In this how-to guide

How to automatically schedule Zoom meetings for closed Pipedrive deals
1. Set the Pipedrive trigger as “Deal closed”
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 schedule Zoom meetings for closed Pipedrive deals

How to automatically schedule Zoom meetings for closed Pipedrive deals

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 deal closed in Pipedrive using Relay.app.

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Pipedrive > Zoom

Trigger

Last triggered

Deal closed

Create meeting

1

Set the Pipedrive trigger as “Deal closed”

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 whenever deals are closed. Click "Add trigger" in your playbook and choose "Deal closed" 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 each time a deal is closed 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 schedule Zoom meetings for closed Pipedrive deals 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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