Virtual meetings have increased in number during the last decade. Since the outbreak of the coronavirus, virtual meetings have become more of a necessity.
For the first time, people began to hear about Zoom. Zoom is now one of the most popular video conferencing platforms with audio, video, and screen sharing capabilities.
Zoom is a free platform that facilitates virtual meetings. Users can also pay for premium features.
It is available on Windows, macOS, IOS, Android, ChromeOS, and Linux. It has many integrations and apps available through the Zoom App Marketplace.
Today there are over 800 Zoom integrations on the Zoom App Marketplace. Integrations allow users to conduct business from across the world or even during a pandemic.
How can you make the best use of Zoom? This article discusses the most useful Zoom integrations.
Awesome Zoom integrations
Amelia is booking software that now includes Zoom integration. This allows the meetings and appointments made with Amelia to be conducted online.
To use Zoom with Amelia, users need to set up an account with Zoom first and then connect it to the Amelia plugin. Each employee can have their own Zoom account so they can connect to meetings as a separate Zoom user.
Customers will find their link to a Zoom meeting in the Frontend Customers Panel. They need to click on the three-dot icon next to the scheduled appointment or event.
The link to the meeting will appear with the words ‘Join Zoom Meeting’ and will direct them straight to Zoom.
Integrating Zoom with HubSpot lets users add video conference links to scheduled meetings. It also enables them to add registrants to Zoom webinars.
HubSpot users can convert meetings booked in the HubSpot CRM into Zoom meetings. The details to connect to the meeting are sent to HubSpot prospects.
One great advantage of this integration is the ability to schedule and promote Zoom webinars. HubSpot creates contacts for every person that registers for the webinar.
HubSpot then tracks the attendance, bounce rates, and other statistics of the webinar. The HubSpot CRM creates lists and graphs based on Zoom webinar activities.
Asana is a software that helps teams track, manage, and organize work. Zoom integration facilitates that objective because video conferencing can aid in remote collaboration.
Zoom integration is available to all Asana users.
With Zoom integration, users can link Zoom meetings to tasks shown on Asana. Users have the option of indicating when a task will be discussed, solved, or completed.
Attached to the linked tasks are the recordings and transcripts of associated meetings. To use this feature users must have a Zoom plan that allows recordings and transcripts and have it enabled.
Asana retrieves the recordings and transcripts and attaches them to the linked tasks. One meeting may link to multiple tasks. In this case, Asana will attach the recording and transcript to all the linked tasks.
Zoom can also integrate with ActiveCampaign through Zapier. Users can add Zoom webinar registrants to ActiveCampaign to follow up on leads.
For each new webinar, users of ActiveCampaign can update the ‘Date’ field of their contacts. This enables contacts to receive messages before and after the webinar.
Users can also add Zoom meeting details to contact card data in ActiveCampaign. This helps to keep track of appointments. It also keeps track of where contacts are in their customer journey.
For individual contacts, ActiveCampaign will keep track of the date, time, and type of scheduled Zoom meeting.
Zendesk also integrates with Zoom. Team members can connect with customers through video calls to resolve issues.
Zendesk with Zoom integration offers many useful features.
For example, customer service agents can schedule and start a Zoom meeting from a Zendesk support ticket. Agents can create a Zoom meeting at any time.
They can post the Zoom meeting link to a Zendesk conversation or email. This ensures that the customer can join the meeting with ease.
If permitted, customer service agents can remotely control the customer’s screen. Using this facility, agents can help them to resolve an issue.
Links to meeting recordings can be posted to the Zendesk ticket conversation.
MURAL is a virtual tool that enables teams to collaborate and brainstorm. It gives teams a shared virtual space to collaborate with visuals. It is the virtual version of having a whiteboard or other visuals in a physical room.
MURAL integrates with Zoom via the MURAL Zoom App. This brings visual collaboration into Zoom meetings.
This integration is beneficial to several businesses and work roles.
For example, it enables teams to spend more time debating instead of sharing ideas.
Sales teams can host interactive business development sessions.
It enables clients to give real-time feedback during a workshop. It also allows UX designers to lead design reviews more effectively.
monday.com is a software tool that manages projects and teamwork. It provides tools to centralize the information from meetings.
monday.com now includes an integration with Zoom. It centralizes information from these virtual meetings into a user’s account.
To add Zoom to monday.com click on the integrations button, which looks like a plug, at the top of the dashboard. Then select Zoom.
This integration allows teams to take notes during a Zoom meeting. This helps them to keep an accurate record and remember action items.
Meeting recordings can be attached to the monday.com board.
Docket’s software provides tools that help to create productive meetings. to be more productive.
Docket’s functionality incorporates very well into Zoom meetings.
Meeting agendas and summary notes appear in the Zoom chat window. Guests can take notes in the chat window as well.
The Overlay feature overlays the Docket agenda on top of the Zoom video. This allows users to simultaneously see the video screen and view resources and notes.
Docket also retrieves Zoom transcriptions and attaches them to the correct meeting. This allows users to confirm the exact words used about a topic.
ClickUp is a project management tool for businesses of all sizes. Zoom integration helps to manage remote work.
Users can start a Zoom meeting from any ClickUp task by clicking on the Zoom icon.
The link to a Zoom meeting is posted in a comment, allowing all involved in the task to join.
ClickUp also updates the task with details from the Zoom meeting and a link to the recording.
Hive is another software that integrates with Zoom. It helps coworkers to collaborate and communicate remotely.
With this integration, users can start Zoom meetings from the Hive app.
First, users need to enable Zoom in ‘Hive Apps’. Then they can start a meeting by selecting the Zoom button at the top of a chat window.
Integrating Zoom with Hive is essential for remote work. Some benefits of this integration include syncing information, sharing screens, and recording meetings.
Setting up Zoom in Hive takes 30 seconds. Users can immediately use Zoom for their business meetings.
Close strives to provide powerful communication tools to help salespeople close deals. Now they are integrating Zoom to include video conferencing in this CRM.
Meetings are synced to leads within Close. This allows users to see past and upcoming meetings.
They can also see all the other communication they have had with a lead including calls, emails, and more.
Close reminds users of upcoming Zoom meetings. It is possible to launch meetings with one button inside of Close.
Zoom calls take place within the lead view of Close. This allows users to be in the Zoom call and take and view notes without leaving the CRM.
Close attaches recordings of Zoom meetings to the respective lead so sales agents can access previous calls.
Integrating Zoom with Pipedrive enables users to schedule meetings, invite guests, and log calls. All without leaving the Pipedrive app.
To install the Zoom integration, users need to go to an activity and click on ‘Video Call’. Next, select ‘Install Zoom Integration’ and follow the instructions.
To schedule a Zoom meeting on Pipedrive, users need to go to an activity and click on ‘Video Call’. Then select ‘Make it a Zoom Meeting’.
This will generate a Zoom link which gets added to the invitation sent to guests.
Click on ‘Join Meeting’ in the activity detail page of any linked deal or person to join a scheduled Zoom meeting. This allows users to join a Zoom meeting without leaving Pipedrive.
It also allows users to view contact information during the call.
Arlo is a platform that enables users to manage training businesses. Zoom integration allows users to provide training sessions through video conferencing.
With Arlo and Zoom, users can create multiple online courses, face-to-face sessions, and self-paced courses.
The interactive video conferencing that Zoom provides helps trainers and students communicate. Screen sharing, surveys, and virtual hand-raising keep learners engaged.
Zoom also has buttons for users to provide simple responses to questions. Breakout rooms allow small groups to collaborate.
Virtual whiteboards and chat windows facilitate interactions. All of these tools help trainers create important interactions with their clients.
Ending thoughts on Zoom integrations
This article listed some of the most useful Zoom integrations available.
With these integrations, the impressive features of Zoom can be fully utilized. Once these integrations are set up users can schedule and host meetings and so much more.
By combining Zoom with other platforms, businesses can thrive both now and in the future.
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