Freshworks CRM can now be integrated with Zoom. Increase your sales team’s productivity by scheduling and joining Zoom meetings right from your CRM.
How to enable Zoom in Freshworks CRM?
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.
Note: The account admin on Zoom in your organization has to approve Freshworks CRM on Zoom marketplace. Only after approval can you connect here.
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 Add video conferencing > click Zoom
Note: Click connect Zoom if you have not integrated your Zoom account with Freshworks CRM
From the Contacts/Accounts/Deals details page,
Click the Add meeting button on the details page of a record.
How to join an existing Zoom meeting?
From the meetings tab on the right
Click Join Meeting from the meetings tab on the right of a record.
Note: Join meeting button will be removed once you have checked out from the meeting
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 from Freshworks CRM?
1.Login to your Freshworks CRM account 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 Freshworks CRM account.
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.