Connect Zoom for development and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Participant Joins Meeting
Meeting Is Created
Meeting Ends
New Meeting Summary
Choose an Action
Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Find Contact
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
Ready to use Zoom for development and Kylas CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Participant Joins Meeting
Runs when participant joins
Meeting Is Created
Runs when meeting is created
Meeting Ends
Runs when meeting ends
New Meeting Summary
Runs when summary is available
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Do thisActions
Action is the task that follows automatically within your Zoom for development integrations.
Create Lead
Create a new lead in Kylas CRM.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Create Deal
Create a new sales deal
Find Contact
Find contact by ID or fields
Search Deal
Find deals by ID or keyword.
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Frequently Asked Questions
To start, connect both your Zoom for development and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoom for development triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Zoom for development data is recorded in Kylas CRM. This includes choosing which data fields go into which fields of Kylas CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoom for development and Kylas 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 for development and Kylas 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 for development
API and integration access for Zoom in development environments to schedule, join, and manage meetings.
Learn MoreAbout Kylas CRM
Kylas CRM is a robust customer relationship management platform designed to streamline sales processes, enhance customer interactions, and drive business growth. It offers a suite of tools for managing leads, tracking sales activities, and analyzing performance metrics, making it an ideal solution for businesses looking to optimize their sales operations.
Learn More
