Managing large projects can be a challenge — whether you’re struggling to keep everyone in the loop or stay on top of deadlines, you’ll want to leverage the best possible tools at your disposal to ensure success. Especially as remote and freelance work becomes increasingly popular, having tools that connect individuals over the web is critical. Zoom, a video conferencing app, is one of the best tools on the market for remote collaboration. The tool, which has been valued at $1 billion, is a fantastic piece of software for quickly and easily setting up webinars, meetings and conference calls.
But, businesses these days utilize a whole host of different programs and plugins to help their operations run smoother. With that in mind, we wanted to take a moment to review some of our favorite Zoom integrations for project management, designed to help you use the platform efficiently and comprehensively.
Starting with the basics, integrating Google Calendar with Zoom is a simple process in Zapier, a service that allows quick connection of web-based apps. While it’s not the most complicated integration, it easily allows you to schedule a meeting in Zoom and automatically add it to any Google Calendar of your choice. This is especially useful for projects that have shared team calendars, and will make organizing team meetings and internal communication easier. With this integration, you can also automatically create detailed calendar events whenever you create a Zoom meeting. If your project relies heavily on shared calendars, this is super helpful because you won’t have to spend double the time populating the calendar invite. You’ll even have direct Zoom links automatically added to the corresponding meeting, so when the time comes it’s just a matter of clicking and connecting. If your team uses Google Calendar, or if you simply have to schedule a lot of meetings, this integration will save you a ton of time and effort, streamlining overall processes and communication.
Another popular tool that teams often use to keep in contact or discuss ideas is Slack. Quite often when deadlines are looming, team members with specific tasks will be too focused to check their schedule and remember any Zoom meetings they might need to be a part of. This Zoom and Slack integration is great because it will automatically post meeting reminders in specific Slack groups — no more missing important meetings or running late for check-ins with your manager. You can also configure it to send custom messages to specific Slack channels, or even contact a user directly — this is especially helpful if you know someone who is prone to forgetting meetings, or you simply want to send yourself a personal reminder. It’s like having an automated assistant.
If your project relies on sales and webinars, then you’ll find a whole host of integrations at your disposal to help you track registrations before and after, as well as follow up with them as potential leads, which will save you a lot of time and leg work. Connecting Zoom and MailChimp is a simple and effective method of managing email follow-up with webinar registrants. The best part of this integration? It’s a two way sync, which means you can configure this integration to add new webinar registrants as MailChimp subscribers automatically, and add these subscribers as webinar registrants. This way, both platforms run side by side to give you a well rounded marketing presence.
Another option for webinar follow-ups is to integrate Zoom with Salesforce. With this integration, whenever someone registers for your Zoom webinar, they will be automatically added as a new lead in Salesforce so you can follow up later without taking down any information manually. By integrating the two, you can also have Zoom meetings automatically scheduled as events in Salesforce.
If you use Coda to manage your meeting notes or log your general project activity, then you’ll definitely want to integrate it with Zoom to make your life a little easier, especially if you have to attend a lot of meetings and keep track of lots of moving parts. By integrating Zoom and Coda, whenever you create a Zoom meeting you’ll create a corresponding row in a Coda table — this is great for making sure you’re not mixing up meetings and notes. This integration is also particularly useful if you want to share any thoughts or concerns that came up in the meeting with your team. It’s another fairly simple integration, but it can drastically improve productivity.
Zoom can also be seamlessly integrated into any projects you run in Hive. You can easily start a meeting from any project, group or individual chat by typing “/zoom” in the chat box. Setting this up is as simple as heading to Hive apps, clicking on Zoom and confirming your Zoom details.
Once you’ve saved them, you’ll be able to start Zoom meetings in your team chat with no downtime. This allows you to move between our productivity tool and Zooms video conferencing in seconds. Because Hive offers you a broad and flexible set of management tools, you can easily plan meetings, prepare notes and presentation information and communicate with your team well in advance, so when it comes time to get on a conference call you’ll have everything you need to discuss already in front of you.
Hive’s also the most comprehensive project management tool on the market — it’s got email, chat, projects and notes all in the app itself. So if you’re looking for some efficient ways to fold Zoom into your project management and want to know which apps are best to use, maybe it’s time to consider ditching the individual apps altogether and opting for a platform that covers all of that functionality and more, like Hive.