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Zoom + Zoho CRM Integrations

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

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
Zoho CRM Alternatives

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

  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Zoom + Zoho CRM

  • Zoom Zoho CRM

    Zoom + Zoho CRM

    Create/Update Lead to Zoho CRM from New Recording in Zoom Read More...
    Close
    When this happens...
    Zoom New Recording
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Zoom Zoho CRM

    Zoom + Zoho CRM

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

    Zoom + Zoho CRM

    Create Module Entry to Zoho CRM from New Recording in Zoom Read More...
    Close
    When this happens...
    Zoom New Recording
     
    Then do this...
    Zoho CRM Create Module Entry
  • Zoom Zoho CRM

    Zoom + Zoho CRM

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

    Zoom + Zoho CRM

    Create/Update Lead to Zoho CRM from New Registrant in Zoom Read More...
    Close
    When this happens...
    Zoom New Registrant
     
    Then do this...
    Zoho CRM Create/Update Lead
  • 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 + Zoho CRM in easier way

It's easy to connect Zoom + Zoho 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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 Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Zoom & Zoho 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 Zoho 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 Zoho CRM.

    (2 minutes)

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

Integration of Zoom and Zoho CRM

  • Zoom is a powerful cloud based video conferencing and online meeting top that enables users to cplaborate and connect in real time.
  • Zoho CRM is a customer relationship management software that helps companies to manage their contacts, leads, accounts and campaigns.
  • Integration of Zoom and Zoho CRM

    Zoom can be integrated with Zoho CRM in the fplowing ways:

  • The first way is by embedding Zoom meeting link on your Zoho CRM page. This integration will let you integrate Zoom with Zoho CRM. The users can click on the link and join the meeting from there. This way you can use Zoom to facilitate cplaboration among Zoho CRM users.
  • You can also integrate Zoom with Zoho CRM in such a way that it will pop up a message box if there is a new activity in Zoho CRM. This way when a user clicks on a link to join a meeting, he/she will also get a message about the new activities in Zoho CRM automatically.
  • The third way is by integrating Zoom with Zoho CRM calendar. You can set meetings in the Zoho CRM calendar and then create a Zoom meeting link for it. This way the meeting information gets embedded into the calendar automatically.
  • You can also integrate Zoom with Zoho CRM by connecting it to Salesforce. It will enable you to update the Salesforce account information from Zoom.
  • Benefits of Integration of Zoom and Zoho CRM

  • When you use Zoom for video conferencing, you can use it in various ways such as using it for training, conducting meetings and making presentations. All these features of Zoom make it useful for companies who need to connect employees and customers on a regular basis.
  • When you have integrated Zoom with Zoho CRM, you can share data easily. You can access all your data related to prospects, clients and sales calls from Zoho CRM. For example, when you are scheduling an appointment or scheduling a call with a client, you can check his/her availability from Zoho CRM and schedule an appointment accordingly. In addition to this, you can also see whether the client has been satisfied after the sales call or not and what feedback he/she has given about your product or service. This way you can improve your sales strategy based on the client feedback and adjust your sales pitch accordingly.
  • You can also create digital marketing strategies using integrated Zoom with Zoho CRM. For example, if there is any upcoming event like trade show or seminar, you can plan your presence there through this integration. You can set up meetings and calls during that time and use them for promoting your company at the event through your products and services. You can also engage other attendees of the event during your live meeting using this integration. This way you can reach out to more people at one time and promote your brand at the event through videos and discussions.
  • Using Zoom for cplaboration with other users and Zoho CRM for organizing data among different users can help companies reach out to more customers and gain more profit by improving their brand name recognition among their customers and prospective customers.

    The process to integrate Zoom and Zoho 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.