Integrate the Zoom API with the Agile CRM API

Setup the Zoom API trigger to run a workflow which integrates with the Agile CRM API. Pipedream's integration platform allows you to integrate Zoom and Agile CRM remarkably fast. Free for developers.

Popular Ways to Connect Zoom with Agile CRM#

Add Score to Contact with Agile CRM API on Custom Events from Zoom API

Zoom + Agile CRM

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Add Tags to Contact with Agile CRM API on Custom Events from Zoom API

Zoom + Agile CRM

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Create Company with Agile CRM API on Custom Events from Zoom API

Zoom + Agile CRM

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Create Contact Note with Agile CRM API on Custom Events from Zoom API

Zoom + Agile CRM

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Create Contact with Agile CRM API on Custom Events from Zoom API

Zoom + Agile CRM

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Popular Zoom and Agile CRM Triggers#

Custom Events from the Zoom API

Listen for any events tied to your Zoom user or resources you own

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Meeting Created (Instant) from the Zoom API

Emit new event each time a meeting is created where you're the host

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Meeting Started (Instant) from the Zoom API

Emit new event each time a meeting starts where you're the host

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Recording Completed (Instant) from the Zoom API

Emit new event each time a new recording completes for a meeting or webinar where you're the host

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Meeting Ended (Instant) from the Zoom API

Emit new event each time a meeting ends where you're the host

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Popular Zoom and Agile CRM Actions#

Add Score to Contact with the Agile CRM API

Used to change the score of a contact. See the documentation

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Add Tags to Contact with the Agile CRM API

Adds a tag or tags to an existing contact. See the documentation

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Create Company with the Agile CRM API

Create a new company in Agile CRM. See the documentation

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Create Contact with the Agile CRM API

Create a new contact in Agile CRM. See the documentation

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Create Contact Note with the Agile CRM API

Adds a note to a contact. See the documentation

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Overview of Zoom#

Connecting Zoom to any app using Pipedream

Pipedream workflows allow you to run any Node.js code that connects to the Zoom API. Just create a new workflow, then add prebuilt Zoom actions (create a meeting, send a chat message, etc.) or write your own code. These workflows can be triggered by HTTP requests, timers, email, or on any app-based event (new tweets, a Github PR, Zoom events, etc).

Getting Started

First, sign up for Pipedream at https://pipedream.com.
Visit https://pipedream.com/accounts.
Click the button labeled Click Here to Connect an App.
Search for "Zoom" and select either Zoom or Zoom Admin (see the differences below):

This will open up a new window prompting you to authorize Pipedream's access to your Zoom account. Once you authorize access, you should see your Zoom account listed among your apps.

Create a new workflow, add a new step, search for "Zoom" or "Zoom Admin". Once you've selected either app, you can choose to either "Run Node.js code" or select one of the prebuilt actions for performing common API operations.
At this stage, you'll be asked to link the Zoom account you connected above, authorizing the request to the Zoom API with your credentials:

Zoom vs Zoom Admin app

Zoom users can be classified into two groups: non-admins and admins. Admins have account-level permissions that users do not, and Zoom has corresponding admin-level scopes that aren't relevant for normal users. Therefore, Pipedream exposes two apps — Zoom and Zoom Admin — to serve the two groups.

In the Zoom Marketplace, these apps are named Pipedream, and Pipedream for Zoom Admins, respectively.

Non-admins have permissions to manage standard Zoom resources in their account: meetings, webinars, recordings, and more. If you're a non-admin, you'll want to use the Zoom app.

Zoom admins have permissions to manage account-level resources, like users and reports. They can also manage webinars and meetings across their organization. If you're an admin and need to manage these resources via API, you'll want to use the Zoom Admin app.

The Zoom API docs on permissions provide detailed information on these permissions and their associated OAuth scopes.

Connect Zoom#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoom: {
      type: "app",
      app: "zoom",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.zoom.us/v2/users/me`,
      headers: {
        Authorization: `Bearer ${this.zoom.$auth.oauth_access_token}`,
      },
    })
  },
})

Overview of Agile CRM#

Agile CRM provides an API that lets developers build a wide range of
applications and integrations with the Agile CRM platform. Here are some
examples of what you can build using the Agile CRM API:

A custom application or integration with your existing systems
A contact management system
A lead management system
A sales CRM
A marketing automation tool
An appointment scheduling system
A live chat system

Connect Agile CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    agile_crm: {
      type: "app",
      app: "agile_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.agile_crm.$auth.domain}.agilecrm.com/dev/api/contacts`,
      auth: {
        username: `${this.agile_crm.$auth.username}`,
        password: `${this.agile_crm.$auth.api_key}`,
      },
    })
  },
})