Customerly Zoom Integration using AI Agents
Appy Pie Automate allows you to Integrate Customerly and Zoom using AI Agents
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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.
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.
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Easily set up Customerly Zoom Integration without coding. Start automating your workflows and Integrate Customerly with Zoom today.
- Triggers
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New LeadTriggers when a new lead is created.
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New User
Triggers when a new user is created.
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New MeetingTriggers 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.
- Actions
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Add User Tag
Attach a tag to an existing user or lead.
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Create or Update Lead
Creates or updates a lead.
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Create or Update User
Creates or updates a new user.
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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.
How Customerly and Zoom Integrations Work
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Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoom 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 Customerly to Zoom.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.