The Zoom integration lets you manage Zoom meetings directly from Collanity CRM and automate meeting-related tasks using workflows.
Calendar & meeting management
After connecting Zoom to Collanity CRM, you can:
- Create Zoom meetings from the CRM calendar
- Update existing Zoom meetings
- Delete Zoom meetings
This keeps your CRM calendar and Zoom meetings in sync.
Workflow automation with Zoom
You can also use Zoom in Collanity CRM workflows to automate meeting-related processes.
Supported triggers
- Meeting created
- Meeting updated
- Meeting deleted
Supported actions
- Create meeting
- Update meeting
- Delete meeting
- Find meetings
- Retrieve meetings
