MyCase + Zoom
Create leads in MyCase from new meeting summaries on Zoom
This workflow kicks into gear when a new meeting summary is generated in Zoom, creating a lead in MyCase. It's an efficient way to ensure important meeting information feeds directly into your client management, freeing up your time and eliminating the need to manually transfer data. Experience a seamless transition from meetings to client management with this simple automation.
This workflow kicks into gear when a new meeting summary is generated in Zoom, creating a lead in MyCase. It's an efficient way to ensure important meeting information feeds directly into your client management, freeing up your time and eliminating the need to manually transfer data. Experience a seamless transition from meetings to client management with this simple automation.
- When this happens...New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
- automatically do this!Create Lead
Creates a new lead.
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