The ShareBuilder Assistant is expanding its revenue workflow ecosystem with a new Connector that brings Zoom directly into the Assistant Skills platform. With the Zoom Connector, media teams can automatically coordinate meetings, webinars, and customer interactions without manual scheduling or disconnected follow-up.
About Zoom
Zoom is a leading video communication platform used for meetings, webinars, and virtual collaboration. It powers everything from one-on-one sales calls to large-scale marketing events, making it a core tool for prospect engagement and client communication.
For media organizations, Zoom often plays a central role in discovery calls, proposal walkthroughs, campaign planning, training sessions, and advertiser presentations.
This is the Zoom Connector
The Zoom Connector allows your Assistant Skills to create and manage Zoom meetings and webinars as part of a structured workflow. Instead of manually scheduling calls, sending links, and updating records, the Assistant can coordinate everything automatically.
Automate meeting creation at the right moment
Trigger Zoom meeting creation when meaningful events occur, such as:
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A new qualified opportunity is created
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A deal advances to a presentation stage
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A spec spot or proposal is ready for review
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A renewal discussion is due
The Assistant can generate the meeting, retrieve join links, and distribute them to the appropriate participants through CRM, email, or collaboration tools.
Streamline webinar and event coordination
For larger campaigns or advertiser education sessions, Skills can automate webinar scheduling and participant management. The Assistant can:
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Register attendees
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Track participation status
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Retrieve meeting details for downstream workflows
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Coordinate reminders and follow-up
This reduces administrative overhead and keeps events tightly aligned with revenue processes.
Connect conversations to your system of record
Meetings should not live in isolation. With Zoom connected, Skills can automatically:
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Log meeting details back to CRM
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Update opportunity stages after scheduled milestones
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Trigger follow-up tasks after calls conclude
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Route recordings or summaries to the right teams
The result is tighter alignment between live conversations and revenue execution.
Support intelligent, human-in-the-loop workflows
The Assistant can schedule a meeting and then pause until it is completed, ensuring that downstream actions only happen after the conversation takes place. It can also surface recommendations, suggest attendees, or escalate based on deal value or engagement level.
Automation handles coordination. Your team stays in control of the conversation.
Zoom Connector abilities at launch
Triggers
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New meeting created
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Webinar events and participant activity
Actions
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Create meetings
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Create webinars
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Register participants
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Retrieve meeting and webinar details
Assistant Skills
Skills are the workflows you train the ShareBuilder Assistant to run for your team. Create a Skill and the Assistant executes playbooks, coordinates processes, updates systems, and communicates across platforms automatically.
Availability
ShareBuilders plans to offer Assistant Skills in a limited beta preview to select customers in early Q2 2026, followed by broader availability shortly thereafter. Assistant Skills will be sold as a standalone product with predictable pricing using a single flat fee rather than per-step, per-user, or per-workflow charges.
For more information
To learn more about ShareBuilder Assistant Skills, request beta access, or discuss adding your application to the Skills Connector Marketplace, visit https://www.share-builders.com/assistant/skills/ or contact ShareBuilders at:
chris.koller@share-builders.com
About ShareBuilders
ShareBuilders delivers a media-focused sales platform that includes Pricing, CRM, Data Enrichment, and workflow automation. Built specifically for media organizations, ShareBuilders helps teams manage pipelines, activity, and performance with secure cloud access and mobile tools designed for sellers on the go.
