Summarize Zoom meeting to Pipedrive as a new note

After a Zoom call, sifting through notes to capture important action items can be time-consuming and lead to missed details. This Playbook addresses that by automatically summarizing your Zoom meeting and saving the summary as a note in Pipedrive once the meeting ends.

This is ideal for sales teams tracking customer conversations or project managers needing quick access to key points from team meetings. Instead of manually transcribing call highlights or forgetting crucial follow-up tasks, the automation ensures everything is neatly captured and stored in Pipedrive.

With this tool, your notes are ready to go right after the call, allowing you to stay organized, focus on next steps, and never miss important information again.

Let’s set it up!

Step 1: Integrate Pipedrive and Zoom

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Pipedrive and Zoom.

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card.

Remember to “toggle on” the automation.

Step 2: Run the automation to summarize Zoom meeting to Pipedrive as a new note

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard).

When you run the autobook, it will create a summary and action items of a Zoom meeting and save the details to Pipedrive as a new note.

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