{"id":1489,"date":"2020-07-07T15:00:00","date_gmt":"2020-07-07T19:00:00","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/3-zoom-automations\/"},"modified":"2026-09-30T07:46:22","modified_gmt":"2026-09-30T11:46:22","slug":"3-zoom-automations","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/3-zoom-automations\/","title":{"rendered":"3 Zoom Automations to Help Marketing, Sales, and HR Thrive in the WFH Era"},"content":{"rendered":"\n

We\u2019ve come to rely on Zoom<\/a> for all types of professional activities, from interviewing candidates to hosting events to demo\u2019ing our products to prospects.<\/p>\n\n\n\n

The question isn\u2019t whether your organization needs a platform like Zoom, but how you can make it work better for your business.<\/p>\n\n\n\n

Here are 3 Zoom automation workflows you can build to improve processes across HR, marketing, and sales. <\/p>\n\n\n\n

Related: 5 popular and invaluable workflow automations<\/a><\/em><\/p>\n\n\n\n

Event Marketing Automation: Verify and enrich virtual event attendees with the click of a button <\/strong><\/h4>\n\n\n\n

When hosting a company event, you probably have an idea of who you\u2019d like to attend\u2014and who is a less ideal attendee.<\/p>\n\n\n\n

The problem is, it\u2019s time consuming and manually burdensome to monitor your list of registrants and decide who attends. That is, until now.<\/p>\n\n\n\n

You can use an automation tool like Workato<\/a> to orchestrate a workflow that automatically captures registrants from multiple sources, enriches the registrant with both personal details and product usage data, and presents all of this information in a chat tool like Slack<\/a> or Microsoft Teams<\/a> for approval.<\/p>\n\n\n\n

\"A<\/figure>\n\n\n\n

Let\u2019s walk through this event marketing automation<\/a>:<\/p>\n\n\n\n

  1. The workflow gets triggered when somebody signs up in an events management app like Eventbrite<\/a> or on a landing page. <\/li><\/ol>\n\n\n\n
    1. Workato enriches their profile by adding information from their Linkedin profile, ClearBit or ZoomInfo, and Snowflake<\/a> (for product usage insights). <\/li><\/ol>\n\n\n\n

      Note: You can easily replace these platforms with alternatives. For example, you can use Tableau<\/a> instead of Snowflake.<\/p>\n\n\n\n

      1. Workbot<\/a> (our enterprise platform bot) then puts each attendee\u2019s info into a designated Slack channel where you and other colleagues organizing the event can decide whether to accept or reject them. <\/li><\/ol>\n\n\n\n
        1. If an attendee is accepted, they automatically receive a Google calendar invite. This helps increase the likelihood that they attend your event.<\/li><\/ol>\n\n\n\n

          This workflow automation ultimately saves your team from using several applications, and it allows them to make informed decisions on who attends\u2014which they can then act on by simply clicking \u201cApprove\u201d or \u201cReject.\u201d<\/p>\n\n\n\n

          Related: How to use automation to create better content<\/a><\/em><\/p>\n\n\n\n

          Sales & Support Content Management: Record meetings and share them across popular platforms without lifting a finger<\/strong><\/h4>\n\n\n\n

          If you work in a sales or customer support role, you\u2019ve likely forgotten to record an important conversation at one point or another. Maybe you\u2019ve even lost the recording soon after the call (it happens to the best of us).<\/p>\n\n\n\n

          This workflow automation takes care of both so you can focus on what\u2019s most important: the customer or prospect on the other line.<\/p>\n\n\n\n

          \"A<\/figure>\n\n\n\n

          Here\u2019s how the magic happens:<\/p>\n\n\n\n

          1. The workflow automation gets triggered when the Zoom<\/a> call ends.<\/li><\/ol>\n\n\n\n
            1. The recording gets stored in a platform like Box<\/a>, and it gets pushed to Salesforce, where you can find it as a note in the Salesforce opportunity. <\/li><\/ol>\n\n\n\n
              1. Workbot notifies the appropriate stakeholders in Slack that the recording is available in Box and Salesforce.<\/li><\/ol>\n\n\n\n

                Note: Remember, you can always replace these platforms with alternatives. In this case, it can be something like Google Drive instead of Box.<\/p>\n\n\n\n

                Once the recordings are accessible, your team can use them for important activities, like call prep, trainings, or performance evaluations.<\/p>\n\n\n\n

                Related: How to use product usage data to improve your reps’ close rate<\/a><\/em><\/p>\n\n\n\n

                Hiring Automation: Use Workbot to facilitate interviews and provide a top-notch candidate experience <\/strong><\/h4>\n\n\n\n

                Interviews require a lot of coordination between interviewees, especially when done online. Members of an Interview panel need to:<\/p>\n\n\n\n