In this how-to guide

How to automatically create Zoom meetings each time a new contact is added in Pipedrive
1. Set the Pipedrive trigger as “Person added”
2. Add the "Create meeting" step in Zoom
3. Activate your playbook
Learn more about integrating with Pipedrive and Zoom
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How to automatically create Zoom meetings each time a new contact is added in Pipedrive

How to automatically create Zoom meetings each time a new contact is added in Pipedrive

Relay.app is an automation tool that lets you automate actions across Pipedrive, Zoom, and many other apps.

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1

Set the Pipedrive trigger as “Person added”

Once you have finished creating your playbook, the next step would be to begin with the first action. A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Pipedrive trigger to initiate your playbook's actions each time a new contact is added. Click "Add trigger" in your playbook and choose "Person added" from the dropdown menu under Pipedrive. This will allow your playbook to automatically identify newly added persons and trigger necessary actions.

If you still need to connect your Pipedrive account to Relay.app yet, a prompt will guide you through the process.

2

Add the "Create meeting" step in Zoom

Integrate the Zoom automation into your playbook to ensure the prompt creation of Zoom meetings each time a new contact is added in Pipedrive.

Click the "Add step" button, then locate the "Create meeting" automation for Zoom and input the mandatory and relevant details.

If your Zoom 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 Zoom account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create Zoom meetings each time a new contact is added in Pipedrive without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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