Zoho CRM + Zoom
Create Zoom meetings whenever new module entries occur in Zoho CRM
Stay on top of your CRM engagements with this workflow. Whenever there's a new module entry in Zoho CRM, it sets up a meeting in Zoom instantly. This keeps your team informed and ready, eliminating the chance of missing vital customer interactions. A smart move to streamline your scheduling tasks and enhance communication.
Stay on top of your CRM engagements with this workflow. Whenever there's a new module entry in Zoho CRM, it sets up a meeting in Zoom instantly. This keeps your team informed and ready, eliminating the chance of missing vital customer interactions. A smart move to streamline your scheduling tasks and enhance communication.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
