***Please note that Integromat evolved into Make in February 2022. All content for Integromat is also valid for Make.***

The Problem

A client is running Pipedrive CRM + CloudTalk + Zoom + Google Sheets combo:

• Salespeople are making calls via CloudTalk – all the info is automatically logged into Pipedrive, including duration of the calls.
• Sometimes salespeople make “calls” via Zoom.
• Native Zoom integration in Pipedrive is logging some basic meeting info into Pipedrive BUT it’s not logging the true duration of past meetings. (I was NOT interested in the “scheduled duration”. I need to know for how long the participants of the meeting talked)
• The client needs to analyze call (=CloudTalk) and meeting (=Zoom) durations in Google Sheets along with deal information from Pipedrive. The longer the duration is, the likely sales is going to be made.

The task was to enrich existing automation setup with a scenario which would collect Zoom meeting durations from Zoom API a push the data into the reporting Google Sheets spreadsheet.

The Solution

As always Integromat did the trick here. The scenario ended up being relatively simple however there was a sneaky trick needed to finish the project. There were 3 challenges:

1. There is not a native module on Integromat to pull information for past Zoom meetings. So “Make an API Call” module was needed to connect to “Get past meeting details” endpoint in the Zoom API:
2. The native Zoom app on Integromat does not have enough scopes to collect durations of the past meetings. This was the sneaky part.
3. Meeting information is logged in Pipedrive notes but the format is extremely inconsistent since the info is inserted manually by salespeople.

For solving #1 and #2, I had to create a “custom Zoom app” in the developers section on Zoom’s website. This allowed me to get my own API key and API secret but moreover I was able to define the scopes needs for my Zoom app – including one for getting past meeting details. The beauty of Integromat is that it allows you to either connect to Zoom with default scopes for Integromat OR you can use you own Zoom app’s key and secret to be able to work with the needed scopes for your project. When I had the custom app ready in Integromat, I was able to make API calls to this Zoom API endpoint:

GET /past_meetings/{meetingUUID}

To solve #3, I had to introduce a set of steps to retrieve a Zoom meeting ID which can be present anywhere in the note text string in Pipedrive. I did not feel comfortable doing this via regex, so I used a combination of array functions and iterations to retrieve the Zoom meeting ID.

The whole scenario is triggered with a new activity webhook in Pipedrive because when a new note is added, it does trigger this activity webhook.

The Scenario

The scenario is quite straightforward, I’ve only added a few error handlers which make it look more complicated.

Conclusion

As you can see Integromat rocks again!

Sure, you could get this done with a developer, your own server, your own error handling but it would take you 5x more to get this thing launched. With Integromat, this problem took only 3 hours to solve 🙂

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