How to Integrate Pipedrive with Zoom for Sales Meetings via Zapier
Integrating Pipedrive with Zoom using Zapier allows you to automate tasks like scheduling Zoom meetings when a deal is created or updated in Pipedrive. Here’s a step-by-step guide to achieve this:
- From your 'Zapier' dashboard, select 'Zap'.
- Click on the 'Trigger' field to select the event.
- Set up 'Pipedrive' as your trigger.
- Select 'New activity' as a trigger event.
- Connect your Pipedrive account.
- Click 'Test trigger'.
- Search for and select 'Zoom' as the action app.
- Choose 'Create Meeting' as the action.
- Connect your Zoom account.
- Configure the meeting details and click 'Continue'.
- Click 'Test step' to perform a test.
- Once the test is successful, click 'Publish'.
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