AI-Agents for Sales Coordinators working with Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Book Round Robin Appointments

Book prospect meetings across the team and send joining details.

Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.

Works with29 tools
Rank Real Estate Leads

Combine repeat form entries into one daily lead list.

Your team gets a real estate lead list every evening, with repeat visitors combined and clear follow-up requests at the top.

Works with38 tools
Send Seller Lead Emails

Follow up on seller leads and brief Agents on each inquiry.

Give homeowners a relevant first reply while your sales Agent gets the property details and questions needed for the next conversation.

Works with35 tools
Book Round Robin Meetings

Book emailed prospect meetings across available sales hosts.

Your meeting requests become round robin bookings, with an available host named in the confirmation email.

Works with10 tools
Book Virtual Client Meetings

Reserve client calls on the sales host's calendar.

Your client meeting requests become calendar bookings with private video links, and clients get the details by email.

Works with6 tools
Update Imported Lead Status

Update outreach fields for imported leads with clear matches.

See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.

Works with11 tools
Verify Prospect Emails

Send owners a short list of prospect addresses to fix.

Start your Monday follow-up with current address checks and a short list of prospects who need a replacement or review.

Works with6 tools
Send Meeting Times

Prepare prospect call options with bookable times in their time zone.

Get bookable options in your guest's work hours, with links ready to forward when you schedule a meeting across time zones.

Works with9 tools
Build Campaign Lead Lists

Combine saved prospects into one list for the sales team.

Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.

Works with7 tools
Send Sales Follow-Up Emails

Send follow-ups to interested leads and flag held emails for review.

Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.

Works with12 tools
Send Referral Follow-Ups

Track referral follow-ups and surface replies for the assigned rep.

Your unanswered introductions get a relevant follow-up when due, and you hear when a referred lead replies.

Works with6 tools
Send Working Booking Link

Find a working prospect meeting link for the same sales host.

Get a checked replacement for an invitee's booking link, with the right host and meeting type, or a clear reason to follow up.

Works with6 tools