Connect Zoom and SugarCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Meeting
New Meeting Registrant
Choose an Action
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
Ready to use Zoom and SugarCRM 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 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.
Know More About Zoom and Sugarcrm Integrations
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Frequently Asked Questions
To start, connect both your Zoom and SugarCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoom triggers actions in SugarCRM (or vice versa).
Absolutely. You can customize how Zoom data is recorded in SugarCRM. This includes choosing which data fields go into which fields of SugarCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoom and SugarCRM 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 SugarCRM. 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 SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn More
