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.
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.Agile CRM Integrations
Zoom + Agile CRMAdd Score to Contact in Agile CRM when New Recording is created in Zoom Read More...
Zoom + Agile CRMCreate or Update Contact to Agile CRM from New Recording in Zoom Read More...
It's easy to connect Zoom + Agile CRM without coding knowledge. Start creating your own business flow.
Triggers when a new Meeting or Webinar is created.
Triggers when a new Recording is completed for a Meeting or Webinar.
Triggers when a new registrant is added to a Webinar.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
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.
Add a new meeting registrant.
Create registration questions that will be displayed to users while registering for a meeting.
Creates a new webinar registrant.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Zoom is a cloud-based video conferencing software that allows users to hpd meetings, presentations and training sessions online. The software is available as a service and can be accessed by a browser, desktop and mobile devices. Zoom is used by more than 50,000 organizations worldwide, including Cisco, IBM, General Electric, and BMW.
Agile CRM is a component of Salesforce that consists of three main modules. sales, marketing and service. Agile CRM has features such as lead generation, lead management, lead scoring, pipeline analytics, territory and quota management and forecasting. With the release of the Lightning Experience in May 2016, Agile CRM was renamed Sales Cloud.
Integration of Zoom and Agile CRM enables users to transition seamlessly from Zoom to Agile CRM during a meeting. In a typical scenario, when a user starts the Zoom meeting, the meeting details are captured in Agile CRM. Once the Zoom meeting ends, the details in Agile CRM are automatically updated with the meeting details. This ensures that all attendees have access to the information in Agile CRM after the meeting is over.
The integration of Zoom and Agile CRM enables users to improve business processes by making it easier for them to share information between systems during meetings. As a result, users do not have to spend time on manual entry of meeting details after each meeting.
In conclusion, we can say that integration of Zoom and Agile CRM improves business processes by enabling seamless transfer of meeting details from Zoom to Agile CRM.
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