Zoom Workplace Integrations

Zoom Phone is a cloud-based VoIP phone system designed to help businesses manage voice communications, employee collaboration, and customer calls. The platform combines business calling, SMS messaging, voicemail, video conferencing, and team chat within the Zoom Workplace environment. Users can make and receive calls through desktop applications, mobile devices, web-connected systems, and supported physical desk phones. Its call management capabilities include multi-level auto attendants, call queues, call transfers, forwarding, shared lines, and customizable business hours. Built-in AI features generate call summaries, identify action items, prioritize voicemails, and provide contextual assistance during conversations. Zoom Virtual Agent Receptionist adds conversational AI capabilities for answering business questions, booking appointments, and routing callers based on their needs. Call monitoring and reporting tools provide visibility into call volumes, usage patterns, connection quality, and employee communication activity. Zoom Phone integrates with Salesforce, Microsoft Teams, Google Workspace, and other business applications to connect calling activities with existing workflows. Its centralized administration tools support phone number management, device provisioning, user permissions, call recording policies, and communication security across distributed organizations.

Zoom Meetings is a cloud-based video conferencing and collaboration platform designed for virtual meetings, remote teamwork, online presentations, and hybrid communication. The software provides HD video and audio, screen sharing, virtual backgrounds, noise suppression, and customizable meeting layouts. Participants can collaborate using chat, annotations, shared documents, digital whiteboards, and interactive meeting tools. Breakout rooms allow hosts to divide participants into smaller groups for discussions, training sessions, and collaborative activities. Zoom's built-in AI features automatically generate meeting summaries, identify next steps, answer questions about meeting content, and organize notes. Its My Notes functionality combines manual note-taking with AI-assisted transcription and summarization to help users capture important information. Accessibility features include automated captions, multilingual caption translation, and configurable meeting controls for different participant needs. Zoom Meetings integrates with Zoom Team Chat, Scheduler, Calendar, and third-party productivity applications to support scheduling, communication, and follow-up workflows. The platform includes meeting recordings, administrative dashboards, participant permissions, and security controls for organizations managing virtual collaboration across multiple teams and locations.

Xoxoday is a comprehensive rewards, incentives, and loyalty platform trusted by over 5,000 companies around the world, including leading enterprises like Freshworks, Infosys, Capgemini, AT&T, and H&M. It enables businesses to engage, motivate, and retain employees, customers, and partners through flexible reward programs. With over $1B in annual GMV, Xoxoday supports high-volume, enterprise-grade reward distribution. The platform integrates with more than 250 tools such as Microsoft Teams, Slack, Salesforce, HubSpot, and SAP for seamless workflows. Xoxoday is used by HR, sales, marketing, and CX teams to increase engagement, boost conversions, and improve long-term retention. Its global presence spans 12 offices, including headquarters in the U.S., ensuring localized support and compliance. The platform prioritizes security, scalability, and global reach for organizations of all sizes. Xoxoday’s product lineup includes Empuls for employee engagement, Plum for global rewards, and Loyalife for enterprise loyalty programs. Each solution is designed to be flexible and customizable based on business needs. Together, these tools help organizations create impactful and measurable engagement strategies.

Zoom Chat is an AI-powered team messaging platform designed to help organizations manage workplace communication, project collaboration, and business workflows. The software combines one-on-one messaging, group discussions, persistent channels, file sharing, and shared project spaces within Zoom Workplace. Its AI capabilities automatically summarize lengthy conversations, identify action items, suggest message responses, and summarize documents shared in chat. Users can create AI agents that retrieve organizational information, interact with connected applications, and complete multistep tasks through conversational instructions. Workflow automation tools support recurring activities such as sending notifications, processing requests, summarizing discussions, and coordinating tasks across business applications. Continuous meeting chat preserves conversations and shared resources before, during, and after Zoom Meetings, allowing participants to maintain a consistent communication history. Shared Spaces organizes multiple channels around projects, departments, or initiatives while providing centralized access to relevant team discussions. Zoom Chat integrates with Google Drive, Microsoft 365, Jira, Asana, Workday, and other enterprise applications for document collaboration and workflow notifications. Additional features include global search, message translation, customizable sidebars, presence indicators, external guest collaboration, and configurable notification settings.

Zoom Rooms is a software-based meeting room solution that enables organizations to conduct video conferences and collaborate across physical and virtual workspaces. The platform connects compatible conferencing hardware, including cameras, microphones, speakers, touchscreens, and digital controllers, to create integrated meeting environments. Users can start or join scheduled meetings with a single touch, share content wirelessly, and collaborate through interactive displays and digital whiteboards. Its Intelligent Director and Smart Gallery capabilities use AI to frame participants and provide individual video views for people sharing the same physical room. Smart name tags and speaker identification help remote attendees identify participants and follow conversations during hybrid meetings. Zoom Rooms integrates with Microsoft 365, Google Calendar, and Microsoft Exchange to synchronize meeting schedules and display room availability. The platform supports joining Microsoft Teams, Google Meet, and Cisco Webex meetings from compatible Zoom Rooms systems. Centralized administration tools allow IT teams to configure devices, monitor room status, deploy updates, and troubleshoot technical problems remotely. Additional capabilities include digital signage, room reservation displays, meeting transcription, cloud recording, and customizable audiovisual configurations for different workplace requirements.

Zoom Events is an all in one platform that allows you to create engaging virtual experiences that your attendees will love. You can create your own event hub, manage registration and ticketing, and use one dashboard to manage user access. Your attendees can also network during the event. Zoom Events allows you to host a variety events, including multi-day summits and multi-track conferences. Create your own event hub. You can easily manage ticketing and registration. You only need one dashboard to manage user access. You can host a variety events. Foster connections. Know your stats. Zoom Events is an all in one platform that allows you to create engaging virtual experiences that attendees love.

GrowthZone smart association software will help you grow your association faster. It's smarter association software that members-based organizations can use to tap a wide range of productivity tools to help them identify and empower members and do more in fewer hours. The most popular GrowthZone software features include marketing automation, the mobile staff app, member database, event management, email communication, and credit card processing.

Zoom Webinars is a cloud-based webinar management platform designed for hosting online presentations, marketing events, product demonstrations, and educational sessions. The software supports large-scale video broadcasts with configurable host, panelist, and attendee roles to manage how participants interact during events. Organizers can create customized registration pages, apply company branding, configure approval requirements, and send confirmation and reminder emails. Audience engagement features include live polls, moderated Q&A sessions, interactive chat, emoji reactions, and post-event surveys. Zoom Webinars provides recording capabilities that allow organizations to preserve presentations and distribute content for on-demand viewing. Its reporting tools track registration activity, attendance, engagement levels, polling responses, and audience feedback. Marketing integrations with Salesforce, HubSpot, Marketo, Eloqua, and Pardot enable organizations to synchronize attendee information and automate lead nurturing workflows. The broader Zoom Webinars & Events platform also offers advanced production tools, prerecorded presentations, virtual networking, and hybrid event capabilities through supported event products. Zoom Webinars helps marketing teams, educators, and business professionals organize audience communications, measure event results, and manage recurring online presentations.

Netarx Identity Key (NIK) protects employees from deepfake and AI impersonation attacks wherever they communicate: Teams, Zoom, Google Meet and Webex meetings, mobile and contact-center calls, Outlook and Gmail, and SMS and WhatsApp. Instead of relying on voice and video analysis alone, NIK weighs 40 AI models (Netarx and third-party) against more than 1,000 signals, including the participant's device, network, location, calendar invite and communication history, then shows a simple green, yellow or red verdict. Customers see a 0.3% false-positive rate in production meetings. NIK adds continuous identity verification through Microsoft Entra and other identity providers, integrates with Five9, Genesys and Cisco contact centers, and deploys in the cloud or on-premises. Free for individuals and teams of up to 10; Business is $5 and Enterprise $10 per user per month.

Softbook is a learning management system for people who teach online and sell what they teach: online schools, independent creators and companies that train their staff. Everything a school runs on sits in one product. You build courses with video, PDF, audio, quizzes and homework, set drip or fixed-date schedules, and issue certificates that anyone can check on a public verification page. Sales happen in the same place: single courses, bundles, subscriptions, promo codes and a checkout right on your landing page. Each order becomes a deal in the built-in CRM, and automations take it from there: they enroll the student, send an email or a Telegram message, or call a webhook. Marketing is part of the platform too. You get email and Telegram campaigns, Telegram chatbots that can take payment inside the chat, and a website builder that works on your own domain. Analytics shows where students drop out of a course and which traffic sources bring revenue. Students learn in the browser or in the Softbook LMS app for iOS and Android. They watch lessons, take quizzes, record voice answers to homework and message the school. Your team uses the same app to check homework, manage students and follow deals and orders. Softbook takes no commission on your sales, and the price stays the same however many students you have. A school with a course and payments can be live in 15 minutes, no coding needed. The 30-day free trial opens every feature.

Zoom Slides serves as Zoom's innovative platform for crafting, modifying, and distributing slide presentations. It features a web-based editor complemented by AI-driven tools for slide generation, enabling users to create and enhance presentations using prompts and existing materials. Teams can work together on these slide decks, present them during Zoom meetings, and utilize familiar methods for presentations, such as importing and exporting PowerPoint files. This tool is integrated within Zoom’s suite of workplace and AI productivity offerings; access to AI generation and additional AI Companion functionalities is contingent on the chosen subscription plan and its associated AI credits. Aimed at professionals and teams, it supports the development of business presentations, training materials, and communications for both internal and external audiences. Overall, Zoom Slides streamlines the presentation process, enhancing collaboration and efficiency in various professional settings.

Zoom Paper is a cloud-driven word processing tool designed for the creation, modification, and distribution of well-structured business documents. It offers features such as paginated designs, various heading styles, headers and footers, templates, the ability to leave comments, make suggestions, tag individuals, track changes, and engage in real-time collaboration. Users have the option to import and export documents from Microsoft Word and Google Docs, enhancing their drafts with the assistance of ZoomMate AI tools that facilitate drafting, reorganizing, summarizing, translating, and adjusting tone based on pertinent conversation context from Zoom. Teams can effectively create a variety of documents, including proposals, reports, briefs, and policies, while managing access permissions and collaborating seamlessly within Zoom Workplace, even during meetings and through Zoom Chat. Part of the Zoom AI Productivity Suite, Zoom Paper allows for manual document creation and editing under the free Basic tier, but access to AI features necessitates a paid subscription and credits. Furthermore, this robust tool aims to streamline workflows, making it easier for teams to enhance their productivity and communication.

Zoom Digital Signage serves as a display publishing tool for organizations that utilize Zoom Rooms, allowing administrators to upload or choose from various content types such as images, videos, and web pages. They can create playlists and assign these to eligible displays via the Zoom web portal, while also organizing content by specific locations and rooms. Playback settings can be configured, and messages can be scheduled to appear at chosen times. This signage can operate in dedicated rooms meant solely for digital signage or on displays linked to Zoom Rooms setups, which helps organizations share company updates, announcements, directions, and other visual information in communal spaces. Importantly, this feature comes at no extra cost with a Zoom Rooms subscription, and signage-only rooms do not necessitate a separate Zoom Rooms license if the account possesses at least one licensed Zoom Room. This functionality is particularly beneficial for teams in IT, AV, facilities, and communications that are responsible for managing shared screens throughout the workplace. By facilitating the display of important information, Zoom Digital Signage enhances communication and engagement in organizational environments.

Zoom Sheets is a cloud-based spreadsheet tool integrated within Zoom Workplace, designed for the creation, modification, analysis, and distribution of team spreadsheets. Users have the capability to input data, utilize formulas and functions, format cells, design charts, sort and filter data, and leverage pivot tables for in-depth analysis. This application facilitates collaborative editing, allows for sharing with specific permissions, and maintains a version history, in addition to supporting the import and export of Excel and CSV files. Its embedded AI functionality can create spreadsheet layouts based on natural language instructions, draft formulas, develop custom functions, and assist in the editing or analysis of selected data. To access these AI features, users need a qualifying Zoom Workplace account, an AI Productivity Suite or ZoomMate license, along with available AI credits. Teams can effectively use Zoom Sheets for various purposes, including budgeting, reporting, planning, and project management, while also being able to reference files from Zoom Meetings, Zoom Hub, Google Drive, or OneDrive. The versatility of Zoom Sheets makes it an essential tool for enhancing team productivity and collaboration.

Zoom Canvas is an AI-powered collaborative document platform designed to help organizations create content, manage projects, and organize team knowledge. The software provides a flexible workspace for building documents, interactive tables, internal wikis, project trackers, and shared information hubs. Its ZoomMate AI assistant can generate document drafts, summarize meeting conversations, rewrite text, translate content, and extract action items from existing information. Users can create documents from meeting summaries and connect agendas, notes, and follow-up tasks within the same workspace. Real-time collaboration features include simultaneous editing, comments, mentions, reactions, and customizable viewing and editing permissions. Zoom Canvas provides templates and drag-and-drop content blocks for adding tables, charts, images, checklists, and embedded multimedia. Its project management capabilities include Kanban boards, calendar views, timelines, task assignments, and structured data tables with filtering and sorting. The platform also supports publishing documents to the web and organizing resources for internal teams or external collaborators. Integration with Zoom Meetings, Zoom Chat, and Zoom Whiteboard allows users to collaborate on documents during meetings and continue working on shared information afterward.

Zoom Clips is an AI-powered screen recording and asynchronous video communication platform designed to help businesses create and distribute professional video messages. The software enables users to capture their computer screens, webcams, or combined screen and camera feeds with support for high-definition recording up to 4K. Built-in editing tools allow users to trim recordings, combine multiple clips, add annotations, customize backgrounds, and apply company branding. Its AI video generation capabilities transform written scripts into videos presented by virtual avatars or AI-generated versions of individual users. Zoom Clips can automatically generate video titles, descriptions, chapters, and tags to improve content organization and discoverability. The platform also supports AI-generated narration for slide presentations and multilingual video translation for communicating with international audiences. Sharing features include secure video links, website embedding, email distribution, customizable access permissions, and downloadable recordings. Video management tools provide searchable libraries, playlists, viewer analytics, engagement tracking, and administrative controls for managing organizational content. Zoom Clips integrates with Zoom Workplace applications and supports workflows involving employee training, customer support, sales outreach, product demonstrations, and internal communications.

Zoom Scheduler is a cloud-based appointment booking and scheduling platform designed to help professionals and organizations coordinate meetings without manual calendar management. The software allows users to create personalized booking pages that display available appointment times based on connected calendars and configurable scheduling rules. Its calendar integrations support Google Calendar, Microsoft 365, Outlook.com, and Zoom Calendar services for synchronizing availability and avoiding double bookings. Users can schedule individual appointments, group sessions, collective team meetings, and round-robin appointments that distribute bookings among available team members. Scheduling polls enable participants to vote on proposed meeting times before an organizer confirms the appointment. Automated email and SMS notifications provide booking confirmations, reminders, cancellations, and rescheduling information to attendees. Zoom Scheduler supports branded booking pages with customizable logos, colors, appointment durations, availability windows, and scheduling preferences. Its business features include lead qualification and routing forms, Salesforce synchronization, booking analytics, and Stripe payment processing for paid appointments. The platform integrates with Zoom Meetings and supports other video conferencing services, including Google Meet and Microsoft Teams, to generate meeting links automatically when appointments are booked.

ZoomMate is an agentic AI assistant designed to help businesses automate workplace activities, retrieve organizational knowledge, and complete tasks across connected applications. The platform builds on Zoom AI Companion and integrates with Zoom Workplace to provide contextual assistance based on meetings, chats, documents, and other collaboration data. Its meeting intelligence capabilities support automated note-taking, customizable meeting summaries, agenda preparation, action item identification, and follow-up communications. Agentic search enables users to retrieve information from Zoom conversations, uploaded files, web sources, and connected enterprise applications using natural language queries. ZoomMate includes prebuilt AI agents for business functions such as sales, marketing, finance, and IT, along with tools for creating specialized agents. Its workflow automation capabilities allow users to generate recurring reports, update business records, route approvals, send notifications, and trigger actions based on schedules or events. The platform integrates with services such as Salesforce, Jira, Google Drive, and Microsoft OneDrive to incorporate information from existing business systems. Its AI productivity tools support generating presentations, spreadsheets, reports, and collaborative documents from meeting discussions and organizational information. ZoomMate also provides contextual memory, customizable meeting summary templates, team chat integration, and administrative controls for managing AI-powered workplace workflows.

Zoom Visitor Management serves as a comprehensive solution for visitor registration and check-in within Zoom Spaces, allowing organizations to pre-register guests, gather visitor information, and streamline the arrival process via email, QR codes, or on-site kiosks. This system enables hosts to receive notifications about guest arrivals through Zoom chat or email while also offering alerts through platforms like Slack and Microsoft Teams. Administrators have the capability to oversee various visitor types, manage invitations and locations via the Zoom web portal, monitor visitor activity, and generate downloadable reports. Additionally, the service includes features for creating and printing digital badges, capturing visitor photos, and tracking the delivery of mail and packages. Employees can conveniently manage invitations using the Zoom mobile app, whereas visitors can complete their registration and check-in either through invitation links or kiosks. Ultimately, this solution is tailored for organizations that oversee guests, contractors, deliveries, and various workplace arrivals across multiple office venues, enhancing the efficiency and organization of visitor management. With its user-friendly interface and robust features, Zoom Visitor Management simplifies the entire visitor experience from start to finish.

Zoom Contact Center is a cloud-based contact center as a service (CCaaS) platform designed to help organizations manage customer interactions across voice, video, email, chat, SMS, and social media. The software provides a unified agent workspace that consolidates customer conversations, interaction histories, and relevant business information. AI-powered routing analyzes customer intent and matches incoming inquiries with appropriate agents based on skills, availability, and performance information. Its AI Expert Assist functionality provides real-time knowledge retrieval, suggested responses, conversation guidance, and automated task assistance during customer interactions. Zoom Contact Center supports interactive voice response, configurable call queues, outbound dialing campaigns, customer authentication, and visual workflow automation. Supervisors can monitor active interactions, review queue performance, and use real-time dashboards to identify service issues and opportunities for intervention. Integration with Zoom Virtual Agent enables automated self-service through conversational AI, with escalation to human representatives when necessary. Optional workforce engagement management tools provide AI-assisted staffing forecasts, employee scheduling, automated quality evaluations, and coaching insights. The platform integrates with Salesforce, ServiceNow, Zendesk, Microsoft Dynamics 365, and other business applications while providing APIs, webhooks, reporting tools, and configurable data privacy controls.

Zoom Whiteboard is a cloud-based visual collaboration platform designed to help teams brainstorm, organize information, develop diagrams, and coordinate projects. The software provides a shared digital canvas with freehand drawing, text editing, sticky notes, connectors, shapes, images, and interactive elements. Users can access more than 250 templates for mind mapping, Kanban boards, flowcharts, organizational charts, project planning, and other collaborative activities. Its AI-powered creation tools generate editable whiteboards, diagrams, tables, and visual frameworks from natural language instructions. Zoom Whiteboard can also transform meeting discussions and transcripts into structured boards containing key ideas, decisions, and action items. Collaboration features include simultaneous editing, live voting, interactive polls, timers, presentation mode, and customizable access permissions. Project management integrations with Jira, Asana, and Azure DevOps allow supported tasks and work items to be synchronized with whiteboard content. Users can import existing whiteboards from other platforms, embed documents, organize boards into folders, and export content as images, PDFs, or PowerPoint presentations. Enterprise capabilities include version history, shared templates, role-based access controls, retention policies, and integration with Zoom Workplace for continuous collaboration across meetings and team communications.

Workvivo is an AI-native employee communication and engagement platform designed to connect distributed workforces, improve internal communications, and centralize organizational knowledge. The platform provides a digital headquarters called Workvivo HQ that combines a social intranet, employee communities, messaging, company announcements, and collaborative knowledge resources. Its personalized activity feed allows employees to share updates, comment on posts, react to content, and participate in conversations across teams and departments. Employee recognition features include peer-to-peer shoutouts, company awards, achievement badges, and automated birthday and work anniversary celebrations. Workvivo supports targeted communications campaigns, newsletters, podcasts, livestreams, push notifications, and multilingual content distribution. Its AI-powered Ask HQ feature retrieves answers from company knowledge, documents, conversations, and connected applications using natural language queries. HQ Agent enables employees to complete tasks across enterprise systems, while Catch Me Up generates personalized summaries of important updates and missed activity. Employee engagement capabilities include surveys, polls, sentiment analysis, onboarding journeys, and analytics for measuring participation and organizational culture. Workvivo integrates with more than 60 enterprise applications and provides mobile access, customizable dashboards, administrative controls, and reporting tools for managing workplace communications and employee experiences.

My Notes is an AI-driven note-taking feature from Zoom that allows users to capture and structure discussions from Zoom calls, in-person meetings, and various third-party platforms like Microsoft Teams and Google Meet. This tool generates transcripts, summaries, key points, and action items, enabling both individuals and teams to maintain a searchable archive of their conversations and effectively follow up on outcomes. Within Zoom's ecosystem, users have the ability to review, modify, categorize, share, and repurpose their notes seamlessly. My Notes is designed to extend its utility beyond just scheduled Zoom sessions, accommodating in-person interactions and on-the-go usage. Additionally, the service is accessible through qualifying Zoom Workplace plans, with My Notes Basic offering three AI-assisted note-taking sessions each month, while premium plans unlock further functionalities. The features and availability of My Notes can differ based on the specific plan, user account settings, type of meeting, and the platform being utilized. Furthermore, this tool enhances productivity by ensuring no important detail is overlooked in any conversation.

Zoom Revenue Accelerator is an AI-powered sales intelligence platform that combines conversation analytics, sales coaching, pipeline management, and revenue forecasting within a unified system. The software automatically captures and analyzes customer conversations across meetings, phone calls, email, SMS, and chat to identify important sales information. Its conversation intelligence capabilities detect buying signals, customer objections, competitor mentions, engagement patterns, and opportunities for follow-up. Sales Assist provides real-time guidance during customer interactions, including recommended responses, objection handling suggestions, and relevant sales content. Automated AI scorecards evaluate sales conversations against predefined criteria to help managers assess performance and identify coaching opportunities. AI Playbooks allow organizations to apply established sales methodologies consistently while automatically analyzing conversations and updating CRM records. Revenue intelligence dashboards consolidate customer communications, opportunity activity, and deal signals to help sales leaders identify pipeline risks and monitor sales performance. Ask ZRA enables users to ask natural language questions about customer interactions, sales trends, objections, and deal progression. The platform also provides AI-generated meeting summaries, follow-up emails, sales roleplay exercises, forecasting tools, and integrations with CRM systems and Zoom communication products.

Zoom Virtual Agent is an AI-powered conversational customer support platform designed to automate service interactions across phone, web chat, and mobile applications. The software uses natural language understanding and agentic AI to interpret customer requests, maintain conversational context, and complete multistep tasks. Its voice agents provide automated phone support, answer questions, perform actions, and route callers through Zoom Contact Center. Chat agents enable businesses to provide personalized digital assistance through websites, mobile applications, and supported contact center messaging channels. Zoom Virtual Agent includes an AI receptionist that greets callers, schedules appointments, takes messages, and directs inquiries to appropriate departments. Its AI Studio provides low-code development tools for designing conversational agents, configuring personalities, defining instructions, and creating automated workflows. Integration capabilities connect agents with customer relationship management systems, knowledge bases, ticketing platforms, and external APIs to retrieve information and update records. The platform supports multilingual interactions, customizable AI voices, human agent handoffs, and contextual information sharing across Zoom customer experience products. Reporting tools provide insights into customer engagement, automated resolution rates, conversation duration, cost savings, and agent performance.