Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Relevant for managed services and support workflows.
🗂️ Auto-Create Airtable CRM Records for Zoom Attendees This workflow automatically logs every Zoom meeting attendee into an Airtable CRM — capturing their details for sales follow-up, reporting, or onboarding. ⚙️ How It Works Zoom Webhook → Captures participant join event. Normalize Data → Extracts attendee name, email, join/leave times. Airtable → Saves/updates record with meeting + contact info. 🛠️ Setup Steps 1. Zoom Create a Zoom App with meeting.participant_joined event. Paste workflow webhook URL. 2. Airtable Create a base called CRM. Table: Attendees. Columns: Meeting ID Topic Name Email Join Time Leave Time Duration Tag 3. AlekSystem Replace YOUR_AIRTABLE_BASE_ID + YOUR_AIRTABLE_TABLE_ID in the workflow. Connect Airtable API key. 📊 Example Airtable Row | Meeting ID | Topic | Name | Email | Join Time | Duration | Tag | |------------|--------------|----------|--------------------|----------------------|----------|----------| | 999-123-456 | Sales Demo | Sarah L. | sarah@email.com | 2025-08-30T10:02:00Z | 45 min | New Lead | ⚡ With this workflow, every Zoom attendee becomes a structured CRM record automatically.
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Categories
Services
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