Connect Solve CRM and Zoom
Integrate Solve CRM with Zoom to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Solve CRM + Zoom flows
Start from a real workflow other teams are already running.
Choose a trigger
Solve CRM
When this happens...
New Company
New Contacts
New Tagged Contact
Update Contact
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 Company in Solve-crm
Use this flowGet a Meeting from Zoom when New Company in Solve-crm
Use this flowList Meetings from Zoom when New Company in Solve-crm
Use this flowUpdate a Meeting in Zoom when New Company in Solve-crm
Use this flowDelete a Meeting in Zoom when New Company in Solve-crm
Use this flowShare Clip With People Or Channels in Zoom when New Company in Solve-crm
Use this flowAdd a meeting registrant to Zoom when New Company in Solve-crm
Use this flowAdd a registrant to a webinar in Zoom when New Company in Solve-crm
Use this flowGet webinar participant from Zoom when New Company in Solve-crm
Use this flowFetch Past Meeting Participants in Zoom when New Company in Solve-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Solve CRM and Zoom.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
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 Solve CRM integrations.
Create a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
List Contact
List all contact.
List Ownership
List all Ownership
List Category Tags
Returns a collection of available contact tags.
List Fields
Returns a collection of available contact fields.
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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
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 Solve 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 Solve 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 Solve CRM triggers actions in Zoom, and a separate workflow where Zoom triggers actions in Solve 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 Solve CRM and Zoom. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Solve 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.
