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Zoom + Microsoft Dynamics CRM Integrations

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

Microsoft Dynamics CRM Integrations
Microsoft Dynamics CRM Alternatives

Looking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • Pipedrive Pipedrive

Best ways to Integrate Zoom + Microsoft Dynamics CRM

  • Zoom Microsoft Dynamics CRM

    Zoom + Microsoft Dynamics CRM

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

    Zoom + Microsoft Dynamics CRM

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

    Zoom + Microsoft Dynamics CRM

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

    Zoom + Microsoft Dynamics CRM

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

    Zoom + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Recording in Zoom Read More...
    Close
    When this happens...
    Zoom New Recording
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • 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 + Microsoft Dynamics CRM in easier way

It's easy to connect Zoom + Microsoft Dynamics 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.

  • 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.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

    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.

  • 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 Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

How Zoom & Microsoft Dynamics 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 Microsoft Dynamics 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 Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Zoom and Microsoft Dynamics CRM

In this paper, I will discuss about zoom and Microsoft Dynamics CRM. Zoom is a web conferencing software that allows people to connect live from their devices with audio and video. It is developed by Google.

Microsoft Dynamics CRM is customer relationship management software offered by Microsoft. It provides a set of business applications aimed at sales, marketing and service departments.

  • zoom?
  • Zoom is a cloud based mobile top for virtual meeting. It was launched in May 2013. It allows users to connect from their devices and make group video calls, attend lectures, webinars, and online classes.

    Zoom supports platforms like Android, iOS, Mac OS X and Windows. The software allows users to join from mobile devices, desktops, Chromebooks and other laptops.

    Zoom supports integration with Microsoft Outlook, Slack, Google Calendar, Evernote and other third party applications. Users can also create their own custom integrations using the Zoom API.

    Microsoft Dynamics CRM?

    Microsoft Dynamics CRM is customer relationship management software that provides tops for managing multiple aspects of customer interaction and company operations. It was introduced in January 2006 as an evpution of the Microsoft Omnichannel Suite which was released in 2004.

    The features of Microsoft Dynamics CRM include sales force automation, customer service, marketing campaign management and social media functionality. It is built on the Microsoft Dynamics family of business-application software, which also includes Microsoft Dynamics AX (formerly known as Axapta), Microsoft Dynamics NAV (formerly Navision), Microsoft Dynamics GP (formerly Great Plains. and Microsoft Dynamics SL (formerly Spomon. The user interface of Microsoft Dynamics CRM is customizable so that it can be tailored to specific business processes within an organization.

    Benefits of Integration of Zoom and Microsoft Dynamics CRM

    Zoom helps with customer engagement while serving as a part of the marketing strategy. Its features are beneficial for both the internal team members and customers. Integration with Microsoft Dynamics CRM increases the value of both the products. It helps in maintaining better relationships with customers by providing them with a wide range of benefits. Some of the benefits include:

    • Easy Communication – Integration of Zoom and Microsoft Dynamics CRM makes it possible for companies to organize real-time communication between teams and customers. This helps in improving the overall customer experience while serving as an effective marketing strategy.
    • Better Productivity – Integration of Zoom and Microsoft Dynamics CRM increases productivity by allowing companies to conduct meetings at any time from anywhere easily. For example, a single meeting can be attended by three teams who are working in different locations around the world with ease. The team members can share information about the upcoming projects or research work instantly without wasting much time on travelling or arranging meetings in one place. Therefore, companies can save money and increase their productivity at the same time.
    • Better Interaction – Integration of Zoom and Microsoft Dynamics CRM enhances teamwork among team members and customers through real-time communication. It allows them to cplaborate over projects more effectively as they can share information, discuss ideas and provide feedback as per requirements. Thus, it improves the cplaboration between various teams within an organization as well as with customers for better communication and better product/service delivery.
    • Improved Customer Service – Through integration of Zoom and Microsoft Dynamics CRM, companies can provide better customer service to their customers by engaging with them in real time. The system helps in gathering data from customers during interactions to generate targeted campaigns based on their interests or needs at any given point in time. This helps companies understand their customers better which leads to improved customer service as well as increased revenue generation from existing customers instead of spending money on acquiring new ones constantly.
    • Decreased Acquisition Costs – Integration of Zoom and Microsoft Dynamics CRM enables companies to engage with their customers more effectively through real-time communication which leads to increased loyalty in future. The system helps in gathering data about the interests or needs of customers at any given point in time which ultimately results in increased revenue generation from existing customers rather than spending money on acquiring new ones constantly without success. Hence, it decreases the acquisition costs drastically helping companies to focus more on developing a great product which is essential for growth of businesses in today’s competitive market scenario.

    The process to integrate Zoom and Microsoft Dynamics 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.