Zoom consultants

Q: Can Zoom meetings be created automatically from our CRM?

Yes. We build workflows where moving a deal to a specific stage or booking a meeting in your CRM automatically creates a Zoom meeting with the right settings, adds the link to the calendar invitation, and updates the CRM record with the meeting details.

Q: How do you track Zoom meeting attendance automatically?

Zoom's API provides participant join and leave data after each meeting. We pull this data into your systems automatically, recording who attended, how long they stayed, and whether they joined late. This is useful for training compliance, webinar follow-ups, and sales activity tracking.

Q: Can Zoom recordings be transcribed and summarised automatically?

Yes. We build workflows that download Zoom cloud recordings, transcribe them using speech-to-text services, and use AI models to generate meeting summaries and action items. These summaries can be posted to Slack, stored in your CRM, or emailed to attendees.

Q: Is it possible to automate Zoom webinar registration and follow-up?

Yes. We connect your landing page or form tool to Zoom's webinar registration API. When someone registers, they receive a confirmation with join details. After the webinar, attendees and no-shows are automatically tagged in your email platform for different follow-up sequences.

Q: Can Zoom integrate with our existing calendar and scheduling tool?

Yes. Zoom integrates natively with Google Calendar and Outlook. For more advanced scheduling flows (like round-robin assignment or multi-timezone coordination), we build integrations with tools like Calendly, Cal.com, or custom scheduling logic.

Q: What Zoom plan do we need for API integrations?

Most API features are available on Zoom Pro and above. Some features like cloud recording, webinar management, and advanced reporting require Business or Enterprise plans. We review your integration requirements and advise on the minimum plan needed.

We can help you automate your business with Zoom and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Zoom.

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About Zoom

Zoom is a video conferencing and collaboration platform used by businesses for meetings, webinars, phone calls, and team chat. Beyond basic video calls, Zoom offers APIs and webhooks that allow external systems to create meetings, manage registrations, track attendance, and react to meeting events programmatically.

For businesses that rely heavily on Zoom for client meetings, sales calls, or training sessions, the manual overhead of scheduling, sending reminders, tracking attendance, and following up adds up quickly. Sales teams create Zoom links manually and paste them into emails. Training coordinators export attendance reports after every session. Account managers forget to log meeting notes in the CRM. These small gaps create inefficiency and lost information.

At Osher, we automate the entire meeting lifecycle around Zoom. We build integrations that create Zoom meetings from CRM deal stages, send branded calendar invitations with the correct Zoom link, capture attendance and recording data after the meeting, and trigger follow-up workflows like sending thank-you emails or updating deal records. Our AI consulting team also builds meeting intelligence workflows that use AI to summarise Zoom recordings, extract action items, and push them to your project management tool so nothing discussed in a meeting gets forgotten.

Zoom FAQs

Frequently Asked Questions

Common questions about how Zoom consultants can help with integration and implementation

Can Zoom meetings be created automatically from our CRM?

How do you track Zoom meeting attendance automatically?

Can Zoom recordings be transcribed and summarised automatically?

Is it possible to automate Zoom webinar registration and follow-up?

Can Zoom integrate with our existing calendar and scheduling tool?

What Zoom plan do we need for API integrations?

How it works

We work hand-in-hand with you to implement Zoom

As Zoom consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Zoom with integrate and automate 800+ tools.

Step 1

Review your meeting workflows

We document how your team currently schedules, runs, and follows up on Zoom meetings to identify where automation saves the most time.

Step 2

Configure Zoom API access

We set up a Zoom Server-to-Server OAuth app or JWT app with the correct scopes for meeting creation, user management, and reporting.

Step 3

Build scheduling automations

We create workflows that automatically generate Zoom meetings based on CRM events, form submissions, or calendar bookings.

Step 4

Set up post-meeting workflows

We build automations that capture attendance data, download recordings, generate summaries, and trigger follow-up actions after each meeting ends.

Step 5

Connect to your business systems

We wire the Zoom automations to your CRM, email platform, project management tool, and any other systems that need meeting data.

Step 6

Test and launch

We run test meetings through the full workflow, verify data flows correctly to all connected systems, and deploy the automations for your team to use.

Transform your business with Zoom

Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Zoom consultation.

Get in touch

Book a call