Connect Zoom and Pipedrive
Integrate Zoom with Pipedrive to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Zoom + Pipedrive flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoom
When this happens...
New Meeting
Registrant Signs Up
Meeting Is Created
When a participant joins a meeting
When a meeting is ended
When a meeting summary is completed
Choose an action
Pipedrive
Automatically do this!
Create Person
Find User
Find Deal
Find Lead
Search Person
Create Deal
Create Lead
Update a Lead
Create Activity
Update Activity
Create Note
Add Product to Deal
Add Follower
Add Label to Person
Create Organization
Create Product
Update Person
Update a Organization
Update Deal
Find Activity
Create Project
Find Deals Associated with a Person
Create Project Task
Update Task
Update Project
List Person Fields
List Pipelines
List Products
List Projects
Archive Project
Add Note Comment
Update note comment
Updates Note
Add Follower to Organization
Add Follower to a person
Create Lead for Organisation
Add lead for Person
Add Activity To Person
Add Activity To Organisation
Add Activiy To Deal
Add Deal Follower
Add Deal Participant
Add Deal Discount
Create a Meeting in Zoom when New Deal in Pipedrive
Use this flowGet a Meeting from Zoom when New Deal in Pipedrive
Use this flowList Meetings from Zoom when New Deal in Pipedrive
Use this flowUpdate a Meeting in Zoom when New Deal in Pipedrive
Use this flowDelete a Meeting in Zoom when New Deal in Pipedrive
Use this flowShare Clip With People Or Channels in Zoom when New Deal in Pipedrive
Use this flowAdd a meeting registrant to Zoom when New Deal in Pipedrive
Use this flowAdd a registrant to a webinar in Zoom when New Deal in Pipedrive
Use this flowGet webinar participant from Zoom when New Deal in Pipedrive
Use this flowFetch Past Meeting Participants in Zoom when New Deal in Pipedrive
Use this flowSupported Triggers & Actions
Everything you can automate between Zoom and Pipedrive.
When this happensTriggers
A trigger is an event that starts a workflow.
New Meeting
Triggers when a new Zoom meeting is created.
Registrant Signs Up
Runs when registrant signs up
Meeting Is Created
Runs when meeting is created
When a participant joins a meeting
Runs the workflow automatically whenever a participant joins a meeting. If a specific meeting ID is provided, runs only when a participant joins that meeting.
When a meeting is ended
Runs the workflow automatically whenever a meeting is ended in the account.
When a meeting summary is completed
Runs the workflow automatically whenever any meeting summary is completed.
Do thisActions
Action is the task that follows automatically within your Zoom integrations.
Create a Meeting
Creates a meeting for a user
Get a Meeting
Returns the details of the meeting by meeting ID
List Meetings
List all upcoming meetings
Update a Meeting
Updates a meeting details by meeting id
Delete a Meeting
Deletes a meeting
Share Clip With People Or Channels
Share a clip with people or Team Chat channels by adding collaborators using email addresses, Zoom user IDs, or channel IDs.
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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From idea to automation.
AI will build it for you
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Zoom and Pipedrive workflows.
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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
About Pipedrive
Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoom and Pipedrive 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 Zoom and Pipedrive 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 Pipedrive. No coding required.
Yes. You can set up a workflow where Zoom triggers actions in Pipedrive, and a separate workflow where Pipedrive triggers actions in Zoom. 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 Zoom and Pipedrive. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoom and Pipedrive integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
