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Zoom + Customerly Integrations

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

  • 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 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.

Customerly Integrations

Best ways to Integrate Zoom + Customerly

  • Zoom Customerly

    Zoom + Customerly

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

    Zoom + Customerly

    Create or Update User to Customerly from New Recording in Zoom Read More...
    Close
    When this happens...
    Zoom New Recording
     
    Then do this...
    Customerly Create or Update User
  • Zoom Customerly

    Zoom + Customerly

    Add User Tag in Customerly when New Recording is created in Zoom Read More...
    Close
    When this happens...
    Zoom New Recording
     
    Then do this...
    Customerly Add User Tag
  • Zoom Customerly

    Zoom + Customerly

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

    Zoom + Customerly

    Create or Update User to Customerly from New Registrant in Zoom Read More...
    Close
    When this happens...
    Zoom New Registrant
     
    Then do this...
    Customerly Create or Update User
  • 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 + Customerly in easier way

It's easy to connect Zoom + Customerly 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.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    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 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.

How Zoom & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of Zoom and Customerly

The purpose of the paper is to explain how Zoom and Customerly can be used together to improve customer service. It is important for a business to have a good customer service because that is what will keep a business alive. The customer service should be able to help a customer with their issues and concerns in order to make sure that they are happy with the company. This is why Zoom has combined with Customerly.

In this part, I will explain how Customerly and Zoom integrate with each other to improve customer service. Customerly is a customer management software that helps businesses manage their customers and customer interactions. The software helps businesses submit requests from their customers and assign them to a specific person that can deal with the request or issue. Once the employee takes care of the issue, they can mark it as respved or if it needs more attention, they can continue fplowing through with it until it is finally respved. The employees can also fplow up on the request and see where the customer is at with their issue. In this way, the employees can be updated on how they are doing with the requests. They can set reminders for completing tasks, set due dates, and even give rewards to those who complete tasks quicker. This way, the company has everything on hand when they need it. This software also allows businesses to keep track of all the customers that they have as well as keeping track of all the issues that they have worked on including the ones that have been closed out. They can also see which customers are unhappy or which ones are happy with their services and products. This will allow them to focus on the customers that need more attention and help them out with any issues that they might be having. This makes it easier for businesses to provide better service to their customers.

Zoom is a cplaboration top that allows people to communicate in real-time with other people at a single location or to people around the world. It allows users to video conference, share documents, share screens, and make phone calls all at one time in one place. This top is used by many businesses because it allows employees to work together on projects and share ideas while they are working on things instead of using emails back and forth like they would have had to do before this top was invented. This way, companies are able to get things done much faster because they can communicate with each other so easily in real time instead of trying to get back in touch with each other later on email. Another great benefit of this top is that it reduces misunderstandings because everyone can see what the others are saying and understand it before responding or continuing on with what they were doing. It helps them organize their thoughts better and respond quicker allowing them to get more done in less time because they aren’t stopping and starting so much. When communicating online if there are multiple locations being used for a project, it is hard to know exactly who is talking about what and where everyone is at with all of the communication going on, but with Zoom it makes it much easier for everyone to stay organized and not miss any important information while communicating with others.

In conclusion, I believe that Zoom and Customerly work very well together to improve customer service. I believe this because Customerly will help companies keep track of their customers and help them stay organized while Zoom will allow companies to quickly communicate with each other about any issues that they might be having while helping them get projects done faster. These two tops together will help companies provide better service to their customers than ever before.

The process to integrate Zoom and Customerly 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.