At the start of last month, I had a customer call where they raised  a few concerns and wondered if Zoom had any means to resolve them. They felt the back-and-forth of scheduling meetings quite dragging. Their team struggled to keep track of and prioritize meeting requests. They basically wanted to streamline their scheduling process and improve efficiency.

So I recommended they take advantage of the Zoom Scheduler Routing Forms, it allows you to create customizable forms that automatically route meeting requests to the appropriate person or team based on the information provided by the scheduler.

How it Works:

1. Create a Routing Form: Design a form with specific questions relevant to your scheduling needs (e.g., meeting topic, location, or urgency).   
2. Set Up Routing Rules: Define the rules for routing based on the form responses. For example, you could route requests to different teams or individuals based on the meeting topic.
3. Share the Scheduling Link: Once the routing form is set up, share the unique scheduling link with others.
4. Automatic Routing: When someone schedules a meeting using the link, they'll be prompted to fill out the form. Their responses will then be used to automatically route the meeting request to the appropriate person or team.  
    

Luckily, they were open to the idea and tried to implement it on their IT, HR, sales, and customer support departments. They soon realized that this tool helped customers save time and improve their team's response times. They gladly shared what they did with the feature in a sync with me last week.

They had their IT support teams route requests based on issue severity. Their HR directed interview requests to the appropriate hiring managers. And their Sales teams qualified leads and scheduled product demos more efficiently. It was a fun and engaging meeting, good enough to share this here to let Zoom users know that it's available and it works.

By automating the routing process, Zoom users can ensure that meeting requests are handled promptly and effectively. I'm sharing this in hopes that Zoom Users can get the most out of the Zoom Scheduler and have the right attendees book the right meetings. 

👋 Welcome to the Customer Success Forum on the Zoom Community! 🚀

We are thrilled to extend a warm welcome to each and every one of you to the Customer Success Forum! This is a space where we come together to foster a vibrant community, share ideas & events, collaborate, and empower each other to achieve remarkable success with Zoom's platform.

For those who are new to the community or simply want a refresher, allow us to introduce ourselves. We are the Customer Success Team at Zoom, our mission is simple yet profound: to ensure that you get the most out of your Zoom experience. Whether you're a seasoned Zoom pro or just starting, our goal is to help you optimize your usage and fully leverage the platform's capabilities. We're here to answer your questions, provide guidance, and offer best practices so that you can unlock the full potential of Zoom for your specific needs.

Here, you'll find a diverse community of passionate individuals who are eager to collaborate, offer guidance, and connect with like-minded professionals. We encourage you to share your success stories, ask questions, and provide valuable feedback to help each other grow and thrive.

Zoom has always been about connecting people and fostering collaboration, and this forum embodies that spirit. By joining this dynamic community, you gain access to a wealth of knowledge and expertise. Here, you can learn from fellow Zoom users, share your own experiences, and take advantage of exclusive insights from our team.

To ensure a positive and productive experience for everyone, we kindly ask you to review and follow our community terms and guidelines. We believe in respectful communication, active participation, and nurturing a welcoming atmosphere where diversity is celebrated.

So, without further ado, let's embark on this exciting journey together! Jump into the discussion and let's forge meaningful connections as we continue to learn and excel within the Zoom platform. To get started we have two questions for you: 

1. Where are you located? 
2. What are you most interested in learning more about?

Thank you for being a part of this vibrant community! 🎉

Let's make every Customer Success story a remarkable one! 💪