Integration

Connect Freshworks CRM to Zoom

When something happens in Freshworks CRM, your agent does the next thing in Zoom. Describe it in plain language and the automation is built, tested on every branch and kept running.

Freshworks CRM6 triggersFreshworks CRM17 actionsZoom15 triggersZoom17 actions

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Triggers and actions 21 triggers · 34 actions

Trigger
New Account
Polling trigger: fires when a new sales account is created. Sorted by created_at descending.
Trigger
New Contact
Polling trigger: fires when a new contact is created. Sorted by created_at descending.
Trigger
New Deal
Polling trigger: fires when a new deal is created. Sorted by created_at descending.
Trigger
New or Updated Account
Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
Trigger
New or Updated Contact
Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
Trigger
New or Updated Deal
Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
Action
Add Note to Contact
Adds a note to a contact (targetable_type=Contact) in Freshworks CRM.
Action
Create Account
Creates a new sales account in Freshworks CRM.
Action
Create Appointment
Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
Action
Create Contact
Creates a new contact in Freshworks CRM.
Action
Create Deal
Creates a new deal in Freshworks CRM.
Action
Create Task
Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
Action
Find Account by Name
Looks up a sales account by name using the lookup endpoint.
Action
Find Contact by Email
Looks up a contact by email address using the lookup endpoint.
Action
Find deal by custom field
Searches for a deal by the selected custom field. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
Action
Find deal by name
Searches for a deal by name. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
Action
Find deal stage by name
Searches for a deal stage by name. If a single match is found, emits the stage's details. If none or multiple match, an error occurs.
Action
Find pipeline by name
Searches for a pipeline by name. If a single match is found, emits the pipeline's details. If none or multiple match, an error occurs.
Action
Get Account
Retrieves a sales account by ID in Freshworks CRM.
Action
Get Contact
Retrieves a contact by ID in Freshworks CRM.
Action
Get Deal
Retrieves a deal by ID in Freshworks CRM.
Action
Update Contact
Updates an existing contact by ID in Freshworks CRM.
Action
Update Deal
Updates an existing deal by ID in Freshworks CRM.
Trigger
Meeting ended
Triggered when a meeting ends.
Trigger
Meeting participant joined
Triggers when a participant joins a meeting.
Trigger
Meeting registration cancelled
Triggered when a meeting registration is cancelled.
Trigger
Meeting started
Triggered when a meeting starts.
Trigger
New recording completed
Triggered when a cloud recording is completed.
Trigger
New recording completed (all active licensed accounts)
Triggered when a cloud recording is completed in any licensed active account.
Trigger
New recording completed (specified account)
Triggered when a cloud recording is completed for the specified account.
Trigger
New webinar registrant
Triggers when a new registrant is added to a Webinar.
Trigger
Recording completed
Triggered when a recording completes.
Trigger
Upcoming meeting
Triggered when a meeting is upcoming in the specified amount of time. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
Trigger
Upcoming meeting (all active licensed accounts)
Triggered when a meeting is upcoming in the specified amount of time for any active licensed account. NOTE: this trigger only fetches up to 300 meetings at a time for each account. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
Trigger
Upcoming meeting (specified account)
Triggered when a meeting is upcoming in the specified amount of time for the specified account. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
Trigger
Upcoming meeting via integration setting (all active licensed accounts)
Triggered when a meeting is upcoming in the amount of time given by the specified integration setting stored in a lookup table. The default is 30 minutes if the setting is not found.
Trigger
Webinar ended
Triggered when a webinar ends.
Trigger
Webinar started
Triggered when a webinar starts.
Action
Add meeting registrant
Adds a registrant to the specified meeting. The meeting must have been created with an approval_type of "0" or "1", in which registrants are either automatically or manually approved.
Action
Create meeting
Creates a new meeting.
Action
Delete meeting
Deletes the specified meeting.
Action
End meeting
Immediately ends a meeting.
Action
Find meeting by agenda
Finds a meeting that matches the provided agenda. An error occurs if zero or multiple meetings match.
Action
Get approved meeting registrants
Returns approved registrants (up to 300 max) registrants for the specified meeting.
Action
Get connection mode
Returns the mode of the named Zoom connection, either Individual or Admin.
Action
Get meeting
Outputs details for the specified meeting.
Action
Get meeting registrant
Returns details for the specified registrant in the specified meeting.
Action
Get user
Returns a Zoom user's profile and settings by user ID or email.
Action
Get user settings
Outputs all settings for the specified user.
Action
List cloud recordings
Lists cloud recordings for a Zoom user within a date range.
Action
List meetings
Lists a Zoom user's scheduled, live, or upcoming meetings.
Action
List users
Lists the users on the Zoom account.
Action
Update meeting
Updates an existing meeting.
Action
Update meeting registrant status
Updates a registrant's status for the specified meeting.
Action
Update user settings
Updates the specified user's settings.

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