In this how-to guide

How to automatically schedule Zoom meetings for new Pipedrive deals
1. Set the Pipedrive trigger as “Deal added”
2. Add the "Create meeting" step in Zoom
3. Activate your playbook
Learn more about integrating with Pipedrive and Zoom
Related blog posts
More how-to guides featuring Pipedrive and Zoom

Integrationsarrow_forwardPipedrive Integrationsarrow_forwardPipedrive + Zoom Integrationsarrow_forward

How to automatically schedule Zoom meetings for new Pipedrive deals

How to automatically schedule Zoom meetings for new Pipedrive deals

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

Try it in Relay.app

1

Set the Pipedrive trigger as “Deal added”

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 for new Pipedrive deals. Click "Add trigger" in your playbook and choose "Deal added" 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 for new Pipedrive deals.

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 new 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.

Learn more about

See all appsarrow_forward

See all blog posts ➔

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

Whitney Hazard

Automation Ideas

7 Pipedrive automations for effortless lead management

Automate your Pipedrive CRM and go from warm lead to final sale faster than you can say "automation".

Jacob Bank

More how-to guides featuring Pipedrive and Zoom

See all how-to guides ➔

Automatically create Zoom meetings each time an organization is updated in Pipedrive

If you're in the sales or organizational management space, you know that effective communication and collaboration are the backbone of success. But as your team grows and evolves, keeping everyone on the same page can become a challenge. One of the biggest headaches arises when changes happen within

Automatically create Zoom meetings when Pipedrive project statuses are updated

Are you tired of spending countless hours coordinating meetings for your projects? If so, Relay.app is the innovative solution you've been waiting for! By seamlessly integrating with Pipedrive, Relay.app simplifies meeting scheduling by creating Zoom meetings automatically when project statuses chang

Automatically create Zoom meetings whenever deals are updated in Pipedrive

Do you find it time-consuming to schedule meetings with clients or team members? What if we told you there's a solution to streamline this process? Introducing Relay.app - an innovative tool automatically scheduling Zoom meetings whenever deals are updated in Pipedrive. With Relay.app, you can elimin

Automatically create Zoom meetings whenever a new product is added in Pipedrive

Are you looking for a solution to streamline your team's communication and collaboration? Check out Relay.app! It automates scheduling Zoom meetings whenever a new product is added in Pipedrive. Say goodbye to manual scheduling and hello to streamlined coordination. With Relay.app, your team can coll

Create Zoom meetings for new Pipedrive leads

Automate meeting arrangements by generating Zoom meetings for newly acquired leads in Pipedrive. This integration seamlessly connects your CRM and video conferencing tools. Upon adding a new lead in Pipedrive, Relay.app promptly schedules a corresponding Zoom meeting, facilitating convenient communi

Automatically create Zoom meetings each time a contact is updated in Pipedrive

If you're a sales or relationship management professional, you know how scheduling meetings with clients and prospects can become a tedious and time-consuming task. To simplify the process, Relay.app offers a solution that automates the creation of Zoom meetings whenever a contact is updated in Piped

Add Zoom meeting registrants to Pipedrive leads

Streamline lead management by seamlessly integrating Zoom meeting registrants with your Pipedrive leads. With this integration, Relay.app bridges your video conferencing and CRM platforms. Whenever a user registers for a Zoom meeting, Relay.app automatically adds them as a lead in Pipedrive, ensurin

Automatically create Zoom meetings whenever deal stages change in Pipedrive

Are you tired of manually scheduling Zoom meetings for your sales team? Look no further than Relay.app! Our solution automates the scheduling process whenever deal stages change in Pipedrive, ensuring seamless coordination and maximum efficiency. Your team will be able to focus on driving deals forwa

Automatically create Zoom meetings every time a deal is won in Pipedrive

Maximizing the potential of your sales process can be challenging, but Relay.app is here to help. By automating the scheduling of Zoom meetings after every deal wins in Pipedrive, you can ensure that your momentum of success is maintained and opportunities for engagement are always noticed. Our integ

Automatically create Zoom meetings whenever a new project is added in Pipedrive

Are you tired of the hassle and complexity of coordinating internal efforts while managing sales and projects? Do you struggle to initiate meetings and kickstart project planning and execution? Worry no more! Relay.app is here to revolutionize your project management workflow and streamline your team

Automatically schedule Zoom meetings for new Pipedrive activities

Are you tired of missing out on valuable engagement opportunities just because scheduling meetings is such a hassle? If so, you're not alone! But what if I told you there's a powerful tool that can simplify the entire process and help you make the most of every interaction? That's right - I'm talking

Automatically schedule a Zoom meeting when Pipedrive project phase changes

Project management can be a challenge, especially when timelines shift and priorities change. Missed deadlines and overlooked deliverables can lead to project delays and frustrations. Relay.app is the solution for this. It integrates with Pipedrive and Zoom to automatically schedule meetings in respo

Add Zoom meeting registrant to Pipedrive person

Efficiently manage leads by automatically integrating Zoom meeting registrants with your Pipedrive contacts. With this integration, Relay.app bridges your video conferencing and CRM systems. When someone registers for a Zoom meeting, Relay.app seamlessly adds them as a new contact in Pipedrive, ensu

Automatically schedule Zoom meetings for closed Pipedrive deals

Are you tired of missed opportunities and delays in your sales-to-project execution transition process? Say hello to seamless transitions with the Relay.app! This powerful solution streamlines the process by automatically creating Zoom meetings when a deal is closed in Pipedrive. With Relay.app, you

Automatically schedule a Zoom meeting when a deal is lost in Pipedrive

If you're a sales or relationship management professional, you know how scheduling meetings with clients and prospects can become a tedious and time-consuming task. To simplify the process, Relay.app offers a solution that automates the creation of Zoom meetings whenever a contact is updated in Piped

Automatically create Zoom meetings each time a new contact is added in Pipedrive

Are you tired of manually scheduling Zoom meetings whenever a new contact is added to Pipedrive? Missing opportunities to engage with potential customers can be costly. That's where Relay.app comes in - a solution that automates the process for you! By integrating with Pipedrive, Relay.app saves you

What will you automate?

Sign up and get started with your first Relay.app workflow today.

Try Relay.app for free

Background image

Background image