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Zoom + Agile CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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.

Agile CRM Integrations
Agile CRM Alternatives

Looking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • HubSpot CRM HubSpot CRM
  • Alore CRM Alore CRM

Best ways to Integrate Zoom + Agile CRM

  • Zoom Agile CRM

    Zoom + Agile CRM

    Add Score to Contact in Agile CRM when New Recording is created in Zoom Read More...
    Close
    When this happens...
    Zoom New Recording
     
    Then do this...
    Agile CRM Add Score to Contact
  • Zoom Agile CRM

    Zoom + Agile CRM

    Add Event in Agile CRM when New Recording is created in Zoom Read More...
    Close
    When this happens...
    Zoom New Recording
     
    Then do this...
    Agile CRM Add Event
  • Zoom Agile CRM

    Zoom + Agile CRM

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

    Zoom + Agile CRM

    Create or Update Contact to Agile CRM from New Recording in Zoom Read More...
    Close
    When this happens...
    Zoom New Recording
     
    Then do this...
    Agile CRM Create or Update Contact
  • Zoom Agile CRM

    Zoom + Agile CRM

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

    Zoom + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.

  • 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.

How Zoom & Agile CRM Integrations Work

  1. Step 1: Choose Zoom 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 Agile CRM 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 Zoom to Agile CRM.

    (2 minutes)

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

Integration of Zoom and Agile CRM

Zoom

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

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

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.

Benefits of Integration of Zoom and Agile CRM

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.

The process to integrate Zoom and Agile CRM 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.