Connect Zoom to SmartChat
The reminder comes before the meeting, the follow-up after. SmartChat sends both on WhatsApp, and Zoom stays your place for the conversation.
Just before the meeting, the notification lights up.
You choose the timing
You set in the automation when the reminder goes out, for example a day or an hour before.
As an approved template
Everything outside the inbox is sent by SmartChat as a template approved by Meta. SmartChat AI writes it and submits it.
Follow-up questions in the inbox
When someone replies to the reminder, you see it in the inbox.
From registration to a seat in Zoom.
If your meeting has registration turned on, an automation can sign contacts up directly. Here's how it works.
Contact signs up
They sign up through a landing page, popup or QR code.
SmartChatThe automation starts
The trigger comes from SmartChat, for example the sign-up through the landing page.
TriggerZoom adds them
The action registers the contact for your meeting.
ZoomThe confirmation arrives
Your contact reads it on WhatsApp, matching the meeting.
WhatsApp
Who gets what and when?
Three industries, three occasions. Zoom runs alongside every time, and SmartChat takes care of the message.
Anyone who signs up learns the date, the plan and the group size.
The day before, the message says what the customer should have ready.
After the lesson come praise, a task and the next date.
What an automation in Zoom can trigger.
The connection's documentation lists these actions, among others. SmartChat AI picks them based on the goal you describe.
- Create a Zoom meeting next Tuesday at 5:00 p.m. for every trial lesson sign-up.
Create a meeting
A new meeting is created for the user you chose.
- Register every new contact from the landing page for the Zoom meeting on Thursday.
Register participants
Possible for meetings that have registration turned on.
- Move the Zoom meeting to 6:00 p.m. as soon as a note with the word Rescheduled is added.
Change meeting
The start time and other details can be adjusted later.
- Cancel the Zoom meeting as soon as the tag Course active is removed from the contact.
Cancel meeting
The action deletes or cancels the meeting.
- After the meeting, fetch the participants and send everyone who attended a thank-you message.
Retrieve attendees
For past meetings from the last 15 months.
- After the meeting, fetch the recording and let the contact know on WhatsApp that it's ready.
Fetch recording
Cloud recordings of a meeting are available.
Four steps to your follow-up flow.
You don't need technical know-how or a developer. SmartChat AI builds, you check.
- 1
Connect Zoom
You write it in the AI Chat and get a card with the connect button.
Please connect Zoom with SmartChat. - 2
Sign in to Zoom
A Zoom window opens. You choose your account and allow access, and you only enter your password there.
Login at Zoom, not at SmartChat. - 3
Describe the goal
You say what should happen after the meeting.
Send every participant a message with thanks and a follow-up date one day after the Zoom meeting. - 4
Check and switch on
SmartChat AI shows you the automation before it runs. You can undo changes.
You see the trigger, action and message before it starts.
The trial lesson in the video.
People joining for the first time feel unsure. A clear message takes the tension away.
Check the tech beforehand
The message reminds them about camera and sound before things start.
Friendly tone
The message sounds like it comes from the business itself, not like a form.
Replies come in
You see every reply in the inbox.
Meetings without and with support.
Without a message
- You remind every participant one by one, often too late.
- Anyone who missesthe invitation won't be at the meeting.
- After the meeting, nobody gets in touch anymore.
- For follow-up appointments, you follow up by hand.
Zoom with SmartChat
- The reminder runs on your schedule on its own.
- The contact has the appointment in WhatsApp.
- The follow-up comes without your help.
- Replies land in the inbox.
All about Zoom and SmartChat.
How do I connect Zoom?
Write in the AI Chatthat you'd like to connect Zoom. SmartChat AI shows you a card with the connect button. The Zoom sign-in window opens, where you choose your account and allow access.
Does SmartChat need my Zoom password?
No, you only enter it in the Zoom window.
Can SmartChat send the invitation by email?
No. SmartChat only sends on WhatsApp. You create the meeting access in Zoom, and SmartChat takes care of the message to the contact.
Can an automation create a meeting?
Yes, according to the docs there's an action for that. It also covers changing or canceling a meeting.
How do I register participants for a meeting?
With the register action. It works for meetings where you've turned on registration in Zoom.
Are there webinars?
The docs list actions for webinars, for example for registering. According to the docs, they require a Zoom plan from Pro upwards with the webinar add-on.
Can I use a meeting summary?
The docs list an action for Zoom's AI summaries, which only works for paid accounts. You can see in Zoom itself whether your Zoom version offers it.
How far back do the participant lists go?
The action for past meetings covers the last 15 months.
How does the end of a meeting get to SmartChat?
As an event sent to the secret webhook address of your automation, directly or through Make, Zapier or n8n. If the phone number is missing from the data, SmartChat skips the step.
Who can build automations?
Only admins, since only they work on automations with SmartChat AI.
How many automations are included?
Free and Starter each have one fixed automation for new contacts, Basic has three with one fixed, Pro has unlimited. An automation with Zoom counts as an extra one.
What does a WhatsApp after the meeting cost?
Why a template from Meta?
Messages outside the inbox only go out as templates that Meta has reviewed and approved. SmartChat AI writes them and submits them.
What does STOP do?
Anyone who writes STOP is unsubscribed right away and gets no more messages, neither newsletters nor automations.
Have conversations, don't chase people. In 60 seconds your system is ready.
Enter your website, and SmartChat AI builds your landing page, confirmation and thank-you message. Then you connect Zoom in the AI Chat.