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Microsoft Dynamics CRM + Zoom Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

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 Microsoft Dynamics CRM + Zoom

  • Microsoft Dynamics CRM Zoom

    Microsoft Dynamics CRM + Zoom

    Create Meeting to Zoom from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zoom Create Meeting
  • Microsoft Dynamics CRM Zoom

    Microsoft Dynamics CRM + Zoom

    Create Registrant to Zoom from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zoom Create Registrant
  • Microsoft Dynamics CRM Zoom

    Microsoft Dynamics CRM + Zoom

    Create Meeting Registrant to Zoom from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zoom Create Meeting Registrant
  • Microsoft Dynamics CRM Zoom

    Microsoft Dynamics CRM + Zoom

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

    Microsoft Dynamics CRM + Zoom

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

    Microsoft Dynamics CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • Updated Lead

    Triggers when a lead is updated.

  • 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
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • 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 Microsoft Dynamics CRM & Zoom Integrations Work

  1. Step 1: Choose Microsoft Dynamics 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 Microsoft Dynamics CRM to Zoom.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Zoom

Microsoft Dynamics CRM is a customer relationship management software application. It allows users to store information related to their customers and also allows them to utilize the information available in the system to improve their knowledge of their customers. The system can be used to handle sales, marketing, and service for an organization.CRM can be integrated with other applications to enhance its functionality. For example, Microsoft Exchange Server can be integrated with CRM to provide a single view of all customer-related data. Other applications that can be integrated with CRM include Sage Act! and Salesforce.com.

Zoom is a video conferencing application that allows users to communicate via video conference. Zoom also enables users to use one-way video calling. The application eliminates the need for traveling between offices or using expensive phones to communicate with co-workers. Using Zoom saves an organization money because employees can work from home and avoid the cost of traveling between offices, as well as the cost of purchasing phones and traveling to meetings.Zoom is available on Windows, Mac, iOS, Android, and Linux platforms.Zoom also offers integration with Microsoft Dynamics CRM.

Integration invpves making the two systems work in a manner that enhances their functionality and improves the productivity of users. Integration invpves two basic steps. configuration and connection. Configuration invpves defining the data exchange between both applications while connection invpves establishing a link between the systems that facilitates data transfer.Integration of CRM and Zoom results in the fplowing benefits:

Integration of Microsoft Dynamics CRM and Zoom results in an enhanced user experience, increased productivity, reduced costs, and improved performance of both applications.

The process to integrate Microsoft Dynamics 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.