Connect Zoom and SugarCRM
Integrate Zoom with SugarCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Meeting in Zoom when New Record Created in SugarCRM
Add a meeting registrant to Zoom when New Record Created in SugarCRM
Add a registrant to a webinar in Zoom when New Record Created in SugarCRM
Create a Meeting in Zoom when Record Updated in SugarCRM
Add a meeting registrant to Zoom when Record Updated in SugarCRM
Popular Zoom + SugarCRM 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
Choose an action
SugarCRM
Automatically do this!
Create Record In Any Module
Update Record In Any Module
Find or Create Record In Any Module
Create Lead
Update Lead
Delete Lead
Get Leads
Create Account
Update Account
Delete Account
Get Accounts
Create a Meeting in Zoom when New Record Created in SugarCRM
Use this flowAdd a meeting registrant to Zoom when New Record Created in SugarCRM
Use this flowAdd a registrant to a webinar in Zoom when New Record Created in SugarCRM
Use this flowCreate a Meeting in Zoom when Record Updated in SugarCRM
Use this flowAdd a meeting registrant to Zoom when Record Updated in SugarCRM
Use this flowAdd a registrant to a webinar in Zoom when Record Updated in SugarCRM
Use this flowUpdate Record In Any Module in SugarCRM when New Meeting in Zoom
Use this flowFind or Create Record In Any Module in SugarCRM when New Meeting in Zoom
Use this flowCreate Lead in SugarCRM when New Meeting in Zoom
Use this flowUpdate Lead in SugarCRM when New Meeting in Zoom
Use this flowSupported Triggers & Actions
Everything you can automate between Zoom and SugarCRM.
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
New Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Record Updated
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
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 meeting registrant
Registers an attendee for a specified Zoom meeting and returns the registration confirmation.
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 SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoom and SugarCRM 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 SugarCRM 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 SugarCRM. No coding required.
Yes. You can set up a workflow where Zoom triggers actions in SugarCRM, and a separate workflow where SugarCRM 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 SugarCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoom and SugarCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
