Use Cases
- Automatically summarize Zoom calls for better record-keeping
- Integrate meeting insights into CRM for enhanced customer engagement
- Reduce manual entry of call notes into CRM systems
How It Works
Triggers on receiving call data from Zoom via webhook Fetches call details using an HTTP request Generates a summary of the call using AI technology Sends the summarized data to the CRM system
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Configure the webhook URL to receive data from Zoom
- 3Set up authentication for the Zoom and CRM integrations
- 4Test the workflow with a sample Zoom call
Apps Used
Zoom
OpenAI
Categories
Target Roles
Industries
Tags
#ai content generation
#process automation
#workflow management