Apptivo Zoom Integration using AI Agents
Appy Pie Automate allows you to Integrate Apptivo with Zoom using AI Agents
- No credit card required
- 7 days free trial
- Lightning Fast Setup
Simplify Apptivo Zoom Integration with seamless setup
Easily set up Apptivo Zoom Integration without coding. Start automating your workflows and Integrate Apptivo with Zoom today.
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New Case
Trigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Updated Contact
Trigger when any contact update.
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New Meeting
Triggers when a new Meeting or Webinar is created.
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New Meeting Created Instant
Triggers when new meeting created
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New Participant Joined Meeting Instant
Triggers when new participant joined meeting
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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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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
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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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Get Past Meeting Participants
Retrieve information on participants from a past meeting. Note the API doesn't return results if there's only one participant in a meeting.
-
New Case
Trigger when new case created.
-
New Contact
Trigger when new contact created.
-
New Contract
Trigger when new contract created.
-
New Customer
Trigger when new customer created.
-
New Employee
Trigger when new employee created.
-
New Lead
Trigger when new lead created.
-
New Opportunity
Trigger when new opportunity created.
-
Updated Contact
Trigger when any contact update.
-
New Meeting
Triggers when a new Meeting or Webinar is created.
-
New Meeting Created Instant
Triggers when new meeting created
-
New Participant Joined Meeting Instant
Triggers when new participant joined meeting
-
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.
-
Add Employee
Add new employee.
-
Create Case
Create a new case.
-
Create Contact
Creates a new contact.
-
Create Customer
Creates a new customer.
-
Create Lead
Creates a new lead.
-
Create Opportunity
Creates a new Opportunity.
-
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.
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Get Past Meeting Participants
Retrieve information on participants from a past meeting. Note the API doesn't return results if there's only one participant in a meeting.
How Apptivo and Zoom Integrations Work
Follow the steps below to start setting up your Apptivo integrations using Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose Apptivo as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select Zoom as the action app from the list.
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Step 3: Authenticate
Connect your Zoom account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from Apptivo to Zoom & your AI Agent is ready!
Popular Templates for Apptivo and Zoom Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Registrant to Zoom from New Lead in apptivo
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When this happens:
New Lead
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Then do this:
Create Registrant
Create Meeting to Zoom from New Lead in apptivo
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When this happens:
New Lead
-
Then do this:
Create Meeting
Create Meeting Registration Custom Question to Zoom from New Lead in apptivo
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When this happens:
New Lead
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Then do this:
Create Meeting Registration Custom Question
Create Meeting Registration Custom Question to Zoom from New Case in apptivo
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When this happens:
New Case
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Then do this:
Create Meeting Registration Custom Question
Create Registrant to Zoom from New Case in apptivo
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When this happens:
New Case
-
Then do this:
Create Registrant
Create Meeting Registrant to Zoom from New Case in apptivo
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When this happens:
New Case
-
Then do this:
Create Meeting Registrant
Create Meeting Registrant to Zoom from New Customer in apptivo
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When this happens:
New Customer
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Then do this:
Create Meeting Registrant
Create Meeting to Zoom from New Customer in apptivo
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When this happens:
New Customer
-
Then do this:
Create Meeting
Create Meeting to Zoom from New Opportunity in apptivo
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When this happens:
New Opportunity
-
Then do this:
Create Meeting
Create Meeting Registrant to Zoom from New Opportunity in apptivo
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When this happens:
New Opportunity
-
Then do this:
Create Meeting Registrant
Create Meeting Registrant to Zoom from New Lead in apptivo
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When this happens:
New Lead
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Then do this:
Create Meeting Registrant
Create Meeting to Zoom from New Case in apptivo
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When this happens:
New Case
-
Then do this:
Create Meeting
Create Registrant to Zoom from New Customer in apptivo
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When this happens:
New Customer
-
Then do this:
Create Registrant
Create Meeting Registration Custom Question to Zoom from New Customer in apptivo
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When this happens:
New Customer
-
Then do this:
Create Meeting Registration Custom Question
Create Registrant to Zoom from New Opportunity in apptivo
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When this happens:
New Opportunity
-
Then do this:
Create Registrant
Create Meeting Registration Custom Question to Zoom from New Opportunity in apptivo
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When this happens:
New Opportunity
-
Then do this:
Create Meeting Registration Custom Question
Create Meeting Registration Custom Question to Zoom from New Contact in apptivo
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When this happens:
New Contact
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Then do this:
Create Meeting Registration Custom Question
Create Meeting to Zoom from New Contact in apptivo
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When this happens:
New Contact
-
Then do this:
Create Meeting
Create Meeting Registrant to Zoom from New Contact in apptivo
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When this happens:
New Contact
-
Then do this:
Create Meeting Registrant
Create Meeting to Zoom from New Employee in apptivo
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When this happens:
New Employee
-
Then do this:
Create Meeting
Create Registrant to Zoom from New Employee in apptivo
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When this happens:
New Employee
-
Then do this:
Create Registrant
Create Meeting Registration Custom Question to Zoom from New Employee in apptivo
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When this happens:
New Employee
-
Then do this:
Create Meeting Registration Custom Question
Create Registrant to Zoom from New Contact in apptivo
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When this happens:
New Contact
-
Then do this:
Create Registrant
Create Meeting Registrant to Zoom from New Employee in apptivo
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When this happens:
New Employee
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Then do this:
Create Meeting Registrant
Create Meeting from Zoom from Update Contact to apptivo
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When this happens:
Update Contact
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Then do this:
Create Meeting
Create Meeting to Zoom from New Contract in apptivo
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When this happens:
New Contract
-
Then do this:
Create Meeting
Create Registrant to Zoom from New Contract in apptivo
-
When this happens:
New Contract
-
Then do this:
Create Registrant
Create Meeting Registrant to Zoom from New Contract in apptivo
-
When this happens:
New Contract
-
Then do this:
Create Meeting Registrant
Create Meeting Registration Custom Question to Zoom from New Contract in apptivo
-
When this happens:
New Contract
-
Then do this:
Create Meeting Registration Custom Question
Create Registrant from Zoom from Update Contact to apptivo
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When this happens:
Update Contact
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Then do this:
Create Registrant
Create Meeting Registrant from Zoom from Update Contact to apptivo
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When this happens:
Update Contact
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Then do this:
Create Meeting Registrant
Create Meeting Registration Custom Question from Zoom from Update Contact to apptivo
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When this happens:
Update Contact
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Then do this:
Create Meeting Registration Custom Question
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
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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.
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The integration between Apptivo and Zoom is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Apptivo and Zoom. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Apptivo with Zoom, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Apptivo-Zoom integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Apptivo and Zoom integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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