Integrate Capsule CRM with Zoho Meeting

Send information between Capsule CRM and Zoho Meeting automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Capsule CRM and Zoho Meeting using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Person

Triggers when a new person is created on Capsule CRM

New Task

Triggers when a new open task is created

New User

Triggers when a new user is added

New Case

Triggers when a new case is created

New Opportunity

Triggers when a new opportunity is created

New Organization

Triggers when a new organization is created

Member removed from webinar

Triggers when a member is removed from the selected webinar

Webinar canceled

Triggers when a webinar is canceled

Member joined for webinar

Triggers when a new member has joined the selected webinar

Webinar created

Triggers when a new webinar 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

Registrant added

Triggers when a participant registers for the selected webinar

Meeting recording uploaded

Triggers when the recording of a meeting is uploaded

Webinar ended

Triggers when a webinar has ended

Meeting canceled

Triggers when a meeting is cancelled

Recording summary generated

Triggers when the summary of a recording is generated

Webinar recording uploaded

Triggers when the recording of a webinar is uploaded

Meeting created

Triggers when a meeting is created

Meeting ended

Triggers when a meeting is completed

Webinar started

Triggers when a webinar has started

Meeting started

Triggers when a meeting has started

Meeting updated

Triggers when a meeting is updated

All Actions - Actions are the automated tasks

Create Task

Creates a new task

Create Opportunity

Creates a new opportunity

Create Person

Creates a new person on Capsule CRM

Create Case

Creates a new case

Find person

Finds the details of the specified person by ID

Add registrant

Adds a new registrant

Schedule meeting

Schedules a new meeting

Schedule webinar

Schedules a new webinar

Update meeting

Updates the details of an existing meeting

Update webinar

Updates the details of an existing webinar

Update recording permission

Updates a recording permission

Fetch meeting

Fetches the details of an existing meeting

Fetch meeting recording

Fetches the recording of an existing meeting

Fetch webinar

Fetches the details of an existing webinar

Fetch meeting report

Fetches the report of the specified meeting

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

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.

Video Calls Webinars Zoho

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

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Technical Engineer, Master Liveaboards

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