Connect Zoom for development and Solve 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 a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Ready to use Zoom for development and Solve 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 Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
Do thisActions
Action is the task that follows automatically within your Zoom for development integrations.
Create a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
List Contact
List all contact.
List Ownership
List all Ownership
List Category Tags
Returns a collection of available contact tags.
List Fields
Returns a collection of available contact fields.
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Frequently Asked Questions
To start, connect both your Zoom for development and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoom for development triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how Zoom for development data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoom for development and Solve 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 Solve 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 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
