Bonsai's ZoomMate integration lets you access and update your Bonsai data directly from Zoom, using natural language. You can look up tasks, create deals, update contacts, and more without switching apps.
Setting up the integration
Open the ZoomMate panel on your browser or Zoom Desktop Client. Click the + icon in the message input field.
Click Connectors, then find Manage Connectors.
Search for Bonsai and click Connect. You'll be taken to Bonsai's authorization page.
Sign in to Bonsai, select the company you want to connect, then click Authorize.
You'll return to Zoom automatically. The Bonsai connector is now active.
You'll need:
A paid Zoom license (Pro, Business, or Enterprise)
ZoomMate enabled on your Zoom account
How to ask ZoomMate for something
Type your request in plain language in the ZoomMate panel. A few examples:
Show me my open tasksCreate a deal for BrightTech, $5,000Update Alex Johnson's job title to VP Engineering
If your request is ambiguous (for example, two contacts with the same name), ZoomMate will ask you to clarify before making any changes.
What you can do
Note: This integration is currently in beta. We're actively building on it and more capabilities are on the way.
Tasks
You can list tasks, look up a specific task by name or ID, and create new tasks.
Example prompts:
List my tasks assigned to meShow me task #42Create a task called "Review contract" due June 20
Results are paginated. If you need more, ask for the next page.
Projects
You can list your projects.
Example prompt:
List all active projects
Team members
You can list team members. This is useful when you need someone's name or ID to assign a task or deal.
Example prompt:
List team members
Deals
You can list deals, create new ones, and update existing ones (title, value, stage, assignee, contacts, close date).
When creating or updating a deal with a specific pipeline stage, use the exact stage name from your Bonsai pipeline. If you're unsure of the names, ask ZoomMate to list your pipeline stages first.
Example prompts:
List open dealsCreate a deal for Acme Corp, $8,000, in the Proposal stageMove the BrightTech deal to WonWhat are my pipeline stages?
Companies
You can list companies, create new ones, and update existing ones (name, default contact, domains).
Example prompts:
Find the company BrightTechCreate a company called Acme Corp with domain acmecorp.comUpdate BrightTech's domain to brighttech.io
Contacts
You can list contacts, create new ones, and update existing ones (name, email, job title, phone number).
Using email when searching for a contact gives more reliable results than name alone, especially if you have common names in your CRM.
Example prompts:
Find alex@brighttech.comCreate a contact: Alex Johnson, CTO at BrightTech, alex@brighttech.comUpdate Alex Johnson's job title to VP Engineering
FAQ
Will new features be added?
Yes. This integration is in beta and we're actively working on expanding what you can do with Bonsai inside ZoomMate. More capabilities coming soon.
Why can't ZoomMate find my deal or contact?
Try using the full name or email address. Partial matches sometimes return no results.
Why isn't my pipeline stage being recognized when I create a deal?
Ask ZoomMate to list your pipeline stages first, then use the exact name it returns.
Why did the connection stop working?
Disconnect and reconnect from the ZoomMate panel. Click the + icon, go to Connectors, find Bonsai, disconnect, then reconnect.