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Customerly + Zoom Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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 Customerly + Zoom

  • Customerly Zoom

    Customerly + Zoom

    Create Meeting to Zoom from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    Zoom Create Meeting
  • Customerly Zoom

    Customerly + Zoom

    Create Registrant to Zoom from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    Zoom Create Registrant
  • Customerly Zoom

    Customerly + Zoom

    Create Meeting Registrant to Zoom from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    Zoom Create Meeting Registrant
  • Customerly Zoom

    Customerly + Zoom

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

    Customerly + Zoom

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

    Customerly + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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 User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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 Customerly & Zoom Integrations Work

  1. Step 1: Choose Customerly 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 Customerly to Zoom.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and Zoom

The integration of Customerly and Zoom is a beneficial process for the company. This is because Customerly is used to manage and track customers’ information. It helps to make sure that the customers are satisfied by giving them detailed information about the products they want to purchase. ZOOM, on the other hand, is used to perform all the financial transactions using the credit card of the customer. Together, these two tops can enhance the quality of customer service which will lead to the growth of the company.

Customerly is a top used by the company to keep in touch with its customers. The software can be used to keep track of all the customers who have bought products from the company. It also allows the company to send them messages about their products and services. All these information are stored in Customerly’s database. This way, the company can check what products a customer has bought before. The software helps to identify how many customers have bought a certain product. It also shows if some customers have bought more than one product. Based on this information, the company can predict what products to promote so that it can sell more products.

Zoom is a credit card processing system which allows customers to pay for purchases using their credit cards. It is used in various businesses to allow their customers to pay for their purchases using credit card payment. It provides the company with different options to use when accepting payments from customers. For instance, it has three ways of receiving payments from customers. First, there is the option of asking customers to fill out a form when making their purchases. Second, companies can use barcode scanners when taking payments from customers. Third, they can ask customers to swipe their credit cards on the machine for instant payment.

When both Customerly and Zoom are used together, the management of the company will be easier and faster. This will help the company provide better customer service because it will help them keep track of their customers’ information and preferences. Most importantly, it will help predict which products to sell so that they can earn more profits.

The process to integrate Customerly 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.