Generate tasks in Pipedrive after a Zoom meeting

Sorting through Zoom meeting notes to identify action items can be a real drain on your time, especially when you’re juggling multiple tasks. This automation takes care of that by creating a detailed note in Pipedrive with key action items as soon as the Zoom meeting wraps up.

Whether you're managing follow-ups or tracking team responsibilities, this tool ensures you don’t lose track of what needs to happen next. No more scrambling through meeting recordings or manually typing out notes—your action items will be captured and organized in Pipedrive for easy access.

With this streamlined solution, you’ll stay on top of tasks and ensure nothing slips through the cracks, making your post-meeting workflow much more efficient.fter a meeting—let this Playbook handle it for you.

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.

You will need to map the fields from Zoom to your Pipedrive database for the tasks. If you want to leave one of the fields out, you can just skip it.

Remember to toggle on the Autobook.

Step 2: Run the automation to generate tasks in Pipedrive after a Zoom meeting

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 task in Pipedrive with action items from a Zoom meeting, once the meeting is over.

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