Using Zoom in Your CRM

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 integration is enabled, you can create a meeting in Zoom from Zoho CRM.

To schedule an online meeting

  1. Go to the Activities module.
  2. Click + Event.
  3. In the Event Information page, do the following:
    • Enter the Event Name.
    • Enable Make this an Online Meeting checkbox.
    • Choose Zoom from the Online Meeting Provider drop-down list.

    • Authorize your Zoom account by clicking Authorize Zoom in the popup.

    • Enter Email and Password.
    • Click Sign In.
    • Click Accept after reading the permission requested by Zoho CRM.
    • Enter the duration of your meeting in the From and To fields.
      You can also enable the All Day checkbox, to fix your meeting for the entire day.
    • Select the Host for the event from the drop-down list.
    • Click + Add, select participants for the event and click Done
      .
  4. Click Save.

To schedule events from calendar

  1. Go to the Calendar.
  2. Select the date to which you would like to add the event and click New Event.

  3. Follow the steps as above and enter the Event Information.
  4. Click Save.

Invite Participants

Once the event is created you can invite participants from the record details page.

To invite participants from the record details page

  1. Go to the Activities module.
  2. Select the Event to which you want to add participants.
  3. In the Participants section, click + Add.

  4. Select the participants.
    You can also enter the email addresses of participants you would like to invite who are not part of your CRM account.
  5. Click Add.
  6. Click Send in the popup.
    An invitation will be sent to the participants.

Note
  1. You can also add participants while editing the event.To invite participants while editing
    1. Go to the Activities module.
    2. Select the event and click Edit.

    3. Click Add and select participants for the event.
      You can also enter the email addresses of participants you would like to invite who are not part of your CRM account.
    4. Click Done.
  2. You can view the attendee details by clicking Attended under the Participants section in the record details page.

Setup an Instant Meeting with a record

If you want to set up a meeting with your lead or contact immediately, you can use the Meet Now option from the record's details page.

To set up a meeting instantly

  1. Go to the Leads/Contacts module.
  2. Select a record.
  3. Click More > Meet Now > Zoom.

  4. Enter the Event Information and click Start Meeting.

Schedule an Online Meeting with a Record

If you wish to set up a meeting with a lead or contact to take place at a particular time, you can schedule an online meeting from the record's details page.

To schedule an Online Meeting

  1. Go to Leads/Contacts module.
  2. Select a record.
  3. Click More > Schedule Online Meeting.

  4. Enter the Event Information and click Save.

View online meeting in Calendar

The online meetings can be viewed from the calendar and are indicated by  icon.

Start a Meeting

You can start the meeting 15 minutes before the event start time from the record details page and Calendar. The Start Meeting button will appear in the event's notification, 5 minutes before the event could start.

To start a meeting from the record details page

  1. Go to Activities module.
  2. Select a record.
  3. Click Start Meeting.

    When you start a meeting for the first time, the Zoom desktop app will be downloaded.
  4. Run the downloaded file.
    If you have already installed Zoom, click Launch the App.

To start the meeting from calendar

  1. Go to Calendar and select the Date.
  2. Click the event.
  3. Click Start Meeting from the popup.

To start meeting from the activity reminders popup

  1. In the Activity Reminders pop-up, click the Start Meeting button. The Zoom desktop app opens.

Share Recording of Online Meeting

If you have recorded the online meeting, you can share it with, all participants, attendees, people who didn't attend the meeting or anyone else of your choice.

To share recording

  1. Go to the event details page and click More > Send Recording.

  2. Choose with whom you want to share the recording from the drop-down list.
  3. Click Send.

Disable Zoom Integration

To disable Zoom integration

  1. Go to Setup > Marketplace > All and select the Installed tab.
  2. Click Uninstall against Zoom.

  3. Click Ok in the confirmation popup.
  4. You can also deactivate by clicking Zoom > Disable.
    Submit your confirmation in the popup.



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