Meetings
Zoom + AutomateNexus CRM
Auto-schedule calls and capture meeting briefs.
ZOAN
01What you can do
Zoom, wired into your pipeline.
One-click scheduling
Book Zoom meetings from a deal and drop the link on the calendar.
Meeting briefs
Karrie prepares a pre-call brief and captures notes afterward.
Recordings attached
Recordings and transcripts land on the right contact automatically.
02How it works
Connected in three steps.
01
Connect Zoom
Authorize Zoom with secure OAuth in seconds.
02
Schedule from a deal
Generate meeting links inside the CRM with calendar sync.
03
Let Karrie capture
Briefs, notes, and recordings attach to the record.
Two-way sync
Changes on either side reconcile in real time. No stale records, no duplicates.
Webhooks
Zoom events can trigger agents and automations the moment they fire.
No code
Authorize, map, and go live in minutes — no developer required.
Put Zoom to work.
Start your 7-day free trial and connect Zoom on day one. No credit card, no middleware.