I hope you are well. We are a software company in the real estate industry space based in the USA. We are looking to retrieve data from Zoom calls (after completion) to check if participants (users using our SaaS product) attended our onboarding sessions with the support team. Specifically, we want to push a notification (Yes/No response) to our custom-developed admin panel within our CRM software.
Could you please guide us on the following:
Is it possible for Zoom to notify us whether a participant attended a meeting?
Which API should our developers work with to achieve this functionality?
Can the notification be pushed directly to our CRM system?
Any other detailed insights/instructions or examples would be greatly appreciated. Thank you for your assistance.
You can use our webhooks and apis or a combination of both to get your desired results:
meeting.participant_joined: This webhook triggers when a participant joins a meeting. You can use this to immediately update your CRM, indicating that a specific user has joined the onboarding session.
meeting.participant_left: This webhook triggers when a participant leaves a meeting. Use this to log when the participant exits the session, allowing you to track how long they stayed.
meeting.ended: Once the meeting ends, this webhook can trigger a process to finalize and consolidate all collected attendance data.
Here is one implementation of our apis and webhooks that you can use:
As participants join your onboarding session, the meeting.participant_joined webhook triggers, and your CRM is updated in real-time.
If a participant leaves early, the meeting.participant_left webhook ensures the CRM records the exact duration they attended.
After the session ends, the Meeting Participant Report API is called to cross-check and finalize attendance records. The CRM is then updated with the complete data, and notifications are pushed to the relevant teams.