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Overview

The Zoom integration (coming soon) will enable automatic Zoom meeting creation for kickoff calls, training sessions, and check-ins.

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Planned Features

Auto-Create Meetings

Generate Zoom links when meetings scheduled

Calendar Integration

Sync with Google/Outlook calendars

Recording Management

Auto-save and share meeting recordings

Attendance Tracking

Track who attended meetings

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Expected Workflow

1. Meeting action triggers in Thread
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2. Thread creates Zoom meeting
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3. Zoom link added to calendar invite
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4. Customer receives invite with Zoom link
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5. Meeting happens
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6. Recording auto-saved to Thread
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7. Meeting marked complete in Thread

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Use Cases

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1. Kickoff Calls

  • Zoom link generated automatically
  • Calendar invite sent to customer
  • Reminder includes Zoom link
  • Recording saved for reference

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2. Training Sessions

  • Multiple Zoom meetings created
  • Links sent to all attendees
  • Recordings available post-training
  • Attendance tracked

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3. Check-In Meetings

  • Recurring Zoom links
  • Consistent meeting room
  • History of previous calls
  • Notes linked to recordings

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Release Timeline

Zoom integration is currently in development. Notify me when available: Sign up for updates →

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Alternative Solutions

Until Zoom integration is available:

Manual Zoom Links

Create Zoom meetings manually, paste link in action

Calendly Integration

Use Calendly links in meeting actions

Google Meet

Use Google Workspace integration with Meet

Custom Meeting Links

Add any video conferencing link to actions

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Next Steps

Google Integration

Use Google Meet until Zoom available

Meeting Actions

Configure meeting actions with manual links