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,

  1. Click the Profile icon > Calendar and Conferencing

  1. Click Zoom. This takes you to a page where you will be requested to authorize the Zoom integration.

  1. Sign in to your Zoom account

  2. Click Authorize. This initiates the integration between the two accounts.

  3. You will receive a success message once the integration is completed.

Note: The account admin on Zoom in your organization has to approve the web application on Zoom marketplace. Only after approval can you connect here.

How to add a Zoom meeting?

  1. From the Quick Add button,

    1. Click on the + Quick add button > Add Meeting

  1. In the ADD MEETING overlay, fill in the meeting details and click on

Note: Click connect Zoom here if you have not integrated your Zoom account with the web application

  1. 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?

  1. From the Activities tab

Click Join Meeting from the Activities tab on the right of a record.

Note:  Join meeting button will be removed once you have checked out from the meeting

  1. From the notifications section

Click on the Join meeting button from a meeting notification section.

  1. 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, 

  1. Login to your Zoom account and navigate to the Zoom App Marketplace. 

  2. Click Manage > Installed apps or search for the Freshworks CRM app. 

  3. Click the Freshworks CRM app.

  4. Click uninstall.