# How do you automate a zoom meeting schedule?

How do you automate a zoom meeting schedule?

##### Post Metadata
- Posted at: almost 4 years ago
- Author title: Pinned by G2 as a common question
- Net upvotes: 2


## Comments
### Comment 1

Assume you use Salesforce + Google Calendar + Zoom + Zapier (no‑code setup):
Trigger:
In Zapier, set a trigger: “New Deal in Salesforce = Status = ‘Closed‑Won’” 
Create a calendar event:
Use an action: “Create Google Calendar event” with:
Title = “Onboarding – {{Customer Name}}”
Date/time = today + 1 day at 3:00 PM
Description = “Sales onboarding call”
Automatically create the Zoom meeting:
Next step: “Create Zoom Meeting” (using Zoom’s app in Zapier) 
Topic = “Onboarding – {{Customer Name}}”
Start time, duration, and timezone pulled from the Google Calendar event
Zapier returns the Zoom meeting URL and meeting ID.
Update records and send invites:
Action 1: “Update Salesforce Lead/Opportunity” → add the Zoom link in a custom field. 
Action 2: “Send Gmail/Outlook email” → send the Zoom details to the customer using a template. 
Now, every time a new deal closes,
A Zoom meeting is created automatically
A calendar event is added
The Zoom link populates in Salesforce and is emailed to the customer
What this looks like in practice
Before automation: 10 deals/day = 50–100 minutes of manual work.
After automation: you just log the deal; the rest runs silently in the background. 

##### Comment Metadata
- Posted at: 2 months ago
- Author title: AVP at AffinityX | Ex-Deloitte | Ex-EY



### Comment 2

Assume you use Salesforce + Google Calendar + Zoom + Zapier (no‑code setup):
Trigger:
In Zapier, set a trigger: “New Deal in Salesforce = Status = ‘Closed‑Won’” 
Create a calendar event:
Use an action: “Create Google Calendar event” with:
Title = “Onboarding – {{Customer Name}}”
Date/time = today + 1 day at 3:00 PM
Description = “Sales onboarding call”
Automatically create the Zoom meeting:
Next step: “Create Zoom Meeting” (using Zoom’s app in Zapier) 
Topic = “Onboarding – {{Customer Name}}”
Start time, duration, and timezone pulled from the Google Calendar event
Zapier returns the Zoom meeting URL and meeting ID.
Update records and send invites:
Action 1: “Update Salesforce Lead/Opportunity” → add the Zoom link in a custom field. 
Action 2: “Send Gmail/Outlook email” → send the Zoom details to the customer using a template. 
Now, every time a new deal closes,
A Zoom meeting is created automatically
A calendar event is added
The Zoom link populates in Salesforce and is emailed to the customer
What this looks like in practice
Before automation: 10 deals/day = 50–100 minutes of manual work.
After automation: you just log the deal; the rest runs silently in the background. 

##### Comment Metadata
- Posted at: 2 months ago
- Author title: AVP at AffinityX | Ex-Deloitte | Ex-EY



### Comment 3

You can automate a Zoom meeting schedule using a few different methods, depending on your needs and tools available. Here are the most common ways:
1. Using Zoom’s buit-in scheduling with recurrence
2. Using Google Calendar plus Zoom integration
3. Using Microsoft Outlook plus Zoom Plugin
4. Using Zapier
5. Using Zoom API


##### Comment Metadata
- Posted at: about 1 year ago
- Author title: --



### Comment 4

There are a couple of ways to automate Zoom meeting scheduling, depending on your needs:

Built-in Zoom Functionality:

Recurring Meetings: Zoom itself offers built-in functionality to schedule recurring meetings. When setting up a meeting, you can choose a recurring schedule (daily, weekly, etc.) and how long the recurrence should last. This is a simple solution for meetings that happen at the same time each week or month.
Third-Party Tools:

Zapier: If you need more complex automation, tools like Zapier can connect Zoom with your calendar app (like Google Calendar or Outlook) and automate tasks. You can set up &quot;Zaps&quot; (workflows) that automatically create Zoom meetings based on triggers from your calendar or other apps.

Third-Party Scheduling Apps: Services like Calendly or Doodle integrate with Zoom and allow others to schedule meetings with you directly on your calendar.  These can be helpful if you frequently meet with people outside your organization.

##### Comment Metadata
- Posted at: over 2 years ago
- Author title: Founder &amp; Chief Executive Officer at EnterpriseKITchen, Consulting Firm




## Related Product
[Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews)

## Related Category
[Video Conferencing](https://www.g2.com/categories/video-conferencing)

## Related discussions
- [How well does Trello scale into a larger team?](https://www.g2.com/discussions/1-how-well-does-trello-scale-into-a-larger-team)
  - Posted at: about 13 years ago
  - Comments: 6
- [Can we please add a new section](https://www.g2.com/discussions/2-can-we-please-add-a-new-section)
  - Posted at: about 13 years ago
  - Comments: 0
- [Quantifiable benefits from implementing your CRM](https://www.g2.com/discussions/quantifiable-benefits-from-implementing-your-crm)
  - Posted at: about 13 years ago
  - Comments: 4


