The Value Builder System™ + Zoom

Create new The Value Builder System™ contacts from new Zoom meeting registrants

Whenever a new meeting registrant is added in Zoom, this workflow will immediately create a contact from that email in The Value Builder System™. It’s a simple and efficient way to manage your contacts, saving you the time and effort of manual data entry. This process ensures all your Zoom meeting participants are effortlessly incorporated into your Value Builder System, helping you to better manage and build relationships.

When this happens...
New Meeting Registrant
Triggers when a new registrant is added to a meeting.
TriggerInstant
automatically do this!
Create Contact From Email
Create a new contact based on email address.
ActionWrite

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Supported triggers and actions

- Meeting TypeRequired
Trigger
Instant
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- Info
Trigger
Instant
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- Meeting TypeRequired
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 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
Clicked Email by Contact
Triggers when a contact clicks a link on CTA in an email.
Trigger
Instant
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Open/Click Contact Email
Triggers when a contact interacts with an email (open, click).
Trigger
Instant
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Engagement Program Activated
Triggers when an engagement program is activated for a contact.
Trigger
Instant
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Unsubscribe Contact From Nurture Cycle
Triggers when a contact unsubscribes from Nurture Cycle.
Trigger
Instant
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- EmailRequired
Action
Write
- EmailRequired
- SubjectRequired
- NoteRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Company NameRequired
- CountryRequired
Action
Write
- ToRequired
- SubjectRequired
- Body TypeRequired
- BodyRequired
Action
Write
- EmailRequired
Action
Write
- EmailRequired
Action
Search

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
New Activity Feed
Triggers when a new activity feed is added to Value Builder.
Trigger
Instant
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Opened Email by Contact
Triggers when a contact opens an email.
Trigger
Instant
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Sent Email to Contact
Triggers when a contact is sent an email.
Trigger
Instant
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New Contact
Triggers when a new contact is added to Value Builder.
Trigger
Instant
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Update Contact
Triggers when a specified property is updated on any contact.
Trigger
Instant
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- EmailRequired
- TitleRequired
- DescriptionRequired
- DateRequired
Action
Write
- EmailRequired
- TagRequired
Action
Write
- EmailRequired
Action
Write
- EmailRequired
- What is the purpose of opening this engagement?Required
- Who are you opening the engagement for?Required
- Is the Business Owner paying for the engagement?Required
- Would it be helpful to discuss this engagement with your Customer Success Manager?Required
Action
Write
- EmailRequired
- First NameRequired
- Last NameRequired
- Company NameRequired
- CountryRequired
- City
- Address
- Phone
Action
Write

About The Value Builder System™

Value Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.

Related categories

Marketing Automation

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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