Pipedrive + Zoom

Update Pipedrive persons each time new Zoom meeting registrants are added

When a new registrant confirms attendance for your Zoom meeting, there's no need to manually update your contact list in Pipedrive. This workflow ensures your Pipedrive contact list is always current by updating the person's details when they register for a meeting on Zoom. This not only saves time but also helps maintain an error-free, organized database.

When a new registrant confirms attendance for your Zoom meeting, there's no need to manually update your contact list in Pipedrive. This workflow ensures your Pipedrive contact list is always current by updating the person's details when they register for a meeting on Zoom. This not only saves time but also helps maintain an error-free, organized database.

  1. When this happens...
    ZoomZoom
    New Meeting Registrant

    Triggers when a new registrant is added to a meeting.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Update Person

    Updates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.

    ActionWrite
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Supported triggers and actions

  • Zoom triggers, actions, and search

    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
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pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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zoom logo
zoom logo

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

Related categories

  • Video Conferencing

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