Why you should automate with Zoom

speed up the sales cycle

speed up the sales cycle
Track and store data
deliver data to slack
manage marketing efforts

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 automations
Go 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 connectivity

Your 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.

Do everything in one place

Customize your Zoom integration with the following triggers and actions.

Triggers

When this happens…

Zoom

New event Real-time
Webinar/Meeting/Cloud recording event in Zoom

Any other trigger you can think up

Actions

Do this…

Zoom

Custom action
Custom action in Zoom (Custom)
Add group members
Add group member in Zoom
Add registrant
Add registrants to meeting/webinar/cloud recording in Zoom
Create group
Create group in Zoom
Create user
Create user in Zoom
Delete object
Delete webinar/meeting/cloud recording/group in Zoom
Delete users
Delete user in Zoom
Download cloud recording
Download cloud recording in Zoom
Get object by ID
Get webinar/meeting/cloud recording/group in Zoom
Get registrants
Get registrants for meeting/webinar/cloud recording in Zoom
Get user
Get user in Zoom
Get webinar attendees
Get attendees from webinar in Zoom
Retrieve webinar results
Get results of Q&A/poll from webinar in Zoom
List object
List objects in Zoom
Schedule meeting or webinar
Schedule meeting/webinar in Zoom
Search object
Search webinars/meetings/cloud recordings in Zoom
Search users
Search users in Zoom
Update object
Update webinars/meetings/cloud recordings/groups in Zoom
Update registrant status
Approve/Cancel/Deny registrants for webinars/meetings/cloud recordings in Zoom
Update user
Update user in Zoom

Any other action you can think up

Let us tailor your Zoom integrations

The wonders of Workato

Easily set up as many intelligent automations you need.

1000s of ready-to-use templates
Accelerate work with intelligent automation
Do it yourself, faster
Build bots. Put them to work

Market leaders run on Workato

About Zoom Integrations

Virtual communication and collaboration are now more important than ever. Zoom helps you reach both employees and customers through a unified video communications platform to facilitate remote work and maintain connections.

Zoom also has native integrations with Salesforce and other common tools. However, native integrations do not allow you to extract the important sales and marketing related data that Zoom collects or store and send that data to the right applications.

How you can integrate Zoom

Add virtual backgrounds to your video calls.
Effortlessly schedule online meetings with the calendar integration.
Add Waiting Rooms to increase call security.
Share multiple screens at once with multi-share.