Zoom CRM Integration With Nutshell

Integrating Zoom with Nutshell CRM

Nutshell CRM empowers B2B organizations to streamline their sales process and work more collaboratively to win more deals. Zoom is a video conferencing solution that offers seamless online meetings, webinars, and virtual event capabilities. Together, they form a powerful integration that saves you time, enables teamwide collaboration, and enhances your customer experience.

With this integration, you can automatically sync Zoom meeting activity and registrant information to your Nutshell account, giving you full visibility into your conversations and making it easy to reference them later.

Zoom CRM Integration Benefits:

• Save time: With Nutshell and Zoom working together, you don’t have to worry about manually logging Zoom calls into your CRM. Your meeting activity and registrant info are automatically synced to the corresponding Nutshell contact, lead, or deal.
• Teamwide collaboration: Nutshell lets your sales and customer support teams work in sync, allowing everyone to stay up-to-date on customer conversations. When you integrate Zoom and Nutshell, any team member can easily reference past meetings and interact more seamlessly with customers.
• Improved customer experience: Nutshell’s integration with Zoom ensures your team has a more detailed view of each customer’s journey. This helps teams offer more personalized support and win more deals.

What it does:

The integration syncs Zoom meeting activity to Nutshell, automatically adding the meeting details to the contact’s timeline. You can view all the meetings scheduled for an individual contact or account directly from Nutshell. This integration can also automatically send webinar registrant information to Zoom and create new leads in Nutshell.

How to get started

You can set up this integration using Zapier or contact our team for assistance with setting up an integration.