Integrate Zoho CRM with Zoho Meeting
Send information between Zoho CRM and Zoho Meeting automatically, without writing any code, using Zoho Flow.
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Add a new registrant in Zoho Meeting when a new lead is created in Zoho CRM
Integrate Zoho CRM with Zoho Meeting using Zoho Flow. Whenever a new lead is created in Zoho CRM, Zoho Flow automatically adds a new registrant in Zoho Meeting. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new lead is created in Zoho CRM.
- Zoho Flow adds a new registrant in Zoho Meeting.
Add a new registrant in Zoho Meeting when a new lead is created in Zoho CRM
Zoho CRM + Zoho Meeting
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Supported triggers and actions
Integrate Zoho CRM and Zoho Meeting using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
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
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
Updated module entry
Triggers when an entry is updated in the selected module
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
Webinar recording uploaded
Triggers when the recording of a webinar is uploaded
Meeting created
Triggers when a meeting is created
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
Registrant added
Triggers when a participant registers for the selected webinar
Meeting recording uploaded
Triggers when the recording of a meeting is uploaded
Recording transcript generated
Triggers when the transcript of a recording is generated
Poll answered
Triggers when a poll is answered in the selected webinar
Member joined for webinar
Triggers when a new member has joined the selected webinar
Webinar created
Triggers when a new webinar is created
Member removed from webinar
Triggers when a member is removed from the selected webinar
Webinar canceled
Triggers when a webinar is canceled
Meeting started
Triggers when a meeting has started
Meeting updated
Triggers when a meeting is updated
Meeting ended
Triggers when a meeting is completed
Webinar started
Triggers when a webinar has started
All Actions - Actions are the automated tasks
Convert lead to contact
Converts a lead to a contact
Un-enroll cadence
Un-enrolles a record from the cadence
Enroll cadence
Enrolls an existing record to a cadence
Draft email
Drafts an email for the selected record
Update related module entry
Relates an entry in this module with an entry in another module
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Remove tags
Removes tags from the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add tags
Adds tags to the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Add user
Adds a new user
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update user
Updates the details of an existing user based on user ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch lead
Fetches a lead by email address or unique ID
Clone module entry
Clones an existing module entry
Fetch user
Fetches the details of an existing user by name or email address
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch inventory template
Fetches an inventory template using ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Add registrant
Adds a new registrant
Schedule meeting
Schedules a new meeting
Schedule webinar
Schedules a new webinar
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
Fetch webinar
Fetches the details of an existing webinar
Fetch meeting report
Fetches the report of the specified meeting
Fetch meeting
Fetches the details of an existing meeting
Fetch meeting recording
Fetches the recording of an existing meeting
What is Zoho CRM?
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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