Zoom scheduler integration with CRM

[ShalomCarmel]

Calendly has a feature where a scheduled event can trigger an update in Hubspot for example. 

https://calendly.com/integration/hubspot

Is something similar available in the Zoom scheduler? Salesforce, Hubspot, or even Zapier integration. 

[jrmagno]

For integrating Zoom Scheduler with CRM systems, here are some helpful resources and steps to guide you through:

1. Zoom App Marketplace

• The Zoom App Marketplace offers dedicated apps and integrations for popular CRMs like Salesforce, HubSpot, and Dynamics 365. You can browse the marketplace for "CRM" or directly for specific platforms to find apps that include scheduling features.
• Each app usually includes setup instructions, permissions required, and any prerequisites (like Zoom account type or CRM subscription level).

2. Platform Documentation

• Salesforce: Salesforce’s documentation and Zoom’s Salesforce Integration Guide provide comprehensive steps on how to integrate Zoom Scheduler, including linking meetings to records and logging activity.
• HubSpot: HubSpot’s integration documentation details setup and tips for using Zoom Scheduler, as well as automation workflows.
• Microsoft Dynamics 365: Microsoft has specific guides for Zoom, often through Microsoft AppSource, and Zoom’s guide for Dynamics 365 provides relevant integration steps.
• Zoho CRM: Zoho’s integration instructions cover Zoom meeting setup and syncing, while Zoom’s Zoho integration page provides more details.
• Pipedrive: Pipedrive's support page and Zoom’s Pipedrive integration page can guide you on scheduling and logging meetings with Zoom.

3. API Documentation

• If your CRM is custom-built or you’re integrating Zoom Scheduler with a less common CRM, the Zoom API Documentation can be a great resource. It provides details on meeting scheduling, user management, and logging capabilities.
• Many CRM systems also offer REST APIs that can be combined with Zoom’s API to enable meeting scheduling and tracking functionality.

4. Tutorials and Webinars

• Zoom and some CRMs (like Salesforce and HubSpot) frequently host webinars on setting up integrations and optimizing workflows with Zoom. These can be found in the Zoom Events and Webinars page or through your CRM’s resource center.

5. Community Forums and Support

• Zoom Community: The Zoom Community Forum is helpful for troubleshooting and learning about integrations.
• CRM Support Forums: Most CRMs (e.g., Salesforce, HubSpot, Zoho) have active user forums where users discuss integrations, best practices, and workarounds.