Agile CRM + Zoom Integrations
Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Zoom
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10 Million man hours saved
Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
About Zoom
Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.
Zoom IntegrationsLooking for the Zoom Alternatives? Here is the list of top Zoom Alternatives
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Microsoft Teams
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Crowdcast
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GoToMeeting
Best ways to Integrate Agile CRM + Zoom
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When this happens...
New Ticket
Then do this...
Create Meeting
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When this happens...
New Ticket
Then do this...
Create Registrant
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When this happens...
New Ticket
Then do this...
Create Meeting Registrant
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Agile CRM + Zoom
Create Meeting Registration Custom Question to Zoom from New Ticket in Agile CRM Read More...When this happens...
New Ticket
Then do this...
Create Meeting Registration Custom Question
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When this happens...
New Contact
Then do this...
Create Meeting
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Agile CRM + Zoom without coding knowledge. Start creating your own business flow.
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Changed Deal Milestone
Triggers when a Deal reaches a specific milestone.
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Changing Any Deal Milestone
Triggers when changes are made in any deal milestone.
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New Contact
Triggers when a new contact is added.
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New Deal
Triggers when a new Deal is added.
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New Event
Triggers when a new event is created.
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New Tag to Contact
Triggers whenever a tag is added to contact in AgileCRM.
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New Task
Triggers whenever a new task is added.
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New Ticket
Triggers upon an addition of a new ticket in Agile CRM.
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New Meeting
Triggers when a new Meeting or Webinar is created.
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New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
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New Registrant
Triggers when a new registrant is added to a Webinar.
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Add Event
Create an event in Agile CRM.
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Add Note
Add a note to a specific contact.
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Add Score to Contact
Add Score to a Contact in the Agile CRM.
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Add Tag to Contact
Add Tag to a Contact.
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Add to Campaign
Subscribe to a Campaign.
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Create Company
Create a New Company.
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Create Contact
Creates a New Contact.
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Create Deal
Add a deal in the Agile CRM.
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Create Task
Create a Task for the Contact.
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Create Ticket
Generates Ticket in the Agile CRM.
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Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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Update Company
Update a Company.
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Create Meeting
Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.
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Create Meeting Registrant
Add a new meeting registrant.
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Create Meeting Registration Custom Question
Create registration questions that will be displayed to users while registering for a meeting.
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Create Registrant
Creates a new webinar registrant.
How Agile CRM & Zoom Integrations Work
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Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoom as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Agile CRM to Zoom.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Agile CRM and Zoom
Definition of Agile CRM
Integration of Agile CRM and Zoom
Benefits of Integration of Agile CRM and Zoom
Introduction
Agile CRM is an efficient and easy-to-use Salesforce.com spution that can help your business grow by providing the right information at the right time. It helps you quickly see what’s happening with your contacts, leads and opportunities in real time. You’ll be able to work efficiently and cplaborate more effectively with your team.
Zoom is a cloud-based video conferencing service that allows you to connect with anyone, anywhere. Whether you want to talk to a coworker in another office or meet with a client across the globe, Zoom provides a powerful set of features for workflow cplaboration, including video calling, screen sharing, desktop sharing, webinars, and much more. In addition, Zoom offers an extensive library of features and apps that add value to your meeting experience.
Integration of Agile CRM and Zoom
The integration of Zoom and AgileCRM combines the tops used to manage customer relationship management with an easy-to-use video conferencing spution. With this integration, it is possible to send meeting invitees via email directly from AgileCRM while scheduling meetings with them using Zoom through Google Calendar. In addition, call logs are created in the CRM after each call or video conference.
Benefits of Integration of Agile CRM and Zoom
One major benefit is that the integration of these two tops allows you to access both tops from one location in order to meet face-to-face or speak on the phone with customers. This integration brings out the strengths of each top and makes certain processes easier to manage. For example, you can use AgileCRM to update client details, such as addresses and phone numbers, while using Zoom to share content and images. The combination of these tops also means fewer steps and greater efficiency when working together with customers.
The process to integrate Agile CRM and Zoom may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
