In this how-to guide

How to add Zoom meeting registrants to Pipedrive leads
1. Set the Zoom trigger as "New meeting registrant"
2. Add the "Get or add lead for person" in Pipedrive automation
3. Activate your Relay.app playbook
Learn more about integrating with Pipedrive and Zoom
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How to add Zoom meeting registrants to Pipedrive leads

How to add Zoom meeting registrants to Pipedrive leads

Relay.app is an automation tool that lets you automate actions across Pipedrive, Zoom, and many other apps. In this guide, we'll show you how to automatically run the “get or add lead for person” action in Pipedrive for each new meeting registrant in Zoom using Relay.app.

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Zoom > Pipedrive

Trigger

Last triggered

New meeting registrant

Get or add lead for person

1

Set the Zoom trigger as "New meeting registrant"

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "New meeting registrant" under Zoom. Then, select the meeting. This will allow your playbook to automatically detect the registrants added in Zoom meetings and initiate necessary actions.

If this is your first time using a Zoom integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Get or add lead for person" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new lead for each person registered in the Zoom meeting.

Click the "Add step" button, then locate the "Get or add lead for person" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Pipedrive account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the addition of a new lead in Pipedrive. Once turned on, it will respond to a person registered in a Zoom meeting by adding the person as a new lead in Pipedrive without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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