Integrer Zoom med Nutshell

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 Zoom CRM 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.

Fordeler med Zoom CRM-integrering:

• Spar tid: Når Nutshell og Zoom samarbeider, trenger du ikke å bekymre deg for å logge Zoom-samtaler manuelt i CRM-systemet. Møteaktiviteten og informasjonen om de påmeldte synkroniseres automatisk med den tilsvarende kontakten, kundeemnet eller avtalen på Nutshell .
• 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: The Nutshell-Zoom CRM integration ensures your team has a more detailed view of each customer’s journey. This helps teams offer more personalized support and win more deals.

Hva den gjør:

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.

Slik kommer du i gang

For brukere av Nutshell Pro (og høyere) er Zoom en innebygd integrasjon. Når du er logget inn på Nutshell, kan du følge trinnene for å enkelt koble til Nutshell og få tilgang til praktisk møtesynkronisering.

Bruker du ikke Nutshell Pro (eller nyere)? Du kan sette opp denne integrasjonen ved hjelp av Zapier eller kontakte teamet vårt for å få hjelp til å sette opp en integrasjon.

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