You can integrate the web application with Zoom. Increase your sales team’s productivity by scheduling and joining Zoom meetings right from the web application.
How to enable Zoom?
To enable Zoom integration,
Click the Profile icon > Calendar and Conferencing
Click Zoom. This takes you to a page where you will be requested to authorize the Zoom integration.
Sign in to your Zoom account
Click Authorize. This initiates the integration between the two accounts.
You will receive a success message once the integration is completed.
How to add a Zoom meeting?
From the Quick Add button,
Click on the + Quick add button > Add Meeting
In the ADD MEETING overlay, fill in the meeting details and click on
From the Contacts/Accounts/Deals details page,
On the details page, click the Add sales activity button and choose the Add meeting option.
How to join an existing Zoom meeting?
From the Activities tab
Click Join Meeting from the Activities tab on the right of a record.
From the notifications section
Click on the Join meeting button from a meeting notification section.
From the Activities Dashboard
Click on the Join meeting button to the right of a meeting from the Activities Dashboard
How to uninstall Zoom?
1.Login to your web application and go to Profile Settings > Calendar and Conferencing.
2. Click the delete icon to remove the Zoom Integration. This removes the Zoom integration from your web application.
To remove the integration from within Zoom,
Login to your Zoom account and navigate to the Zoom App Marketplace.
Click Manage > Installed apps or search for the Freshworks CRM app.
Click the Freshworks CRM app.