Connect Zoom for development and Sanchay 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!
Add Contact
Create Lead
View Lead Contacts
Create Task
Create Product
Create New User
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
Ready to use Zoom for development and Sanchay 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 Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Do thisActions
Action is the task that follows automatically within your Zoom for development integrations.
Add Contact
Create a new contact
Create Lead
Create a lead and set followup
View Lead Contacts
View contacts linked to a lead
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Create New User
Create a new user in CRM
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Frequently Asked Questions
To start, connect both your Zoom for development and Sanchay Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoom for development triggers actions in Sanchay Crm (or vice versa).
Absolutely. You can customize how Zoom for development data is recorded in Sanchay Crm. This includes choosing which data fields go into which fields of Sanchay Crm, setting up custom formats, and filtering out unwanted information.
The data sync between Zoom for development and Sanchay 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 Sanchay 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.
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