Set up Zoom meetings from your website or CRM without manual steps.
Zoom is a video conferencing platform that lets you host online meetings, webinars and calls from desktop or mobile devices. Its API and webhook events allow external systems to create meetings, manage users, register webinar participants and retrieve recordings. With this integration, Intellis can connect Zoom to your website, CRM or booking system to automate meeting workflows and keep your team and customers in sync.
Schedule meetings automatically
Use Zoom’s API to create, update or cancel meetings without leaving your own app or CRM. For example:
Create a new Zoom call as soon as a customer fills in your contact form.
Send personalised meeting links to customers or team members by email or SMS.
Update meeting times automatically when appointments change in your calendar.
Manage recordings and follow‑up
Automatically pull recordings from Zoom and store them in your file sharing or learning management system. For example:
Save every client meeting recording to Dropbox or Google Drive.
Send a follow‑up email with the recording link and key notes to attendees.
Tag and organise recordings by project, client or team for quick search.
Run webinars and events
Connect Zoom webinars to your marketing stack and registration processes to handle sign‑ups, reminders and feedback. For example:
Register attendees via your website or a CRM form and add them to the webinar in Zoom.
Automatically send reminders and post‑webinar surveys to participants.
Sync webinar attendee data back to your CRM for follow‑up campaigns.
User management and security
Keep your Zoom account in line with your organisation’s policies by managing users and roles programmatically. For example:
Create or deactivate Zoom accounts when staff join or leave your team.
Assign user roles and permissions based on job function.
Enforce single sign‑on (SSO) and user provisioning through SCIM integration.
Interested in your own Zoom integration?
Intellis has the experience and expertise to answer your questions and build your integration.
Design & development
Our areas of expertise
Website development
Showcase your business offering --may it be a product, service, property, or space--
and get your message out there now.
A platform doesn't necessarily replace the software and apps you
are currently using, but instead can extend and automate interactions
with those apps.
Most popular third party apps and sites offer integration points
to enable exactly this.
Consider the pain of copying data from one software package you
use to another. For example: moving contact data from your CRM
to your accounting package can be both time consuming and error
prone. Imagine being able to select a CRM lead, click a button,
and not only having that lead appear in your accounting package
automatically, but also have their first invoice raised and sent
automatically.
Imagine your staff entering a job into a custom built web form,
and having invoices and reports automatically generated.
Imagine your customers being able to chat to your business in the
form of a Bot on Facebook Messenger, in order to find out information
such as order status, account balances, and current prices.
Imagine them also being able to create orders, make payments and
book an appointment using the same chat bot.
All of this is not only plausible, but very much a reality when you
build a platform for your business.
