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Customerly + Zoom Integrations

Appy Pie Connect allows you to automate multiple workflows between Customerly and Zoom

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

About Zoom

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.

Zoom Integrations
Zoom Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Best Customerly and Zoom Integrations

  • Customerly Zoom

    Gmail + Zoom

    Add a registrant in Zoom from a new email in Gmail [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Customerly New Email
     
    Then do this...
    Zoom Create Registrant

    Zoom is one of the best cloud platforms for video and audio conferencing, chat, and webinars. It helps businesses and organizations bring their teams together in a frictionless environment to get more done in less time. You can make it more efficient by connecting it with Gmail using Appy Pie Connect. After setting this integration up, whenever a new email is received on Gmail, Appy Pie’s Connect will automatically add a new registrant in Zoom. With this automation, you can keep growing your Zoom even contact list.

    How this integration works
    • A new email is received on Gmail
    • Appy Pie’s Connect automatically adds a new registrant to your Zoom
    What You Need
    • A Gmail account
    • A Zoom account
  • Customerly Zoom

    Chatbot + Zoom

    Create a new Zoom registrant when the conversation is completed on Appy Pie Chatbot Read More...
    When this happens...
    Customerly New Chat
     
    Then do this...
    Zoom Create Meeting Registrant
    Use Appy Pie Connect to create your Zoom registrants when the conversation in Chatbot is completed, it gathers the information entered in the chatbot conversation and fills it out. This Appy Pie Connect integration automatically creates a new Zoom registrant when the conversation is completed on the Appy Pie chatbot, helping you to connect with your customers on a closer note.
    How it Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically adds that contact to your Zoom account as a new registrant.
    What You Need
    • Appy Pie Chatbot account
    • A Zoom account
  • Customerly Zoom

    Calendly + Zoom

    Turn new Calendly events into Zoom meetings Read More...
    When this happens...
    Customerly Invitee Created
     
    Then do this...
    Zoom Create Meeting
    Do you know you can use Calendly to streamline scheduling meetings for your team? With Appy Pie Connect, you can create a Zoom meeting automatically when someone books an event in your calendar. After setting this integration up, whenever a new event is created on Calendly, Appy Pie Connect will turn that event into
    How This Calendly-Zoom Integration Works
    • A new event is created on Calendly
    • Appy Pie Connect turns that event into Zoom meeting
    What You Need
    • Calendly account
    • Zoom account
  • Customerly Zoom

    Chatbot + Zoom

    Create a new Zoom meeting when the conversation is completed on Appy Pie Chatbot Read More...
    When this happens...
    Customerly New Chat
     
    Then do this...
    Zoom Create Meeting
    Use Appy Pie Connect to create your Zoom meeting when the conversation in Chatbot is completed, it gathers the information entered in the chatbot conversation and fills it out. This Appy Pie Connect integration automatically creates a new Zoom meeting when the conversation is completed on the Appy Pie chatbot, helping you to connect with your customers on a closer note.
    How it Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically creates meeting in Zoom account.
    What You Need
    • Appy Pie Chatbot account
    • A Zoom account
  • Customerly Zoom

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Customerly {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Customerly + Zoom in easier way

It's easy to connect Customerly + Zoom without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New Meeting

    Triggers when a new Meeting or Webinar is created.

  • 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.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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 Registrant

    Creates a new webinar registrant.

How Customerly & Zoom Integrations Work

  1. Step 1: Choose Customerly as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Customerly with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoom as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Zoom with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and Zoom

The integration of Customerly and Zoom is a beneficial process for the company. This is because Customerly is used to manage and track customers’ information. It helps to make sure that the customers are satisfied by giving them detailed information about the products they want to purchase. ZOOM, on the other hand, is used to perform all the financial transactions using the credit card of the customer. Together, these two tops can enhance the quality of customer service which will lead to the growth of the company.

Customerly is a top used by the company to keep in touch with its customers. The software can be used to keep track of all the customers who have bought products from the company. It also allows the company to send them messages about their products and services. All these information are stored in Customerly’s database. This way, the company can check what products a customer has bought before. The software helps to identify how many customers have bought a certain product. It also shows if some customers have bought more than one product. Based on this information, the company can predict what products to promote so that it can sell more products.

Zoom is a credit card processing system which allows customers to pay for purchases using their credit cards. It is used in various businesses to allow their customers to pay for their purchases using credit card payment. It provides the company with different options to use when accepting payments from customers. For instance, it has three ways of receiving payments from customers. First, there is the option of asking customers to fill out a form when making their purchases. Second, companies can use barcode scanners when taking payments from customers. Third, they can ask customers to swipe their credit cards on the machine for instant payment.

When both Customerly and Zoom are used together, the management of the company will be easier and faster. This will help the company provide better customer service because it will help them keep track of their customers’ information and preferences. Most importantly, it will help predict which products to sell so that they can earn more profits.

The process to integrate Customerly and Zoom may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.