Connect Zoom and Solve CRM
Integrate Zoom with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Zoom + Solve CRM 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
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Create a Company in Solve360 when New Meeting in Zoom
Use this flowCreate a Contact in Solve CRM when New Meeting in Zoom
Use this flowList Contact in Solve CRM when New Meeting in Zoom
Use this flowList Ownership in Solve-crm when New Meeting in Zoom
Use this flowList Category Tags from Solve CRM when New Meeting in Zoom
Use this flowList Fields in Solve-crm when New Meeting in Zoom
Use this flowCreate a Company in Solve360 when Registrant Signs Up for Zoom
Use this flowCreate a Contact in Solve CRM when Registrant Signs Up for Zoom
Use this flowList Contact in Solve CRM when Registrant Signs Up for Zoom
Use this flowList Ownership in Solve-crm when Registrant Signs Up for Zoom
Use this flowSupported Triggers & Actions
Everything you can automate between Zoom and Solve CRM.
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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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 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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoom and Solve 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 Solve 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 Solve CRM. No coding required.
Yes. You can set up a workflow where Zoom triggers actions in Solve CRM, and a separate workflow where Solve 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 Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoom and Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
