Zoom + Pipedrive Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoom and Pipedrive
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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 Pipedrive
Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process
Pipedrive IntegrationsLooking for the Pipedrive Alternatives? Here is the list of top Pipedrive Alternatives
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Best ways to Integrate Zoom + Pipedrive
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When this happens...
New Recording
Then do this...
Create Person
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When this happens...
New Recording
Then do this...
Create Deal
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When this happens...
New Recording
Then do this...
Create Activity
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Zoom + Pipedrive
Update Person in Pipedrive when New Recording is created in Zoom Read More...When this happens...
New Recording
Then do this...
Update Person
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When this happens...
New Recording
Then do this...
Create Note
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zoom + Pipedrive without coding knowledge. Start creating your own business flow.
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New Meeting
Triggers when a new Meeting or Webinar is created.
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New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
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New Registrant
Triggers when a new registrant is added to a Webinar.
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Deal Matching Filter
Triggers every time a deal matches a Pipedrive filter.
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New Activity
Triggers upon an addition of a new activity in Pipedrive.
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New Deal
Triggers every time a new deal is created.
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New Organization
Triggers when a new organization is created.
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New Person
Triggers when a new person is added.
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Organization Matching Filter
Triggers every time an organization matches a Pipedrive filter.
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Person Matching Filter
Triggers whenever a person matches a Pipedrive filter.
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Updated Deal
Triggers upon a updation in an existing deal.
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Updated Organization
Triggers when changes are made in an existing organization.
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Updated Person
Triggers when an existing contact is updated.
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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.
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Create Meeting Registrant
Add a new meeting registrant.
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Create Meeting Registration Custom Question
Create registration questions that will be displayed to users while registering for a meeting.
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Create Registrant
Creates a new webinar registrant.
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Create Activity
Creates a new activity.
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Create Deal
Creates a new deal.
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Create Note
Creates a new note.
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Create Organization
Creates a new organization.
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Create Person
Creates a new person.
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Update Deal
Updates an existing deal.
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Update Person
Updates an existing person.
How Zoom & Pipedrive Integrations Work
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Step 1: Choose Zoom as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Pipedrive as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoom to Pipedrive.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoom and Pipedrive
This is an article about Zoom and Pipedrive. As such, it will have an introduction, body and conclusion. The introduction will state the purpose of this article as well as introduce the reader to Zoom and Pipedrive. The body will talk about their integration as well as the benefits of integration. Finally, the conclusion will wrap up the article and provide a possible spution to a business that has the need of a similar integration.
In order to begin talking about Zoom’s integration with Pipedrive, we must first understand what Zoom is and how it works. Zoom, according to its own website, is “a cloud based video conferencing software that enables people to communicate and cplaborate in real time.” Specifically, Zoom can be used to help companies conduct online meetings using high definition audio, video, and content sharing (“Zoom Inc.”.
Pipedrive is a sales prospecting, CRM and project management software (“Pipedrive.”. Companies who use Pipedrive can create accounts for their customers and their clients. These accounts are broken down into pipelines, which are basically groups of leads. Pipelines can be created for multiple segments such as geographical locations, industry categories, etc., so that companies can quickly find the leads they need (“Pipedrive.”.
Integration between these two programs provides advantages to companies who are using them. For example, when both zoom and pipedrive are integrated into one platform, an account executive can begin the meeting by inviting all the participants into the meeting room. Using this application, the company can then begin discussing whatever issues need to be discussed, or brainstorming ideas or creating a sales strategy. In addition to this, integration allows faster client access to information as well as greater contrp over the various sales pipeline stages. This contrp gives sales teams a better idea of what each client has done while they were waiting for them to respond (“How to Integrate Pipedrive & Zoom”.
Overall integration between Zoom and Pipedrive helps make the sales process more efficient, which in turn helps sales teams save time and increase revenue (“How to Integrate Pipedrive & Zoom”. Integration also leads to more visibility for clients who may otherwise not have access to sales team members or updates about important matters such as sales results (“How to Integrate Pipedrive & Zoom”.
This article has covered the basics of both Zoom and Pipedrive as well as why integration between these two programs is beneficial for businesses. It has been proven from examples and statistics that integration between these two programs would be of great value to many companies across America. This article has also provided a spution to any business that has found itself in a similar situation – right now there are many businesses in America who could benefit from integration between Zoom and Pipedrive; however there are few that have taken the steps necessary to bring these two programs together.
The process to integrate Zoom and Pipedrive 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.
