Zoom integration with Freshsales Suite
How to Create Freshworks CRM contacts and accounts for new registrants in Zoom
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Freshworks CRM contacts and accounts for new registrants in Zoom" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Freshsales Suite integrations
Freshsales Suite actions
Nekton can use any feature that is available in Freshsales Suite API.
Using our advanced AI, you can easily create custom automations for Freshsales Suite.
Here are some typical actions you can do in your automated workflows.
Add Meeting to Deal
This action will help to create meeting for given deal.
Add Note to Deal
Adds a note to a deal.
Create Contact
Creates a new contact.
Update Contact
Updates an existing contact.
Find Deal
Search an existing Deal.
Find Contact by Email
Find an existing contact by email.
About Freshsales Suite
Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.