Triggers when a new Meeting or Webinar is created.
New Meeting Created Instant
Triggers when new meeting created
New Participant Joined Meeting Instant
Triggers when new participant joined meeting
New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
New Registrant
Triggers when a new registrant is added to a Webinar.
Changed Deal Milestone
Triggers when a Deal reaches a specific milestone.
Changing Any Deal Milestone
Triggers when changes are made in any deal milestone.
New Contact
Triggers when a new contact is added.
New Deal
Triggers when a new Deal is added.
New Event
Triggers when a new event is created.
New Tag to Contact
Triggers whenever a tag is added to contact in AgileCRM.
New Task
Triggers whenever a new task is added.
New Ticket
Triggers upon an addition of a new ticket in Agile CRM.
Create Meeting
Creates a new Zoom Meeting.
Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.
Create Meeting Registrant
Add a new meeting registrant.
Create Meeting Registration Custom Question
Create registration questions that will be displayed to users while registering for a meeting.
Create Registrant
Creates a new webinar registrant.
Get Past Meeting Participants
Retrieve information on participants from a past meeting. Note the API doesn't return results if there's only one participant in a meeting.
Add Event
Create an event in Agile CRM.
Add Note
Add a note to a specific contact.
Add Score to Contact
Add Score to a Contact in the Agile CRM.
Add Tag to Contact
Add Tag to a Contact.
Add to Campaign
Subscribe to a Campaign.
Create Company
Create a New Company.
Create Contact
Creates a New Contact.
Create Deal
Add a deal in the Agile CRM.
Create Task
Create a Task for the Contact.
Create Ticket
Generates Ticket in the Agile CRM.
Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update Company
Update a Company.
New Meeting
Triggers when a new Meeting or Webinar is created.
New Meeting Created Instant
Triggers when new meeting created
New Participant Joined Meeting Instant
Triggers when new participant joined meeting
New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
New Registrant
Triggers when a new registrant is added to a Webinar.
Changed Deal Milestone
Triggers when a Deal reaches a specific milestone.
Changing Any Deal Milestone
Triggers when changes are made in any deal milestone.
New Contact
Triggers when a new contact is added.
New Deal
Triggers when a new Deal is added.
New Event
Triggers when a new event is created.
New Tag to Contact
Triggers whenever a tag is added to contact in AgileCRM.
New Task
Triggers whenever a new task is added.
New Ticket
Triggers upon an addition of a new ticket in Agile CRM.
Create Meeting
Creates a new Zoom Meeting.
Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.
Create Meeting Registrant
Add a new meeting registrant.
Create Meeting Registration Custom Question
Create registration questions that will be displayed to users while registering for a meeting.
Create Registrant
Creates a new webinar registrant.
Get Past Meeting Participants
Retrieve information on participants from a past meeting. Note the API doesn't return results if there's only one participant in a meeting.
Add Event
Create an event in Agile CRM.
Add Note
Add a note to a specific contact.
Add Score to Contact
Add Score to a Contact in the Agile CRM.
Add Tag to Contact
Add Tag to a Contact.
Add to Campaign
Subscribe to a Campaign.
Create Company
Create a New Company.
Create Contact
Creates a New Contact.
Create Deal
Add a deal in the Agile CRM.
Create Task
Create a Task for the Contact.
Create Ticket
Generates Ticket in the Agile CRM.
Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.
What Is Agile CRM?
Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
How Zoom and Agile CRM Integrations Work?
The integration between Zoom and Agile CRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
Connection Establishment: The first step is establishing a secure connection between Zoom and Agile CRM. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
Is the Integration Between Zoom and Agile CRM secure?
While assessing the security of integrating Zoom with Agile CRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Zoom-Agile CRM integration:
Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
Data Storage Security: This ensures that the databases or storage systems used by Zoom and Agile CRM integration have adequate security measures.
User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
Page reviewed by Abhinav Girdhar | Last Updated on January 12, 2025, 11:29 am
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