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.

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

    Triggers when a summary is available for a meeting. Note: you must be the meeting host.

    TriggerInstant
  2. automatically do this...
    ZoomZoom
    Retrieve Meeting or Webinar Participants

    Retrieve the list of participants (as line items) for a given meeting or webinar, up to 3000 participants.

    ActionSearch
  3. then do this...
    Looping by ZapierLooping by Zapier
    Create Loop From Line Items

    Creates a new Loop from line item(s). This is an advanced action!

    ActionWrite
  4. then do this!
    Maximizer CRMMaximizer CRM
    Create Note

    Creates new Note for Address Book/Opportunity/Lead/Case entry

    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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maximizer logo

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.
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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GoTo Meeting integrationsGoTo Meeting integrations

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Intermedia AnyMeeting integrationsIntermedia AnyMeeting integrations

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Crowdcast integrationsCrowdcast integrations

Crowdcast

Webinars
looping logo
looping logo

About Looping by Zapier

Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.
Learn more

Related categories

  • Developer Tools
  • Zapier