Customerly + Zoom Integrations
Appy Pie Connect allows you to automate multiple workflows between Customerly and Zoom
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.
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 Customerly + Zoom
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When this happens...
New Lead
Then do this...
Create Meeting
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When this happens...
New Lead
Then do this...
Create Registrant
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When this happens...
New Lead
Then do this...
Create Meeting Registrant
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Customerly + Zoom
Create Meeting Registration Custom Question to Zoom from New Lead in Customerly Read More...When this happens...
New Lead
Then do this...
Create Meeting Registration Custom Question
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When this happens...
New User
Then do this...
Create Meeting
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Customerly + Zoom without coding knowledge. Start creating your own business flow.
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New Lead
Triggers when a new lead is created.
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New User
Triggers when a new user is created.
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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 User Tag
Attach a tag to an existing user or lead.
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Create or Update Lead
Creates or updates a lead.
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Create or Update User
Creates or updates a new user.
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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 Customerly & Zoom Integrations Work
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Step 1: Choose Customerly 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 Customerly 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 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.
