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Microsoft Dynamics CRM + Zoom Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Zoom

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

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
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Best Microsoft Dynamics CRM and Zoom Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Zoom

    Gmail + Zoom

    Add a registrant in Zoom from a new email in Gmail [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Microsoft Dynamics CRM 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
  • Microsoft Dynamics CRM Zoom

    Chatbot + Zoom

    Create a new Zoom registrant when the conversation is completed on Appy Pie Chatbot Read More...
    When this happens...
    Microsoft Dynamics CRM 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
  • Microsoft Dynamics CRM Zoom

    Calendly + Zoom

    Turn new Calendly events into Zoom meetings Read More...
    When this happens...
    Microsoft Dynamics CRM 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
  • Microsoft Dynamics CRM Zoom

    Chatbot + Zoom

    Create a new Zoom meeting when the conversation is completed on Appy Pie Chatbot Read More...
    When this happens...
    Microsoft Dynamics CRM 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
  • Microsoft Dynamics CRM Zoom

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    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Microsoft Dynamics CRM + Zoom in easier way

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

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead 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
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • 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 Microsoft Dynamics CRM & Zoom Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM 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 Microsoft Dynamics CRM and Zoom

Microsoft Dynamics CRM is a customer relationship management software application. It allows users to store information related to their customers and also allows them to utilize the information available in the system to improve their knowledge of their customers. The system can be used to handle sales, marketing, and service for an organization.CRM can be integrated with other applications to enhance its functionality. For example, Microsoft Exchange Server can be integrated with CRM to provide a single view of all customer-related data. Other applications that can be integrated with CRM include Sage Act! and Salesforce.com.

Zoom is a video conferencing application that allows users to communicate via video conference. Zoom also enables users to use one-way video calling. The application eliminates the need for traveling between offices or using expensive phones to communicate with co-workers. Using Zoom saves an organization money because employees can work from home and avoid the cost of traveling between offices, as well as the cost of purchasing phones and traveling to meetings.Zoom is available on Windows, Mac, iOS, Android, and Linux platforms.Zoom also offers integration with Microsoft Dynamics CRM.

Integration invpves making the two systems work in a manner that enhances their functionality and improves the productivity of users. Integration invpves two basic steps. configuration and connection. Configuration invpves defining the data exchange between both applications while connection invpves establishing a link between the systems that facilitates data transfer.Integration of CRM and Zoom results in the fplowing benefits:

Integration of Microsoft Dynamics CRM and Zoom results in an enhanced user experience, increased productivity, reduced costs, and improved performance of both applications.

The process to integrate Microsoft Dynamics CRM 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.