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How Zapier works
Zapier makes it easy to integrate Beacon with Zoom - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Workflow Action" from Beacon.
Add your action
An action happens after the trigger—such as "Create Meeting" in Zoom.
You’re connected!
Zapier seamlessly connects Beacon and Zoom, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- WorkflowRequired
Try ItTriggerInstant- Record typeRequired
- Record IDRequired
ActionWrite- Email or IDRequired
ActionSearch- Meeting TypeRequired
Try ItTriggerInstant
- Record typeRequired
ActionWrite- Record typeRequired
ActionSearch- Record typeRequired
ActionSearch or write- New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Try ItTriggerInstant
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Connect Beacon and Zoom to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Learn how to automate Zoom on the Zapier blog
Frequently Asked Questions about Beacon + Zoom integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Beacon and Zoom
How can I integrate Beacon with Zoom?
You can integrate Beacon with Zoom through our platform by setting up triggers and actions. This involves connecting your Beacon account with your Zoom account and configuring specific triggers, such as a new contact in Beacon, to prompt actions like creating a new meeting in Zoom.
What triggers are available for the Beacon and Zoom integration?
Available triggers for the integration include new contacts in Beacon, updated contact records, or new information logged into Beacon. These triggers can be used to initiate actions within your Zoom account, such as creating meetings or webinars.
What actions can be performed in Zoom using data from Beacon?
Using data from Beacon, you can perform various actions in Zoom like scheduling a meeting, registering a participant for a webinar, or updating meeting details. These actions are triggered by events occurring within your Beacon account.
Are there any prerequisites for setting up the integration between Beacon and Zoom?
Before setting up the integration, ensure that you have active accounts on both platforms. Additionally, you need access permissions on both Beacon and Zoom to connect them securely through our integration setup process.
Can I customize the data that is transferred from Beacon to Zoom during integration?
Yes, during the integration setup process, you have the flexibility to map specific fields from Beacon to corresponding fields in Zoom. This customization ensures that only relevant data is transferred based on your requirements.
What should I do if I encounter an error during the integration setup?
If any errors occur during setup, verify your account permissions on both platforms first. Ensure that all fields and triggers are correctly configured according to our guidelines. If issues persist, consult our support documentation or reach out to our support team.
Is it possible to test the Integration between Beacon and Zoom before going live?
Yes, we recommend testing the configuration with sample data before fully implementing it into your workflow. Our platform allows you to simulate triggers and check if appropriate actions are executed in Zoom.
