Why you should automate with Zoom
speed up the sales cycle
Why these integrations and automations matter:Zoom contains valuable data for your sales and marketing teams that can inform outreach. Integrate Zoom with other apps to get your data organized for insights or governance.
Connect Zoom to your CRM to support custom automationsGo beyond the power of out-of-the-box connectivity with Workato. Some examples of custom automation:
- Enrich a lead or validate lead information before adding it to your CRM.
- Automate your lead routing workflow by connecting Zoom to your CRM, marketing platform, or to Slack.
- Depending on if someone attended an event, registered and didn’t attend, or partially attended, you can create custom fields in your CRM to document that information.
Streamline your sales workflow with Zoom-CRM connectivityYour calendar shows Zoom calls and includes relevant information from Salesforce or your CRM on the contact you’re meeting with. After the call, an automation uploads the meeting recording to Gong or Chorus. The automation delivers data on the call to the right Slack channel and a bot asks if you want to update your CRM after the call. This bot can also prompt you to send a gift automatically through Sendoso or ask if you want to target the individual or their company in specific advertising campaigns.