Zoom 통합과 자동화

다양한 솔루션을 매끄럽게 연결하세요. Workato로 워크플로를 자동화하고 효율성을 향상시켜 보세요.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

자동화를 해야하는 이유 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

Workato의 놀라운 기능

필요한 만큼 지능형 자동화를 손쉽게 설정하세요.

사용 가능한 수천 개의 템플릿 제공
지능형 자동화로 업무를 가속화하세요.
더 빠르게 해보세요
봇을 만들어 바로 활용하세요

시장을 선도하는 기업들이 Workato를 사용합니다

Zoom 통합 소개

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.