In this how-to guide

How to create Zoom meetings for new Pipedrive leads
1. Set the Pipedrive trigger as "Lead added"
2. Add the "Create meeting" in Zoom automation
3. Activate your Relay.app playbook
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How to create Zoom meetings for new Pipedrive leads

How to create Zoom meetings for new Pipedrive leads

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 use Relay.app to automatically run the Zoom “Create meeting” action for each Pipedrive “Lead added” event.

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Pipedrive > Zoom

Trigger

Last triggered

Lead added

Create meeting

1

Set the Pipedrive trigger as "Lead added"

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Lead added" under Pipedrive. Then, select the relevant fields for integration. This will allow your playbook to automatically detect the new lead added in Pipedrive and initiate necessary actions.

If this is your first time using a Pipedrive integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Create meeting" in Zoom automation

Integrate the Zoom automation into your playbook to ensure the prompt creation of a new meeting for each new lead added 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 Relay.app playbook

Activating your playbook is the final step to automate the creation of Zoom meetings. Once turned on, it will respond to a new lead added in Pipedrive by creating a new meeting in Zoom with the lead without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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