Connect Zoom and Perfex CRM
Integrate Zoom with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contract in Perfexcrm when Meeting Is Created in Zoom
Create Customer in Perfexcrm when Meeting Is Created in Zoom
Create Estimate in Perfex CRM when Meeting Is Created in Zoom
Create Project in Perfexcrm when Meeting Is Created in Zoom
Create Proposal in Perfex CRM when Meeting Is Created in Zoom
Popular Zoom + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoom
When this happens...
Meeting Is Created
When a participant joins a meeting
When a meeting ends
When a meeting summary is completed
When someone registers for the meeting
When a new webinar is created
When a participant joins a webinar
When someone registers for the selected webinar
Choose an action
Perfex CRM
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Create Contract in Perfexcrm when Meeting Is Created in Zoom
Use this flowCreate Customer in Perfexcrm when Meeting Is Created in Zoom
Use this flowCreate Estimate in Perfex CRM when Meeting Is Created in Zoom
Use this flowCreate Project in Perfexcrm when Meeting Is Created in Zoom
Use this flowCreate Proposal in Perfex CRM when Meeting Is Created in Zoom
Use this flowCreate Ticket in Perfex CRM when Meeting Is Created in Zoom
Use this flowCreate Timesheet in Perfexcrm when Meeting Is Created in Zoom
Use this flowCreate Contract in Perfexcrm when When a participant joins a meeting in Zoom
Use this flowCreate Customer in Perfexcrm when When a participant joins a meeting in Zoom
Use this flowCreate Estimate in Perfex CRM when When a participant joins a meeting in Zoom
Use this flowSupported Triggers & Actions
Everything you can automate between Zoom and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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 ends
Runs the workflow automatically whenever any meeting in the account ends.
When a meeting summary is completed
Runs the workflow automatically whenever any meeting summary is completed.
When someone registers for the meeting
Runs the workflow automatically whenever someone registers for the selected meeting.
When a new webinar is created
Runs the workflow automatically whenever a new webinar is created in the account.
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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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 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 Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoom and Perfex CRM 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 Perfex CRM 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 Perfex CRM. No coding required.
Yes. You can set up a workflow where Zoom triggers actions in Perfex CRM, and a separate workflow where Perfex CRM 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 Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoom and Perfex CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
