Connect Zoom and Solve CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Meeting
New Meeting Registrant
Choose an Action
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Ready to use Zoom and Solve CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Meeting
Triggers when a new Zoom meeting is created.
New Meeting Registrant
Triggers when a new registrant is added to a meeting.
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.
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
Add a registrant to a meeting
Adds a registrant to a meeting
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Frequently Asked Questions
To start, connect both your Zoom and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoom triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how Zoom data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoom and Solve CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoom and Solve CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout 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.
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