Integrate Zoho Meeting with Zoho CRM
Send information between Zoho Meeting and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Meeting and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Webinar recording uploaded
Triggers when the recording of a webinar is uploaded
Meeting created
Triggers when a meeting is created
Recording transcript generated
Triggers when the transcript of a recording is generated
Poll answered
Triggers when a poll is answered in the selected webinar
Recording summary generated
Triggers when the summary of a recording is generated
Meeting canceled
Triggers when a meeting is cancelled
Webinar ended
Triggers when a webinar has ended
Meeting ended
Triggers when a meeting is completed
Webinar created
Triggers when a new webinar is created
Registrant added
Triggers when a participant registers
Webinar started
Triggers when a webinar has started
Meeting started
Triggers when a meeting has started
Meeting updated
Triggers when a meeting is updated
Member joined for webinar
Triggers when a new member has joined the selected webinar
Registrant added in webinar
Triggers when a participant registers for the selected webinar
Meeting recording uploaded
Triggers when the recording of a meeting is uploaded
Member removed from webinar
Triggers when a member is removed from the selected webinar
Webinar canceled
Triggers when a webinar is canceled
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks
Fetch meeting recording
Fetches the recording of an existing meeting
Fetch meeting report
Fetches the report of the specified meeting
Fetch meeting
Fetches the details of an existing meeting
Fetch webinar
Fetches the details of an existing webinar
Schedule webinar
Schedules a new webinar
Add registrant
Adds a new registrant
Schedule meeting
Schedules a new meeting
Update webinar
Updates the details of an existing webinar
Update recording permission
Updates a recording permission
Update meeting
Updates the details of an existing meeting
Update related module entry
Relates an entry in this module with an entry in another module
Draft email
Drafts an email for the selected record
Enroll cadence
Enrolls an existing record to a cadence
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Add user
Adds a new user
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch inventory template
Fetches an inventory template using ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
What is Zoho Meeting?
Zoho Meeting is a secure online meeting platform and webinar solution that helps people find new ways to collaborate and work remotely with efficacy.
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What is Zoho CRM?
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