Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

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

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 Batch
    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 Batch
    Get registrants for meeting/webinar/cloud recording in Zoom
  • Get user
    Get user in Zoom
  • Get webinar attendees Batch
    Get attendees from webinar in Zoom
  • Retrieve webinar results Batch
    Get results of Q&A/poll from webinar in Zoom
  • List object Batch
    List objects in Zoom
  • Schedule meeting or webinar
    Schedule meeting/webinar in Zoom
  • Search object Batch
    Search webinars/meetings/cloud recordings in Zoom
  • Search users Batch
    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

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Related Solutions & Content

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.

Let’s start automating

Schedule a Demo