Zoom is a cloud-based video conferencing and collaboration platform used for meetings, webinars, virtual events, and team collaboration. It provides features such as HD video, screen sharing, chat, breakout rooms, and integrations with other productivity tools. Zoom is widely used by organizations for remote work, virtual education, and hybrid team communication. With its API and integration capabilities, Zoom can connect seamlessly with CRMs, calendars, project management tools, and more to enhance workflows and simplify collaboration.

Business use cases

Automating Meeting Scheduling

Frends can integrate Zoom with calendar platforms like Google Calendar, Microsoft Outlook, or scheduling tools like Calendly. For example, when a new meeting is scheduled in Calendly, Frends can automatically generate a Zoom meeting link and send it to participants via email or calendar invitations. This streamlines scheduling and eliminates the need for manual meeting link creation.

Managing Webinar Registrations

Frends can connect Zoom with event registration platforms like Eventbrite or HubSpot. For example, when someone registers for a webinar through an external platform, Frends can automatically create a corresponding registration in Zoom, sync participant details, and send confirmation emails. This ensures accurate data synchronization and better event management.

Syncing Contact and Participant Data

Frends can integrate Zoom with CRM systems like Salesforce, Zoho CRM, or HubSpot to streamline participant and contact management. For instance, attendee data from Zoom meetings or webinars can be synced with CRM records, enabling sales and marketing teams to track engagement and follow up with participants effectively.

Synchronizing with Learning Management Systems (LMS)

Frends can integrate Zoom with LMS platforms like Moodle, Canvas, or Blackboard to simplify education workflows. For example, Frends can automate the creation of recurring Zoom classes based on LMS schedules, sync attendance data back to the LMS, and even trigger notifications to students for upcoming lessons.

Automating Attendance Tracking

Frends can extract attendee data from Zoom and feed it into business intelligence (BI) tools like Power BI or Tableau. For example, Frends can automatically pull attendance records from Zoom meetings or webinars and create detailed dashboards showing participant engagement, attendance trends, and overall metrics.

Enabling Sales and Support Collaboration

Frends can connect Zoom with service platforms like Zendesk or Salesforce Service Cloud to streamline sales and support workflows. For instance, when a Zoom meeting is scheduled with a lead in Salesforce, Frends can add meeting details to the corresponding CRM record. Similarly, support interactions on Zoom can be synced with ticketing platforms to centralize issue tracking.

Supporting Hybrid Workflows with Collaboration Tools

Frends can integrate Zoom with communication platforms like Slack or Microsoft Teams to enhance hybrid team collaboration. For example, Frends can automate the process of notifying team members in Slack or Teams whenever a Zoom meeting is scheduled or initiated, ensuring everyone stays informed in real time.

Enhancing Marketing Campaigns with Webinar Data

By integrating Zoom with marketing tools like Mailchimp, Marketo, or HubSpot, Frends can ensure webinar engagement data supports lead nurturing campaigns. For instance, attendee engagement in Zoom webinars can be synced with marketing platforms to trigger follow-up emails or campaign actions based on participation and interest levels.

Automating Meeting Recordings Management

Frends can simplify storage and sharing of Zoom meeting recordings by integrating with platforms like Google Drive, Dropbox, or AWS S3. For example, when a meeting ends, Frends can automatically transfer the recording from Zoom's cloud storage to a designated folder, ensure proper naming conventions, and share the link with relevant participants.

Simplifying Virtual Onboarding

Frends can integrate Zoom with HR management platforms like BambooHR or Workday to enhance virtual employee onboarding processes. For example, when a new hire is added to the HR platform, Frends can automatically schedule onboarding sessions in Zoom, invite the appropriate presenters, and send reminders to both the new hire and hosts.

Automating Surveys After Calls or Webinars

Frends can connect Zoom with survey tools like SurveyMonkey or Qualtrics to collect feedback after meetings or webinars. For example, following a webinar, Frends can trigger an automated survey email to participants and sync the responses back to CRM systems, helping improve future events and customer engagement.

Managing Recurring Meetings for Teams

Frends can automate the management of recurring team meetings by integrating Zoom with resource scheduling platforms. For example, Frends can create recurring Zoom links for team standups or project reviews and automatically update schedules or distribute links to all team members at predefined intervals.

Facilitating Compliance and Data Retention

Frends can help organizations meet compliance requirements by archiving Zoom participant data and meeting recordings into secure storage solutions like Azure Blob Storage or AWS S3. For instance, meeting details such as timestamps, participants, and chat history can be automatically stored in encrypted repositories for future retrieval.

Monitoring Large-Scale Events

Frends can integrate Zoom with event management tools like Cvent or PheedLoop to manage large virtual events more effectively. For instance, Frends can automate breakout room creation and attendee segmentation, trigger email notifications for different event tracks, and generate real-time reports on attendance and engagement.

Streamlining Customer Demos

Frends can integrate Zoom with sales tools like HubSpot, Salesforce, or Zoho CRM to automate demo workflows for prospects. For example, when a sales demo meeting is set up in the CRM, Frends can create the Zoom meeting, send the invitation to the prospect, and log the activity in the CRM for tracking.