?>

Agile CRM + Zoom Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Zoom

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Agile CRM

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 Integrations
Zoom Alternatives

Looking for the Zoom Alternatives? Here is the list of top Zoom Alternatives

  • Microsoft Teams Microsoft Teams
  • Crowdcast Crowdcast
  • GoToMeeting GoToMeeting

Best ways to Integrate Agile CRM + Zoom

  • Agile CRM Zoom

    Agile CRM + Zoom

    Create Meeting to Zoom from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Zoom Create Meeting
  • Agile CRM Zoom

    Agile CRM + Zoom

    Create Registrant to Zoom from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Zoom Create Registrant
  • Agile CRM Zoom

    Agile CRM + Zoom

    Create Meeting Registrant to Zoom from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Zoom Create Meeting Registrant
  • Agile CRM Zoom

    Agile CRM + Zoom

    Create Meeting Registration Custom Question to Zoom from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Zoom Create Meeting Registration Custom Question
  • Agile CRM Zoom

    Agile CRM + Zoom

    Create Meeting to Zoom from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    Zoom Create Meeting
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agile CRM + Zoom in easier way

It's easy to connect Agile CRM + Zoom without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Meeting

    Triggers when a new Meeting or Webinar is created.

  • New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

  • New Registrant

    Triggers when a new registrant is added to a Webinar.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • 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.

  • Update Company

    Update a Company.

  • 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.

  • Create Meeting Registrant

    Add a new meeting registrant.

  • Create Meeting Registration Custom Question

    Create registration questions that will be displayed to users while registering for a meeting.

  • Create Registrant

    Creates a new webinar registrant.

How Agile CRM & Zoom Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoom as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Zoom.

    (2 minutes)

  6. 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.