Activate Zoom in Zoho CRM

Activate Zoom in Zoho CRM

  1. Install Zoom Extension (done for you)
  2. Go to Contacts
  3. Open the Side bar
  4. Click Plus Sign on Open Activities
  5. Choose Meeting
  6. Choose Make this an online meeting
  7. Click ?
  8. Click Zoom
  9. ‚ÄčChoose Authorize Zoom

    • Announcements

    • Price Adjustments

      We are truly grateful to all of first-year clients🙏🏼. We hope you have enjoyed our super low introductory rates. As our gift, existing clients may buy up to 50 hours of VA and/or ZAS hours at today's price when purchased before February 28. Click the
    • Welcome! READ ME FIRST!

      Hello and Welcome to Our Client Community! We've collected a few important notes for you to help navigate through this portal. We are so excited to be a part of your team and are here for you!  CLIENTS - Please sign in for additional access and information.
    • Related Articles

    • Using Zoom in Your CRM

      Zoom Zoom is a collaboration software which allows you to set up online meeting with participants. Integrating your Zoom account with Zoho CRM allows you to create events/meetings using Zoom directly from Zoho CRM. Schedule an Online Meeting Once the ...
    • How to Activate Applications in Zoho One

      This video will help you find a Zoho app that you don't readily see when you are at  If you don't see the app you are looking for in your Active Apps, choose ADMIN PANEL from the menu on the left. From there you will be directed to a ...
    • Zoho One Monthly Webinar Series: 04 Bookings - 2021 November

      November 2021:  Bookings Schedule of Webinar Topics:  See below. Handouts:  See PDF under Attachments. ​  
    • Zoho One Monthly Webinar Series: 02 Marketing Automation and Campaigns - 2021 June

      June 2021:  Marketing Automation and Campaigns Schedule of Webinar Topics:  See below. Handouts:  See PDF under Attachments.
    • New Zoho One Monthly Webinar Series

      Sign up for our monthly webinar series. You've invested in your business, committed to Zoho One  & are ready to take it to the next level. Join us for 1.5 hours of live demo. Session are recorded an accessible to active ...