Case Study: Workato achieves streamlined global collaboration and automated workflows with Zoom Video Communications

Zoom API Integrations Enable Workato to Work Smarter, Not Harder

Workato is an integration and automation platform that helps businesses “work smarter, not harder.” Facing the need to streamline sales workflows, simplify employee Zoom license management, and keep a growing global team engaged—especially during widespread remote work—Workato sought ways to optimize internal processes and improve collaboration without adding manual overhead.

Using the Zoom API, Workato built recipes that connect Zoom with tools like Gong and Slack (via its Workbot), automatically uploading and transcribing sales meetings for coaching, assigning Zoom licenses directly from Slack in under a minute, and powering remote recruiting, onboarding, and team‑building with Zoom features like Breakout Rooms. The result: faster, more scalable operations, improved sales coaching and close rates, near‑instant license changes, and stronger global employee engagement.

Workato

Steven Hoon

Business Engagement Manager