Connect Kylas CRM and Zoom
Integrate Kylas CRM with Zoom to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Kylas CRM + Zoom flows
Start from a real workflow other teams are already running.
Choose a trigger
Kylas CRM
When this happens...
New Lead Created
New Contact
Lead Updated
New Deal
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
List Webinars
Create a Meeting in Zoom when New Lead Created in Kylas CRM
Use this flowGet a Meeting from Zoom when New Lead Created in Kylas CRM
Use this flowList Meetings from Zoom when New Lead Created in Kylas CRM
Use this flowUpdate a Meeting in Zoom when New Lead Created in Kylas CRM
Use this flowDelete a Meeting in Zoom when New Lead Created in Kylas CRM
Use this flowShare Clip With People Or Channels in Zoom when New Lead Created in Kylas CRM
Use this flowAdd a meeting registrant to Zoom when New Lead Created in Kylas CRM
Use this flowAdd a registrant to a webinar in Zoom when New Lead Created in Kylas CRM
Use this flowGet webinar participant from Zoom when New Lead Created in Kylas CRM
Use this flowFetch Past Meeting Participants in Zoom when New Lead Created in Kylas CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Kylas CRM and Zoom.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
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.
Do thisActions
Action is the task that follows automatically within your Kylas CRM integrations.
Create or Update Lead
Create a lead in Kylas CRM; update or skip if a duplicate phone or email is found.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Create Deal
Create a new sales deal
Find Contacts
Look up a contact by ID or search by fields (name, email, phone, company, department, designation). Return the first match or all matches, and optionally return only selected fields.
Search Deal
Find deals by ID or keyword.
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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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.
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About Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
Learn more
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 Kylas CRM 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 Kylas CRM 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 Kylas CRM triggers actions in Zoom, and a separate workflow where Zoom triggers actions in Kylas CRM. 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 Kylas CRM and Zoom. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kylas CRM 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.
