In this how-to guide

How to automatically schedule a Zoom meeting when Pipedrive project phase changes
1. Set the Pipedrive trigger as “Project phase changed”
2. Add the "Create meeting" step in Zoom
3. Activate your playbook
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How to automatically schedule a Zoom meeting when Pipedrive project phase changes

How to automatically schedule a Zoom meeting when Pipedrive project phase changes

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 “create meeting” action in Zoom for each project phase changed in Pipedrive using Relay.app.

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Pipedrive > Zoom

Trigger

Last triggered

Project phase changed

Create meeting

1

Set the Pipedrive trigger as “Project phase changed”

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 when the project phase changes. Click "Add trigger" in your playbook and choose "Project phase changed" from the dropdown menu under Pipedrive.

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 when the Pipedrive project phase changes.

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 schedule a Zoom meeting when the Pipedrive project phase changes 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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