Zoom Integration with Revamp CRM

Send your customers and data to Revamp CRM with this Zoom Integration.
Keep your team informed, collaborate better and run workflows.

Zoom Integration Details

Capture new Zoom webinar registrants in your sales and marketing flows by adding them to Revamp CRM as new people. Use Zapier to start automatically adding new Zoom webinar registrants to Revamp CRM, and optionally add your tags to refine the integration. Once you set up this Zoom webinar to Revamp CRM integration, new registrants from that point forward are individually added as new person in a campaign.

How Zoom Integration works when a new customer is created

You can configure Zapier to:

  1. Create a Contact in Revamp CRM with a tag ‘Zoom’
    1. You can optionally create a dynamic segment for all contacts with ‘Zoom’ tag
    2. Furthermore, automation can run on this segment to create a follow-up task.
  2. Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
  3. Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.

What You Need

  • Zoom account
  • Revamp CRM¬†account

About Zoom

  • Zoom is designed exclusively for hosting webinars, teaching online courses, and conducting online training, video demonstrations, virtual meetings and video conference; and represents an easy to use online video conferencing and meeting software that integrates video conferencing, simple online meetings, and group messaging into a single cloud-based platform. Helpful for small to medium businesses, enterprises, educational institutions, and healthcare organizations; Zoom is built to host and broadcast online meetings that can cater to up to 100 interactive video participants and 10,000 view-only attendees.

What is next for Zoom Integration

  1. Go to Zapier and explore all possible integrations here.
  2. Check over 80 Apps that connects to Revamp CRM here.

About Revamp CRM

  • Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.