New meeting summaries in Zoom — Entities in Microsoft Dynamics CRM

The scenario catches new meeting summaries in Zoom and creates entities in Microsoft Dynamics CRM. Runs on its own, no manual copying.

  • Every call from Zoom is captured as a Microsoft Dynamics CRM record automatically
  • The call log is complete — nothing reconstructed from memory
  • No time spent on data entry after the conversation
ZoomMicrosoft Dynamics CRM

How it works

To create Microsoft Dynamics CRM records from Zoom without manual input, use a ready-made scenario.

  1. Starts when: Schedule
  2. Then: Zoom
  3. Then: Microsoft Dynamics Crm

You can launch this Zoom + Microsoft Dynamics CRM integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.