- Source
- Website
- Categories
- Note
Action
Write

New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Trigger
Instant
Try It
- Webinar or Meeting?Required
Trigger
Instant
Try It
- Upcoming Meeting
Trigger
Instant
Try It
- Upcoming Webinar
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
- Contact/Lead IDRequired
Action
Write

About Wise Agent CRM

Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.

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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 more