Maximizer CRM + Zoom + Looping by Zapier
Save new Zoom summaries to Maximizer as notes
This Zap automatically saves new summaries from completed Zoom calls as notes in Maximizer for all meeting participants who exist in your contact list in Maximizer—no manual entry required. Streamline follow-ups, support compliance, and give your team instant access to accurate, timely insights.
This Zap automatically saves new summaries from completed Zoom calls as notes in Maximizer for all meeting participants who exist in your contact list in Maximizer—no manual entry required. Streamline follow-ups, support compliance, and give your team instant access to accurate, timely insights.
- When this happens...New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
- automatically do this...Retrieve Meeting or Webinar Participants
Retrieve the list of participants (as line items) for a given meeting or webinar, up to 3000 participants.
- then do this...Create Loop From Line Items
Creates a new Loop from line item(s). This is an advanced action!
- then do this!Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
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