How to add Zoom meeting registrants to Pipedrive leads

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 "New meeting registrant" under Zoom. Then, select the meeting. This will allow your playbook to automatically detect the registrants added in Zoom meetings and initiate necessary actions.

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

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new lead for each person registered in the Zoom meeting.

Click the "Add step" button, then locate the "Get or add lead for person" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive 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 Pipedrive account.

Activating your playbook is the final step to automate the addition of a new lead in Pipedrive. Once turned on, it will respond to a person registered in a Zoom meeting by adding the person as a new lead in Pipedrive 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.