Connect webCRM and Zoom
Integrate webCRM with Zoom to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Meeting in Zoom when New Activity Is Created in webCRM
Get a Meeting from Zoom when New Activity Is Created in webCRM
List Meetings from Zoom when New Activity Is Created in webCRM
Update a Meeting in Zoom when New Activity Is Created in webCRM
Delete a Meeting in Zoom when New Activity Is Created in webCRM
Popular webCRM + Zoom flows
Start from a real workflow other teams are already running.
Choose a trigger
webCRM
When this happens...
New Activity Is Created
New Delivery
New Document Created
New Opportunity Created
New Organization
New Person Created
New Product Created
New Support Case
Activity Updated
Opportunity Updated
Organisation Updated
Person Is Updated
Product Updated
Support Case Updated
Choose an action
Zoom
Automatically do this!
Create a Meeting
Get a Meeting
List Meetings
Update a Meeting
Delete a Meeting
Share Clip With People Or Channels
Add a meeting registrant
Add a registrant to a webinar
Get webinar participant
Fetch Past Meeting Participants
Create a Meeting in Zoom when New Activity Is Created in webCRM
Use this flowGet a Meeting from Zoom when New Activity Is Created in webCRM
Use this flowList Meetings from Zoom when New Activity Is Created in webCRM
Use this flowUpdate a Meeting in Zoom when New Activity Is Created in webCRM
Use this flowDelete a Meeting in Zoom when New Activity Is Created in webCRM
Use this flowShare Clip With People Or Channels in Zoom when New Activity Is Created in webCRM
Use this flowAdd a meeting registrant to Zoom when New Activity Is Created in webCRM
Use this flowAdd a registrant to a webinar in Zoom when New Activity Is Created in webCRM
Use this flowGet webinar participant from Zoom when New Activity Is Created in webCRM
Use this flowFetch Past Meeting Participants in Zoom when New Activity Is Created in webCRM
Use this flowSupported Triggers & Actions
Everything you can automate between webCRM and Zoom.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person Created
Runs when a new person is created
Do thisActions
Action is the task that follows automatically within your webCRM integrations.
Create Activity
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
List All Documents
Retrieves the list of all documents
List All Events
Retrieves the list of all events
List All Meetings
Retrieves the list of all meetings
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Zoom
Zoom is a cloud-based video conferencing service you can use to virtually meet with others - either by video or audio-only or both, all while conducting live chats - and it lets you record those sessions to view later.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your webCRM and Zoom accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between webCRM and Zoom as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoom. No coding required.
Yes. You can set up a workflow where webCRM triggers actions in Zoom, and a separate workflow where Zoom triggers actions in webCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between webCRM and Zoom. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire webCRM and Zoom integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
