FAQs in this section
What is Zoom Meet?
What are the benefits of Zoom and Vtiger CRM integration?
How can I create a Zoom meeting from the Events module?
What happens to the participant status in a Zoom meeting when an event is marked as held?
Can I get the recording link of the Zoom meeting?
How can I create a Zoom meeting from the Contacts module?
How can I send a Zoom meeting from Emails?
How can I create a Zoom meeting from the Web Chats module?
How can I deactivate Zoom meeting in the CRM?
How can I uninstall the Vtiger CRM app from my Zoom account?
I am getting the' You cannot authorize the app.' error in Zoom. What should I do?
How can I activate Zoom in Vtiger CRM?

How can I access Zoom meetings in the CRM?

Since Zoom is an app primarily used as a mode of communication, let us see where it is available in the CRM. Zoom Meet is available as:
  • Schedule Conference option in Contacts
  • Schedule Conference option in Deals
  • Activity Type dropdown in Events
  • Insert Links option in Emails
  • Schedule Conference option Web Chats
Well then, start creating Zoom meetings for your sales demos, training sessions, and weekly sales meetings without leaving your CRM!

Note: In Vtiger CRM, the Schedule Conference field refers to a meeting you want to schedule with your contact.

To know more about Zoom Meet, click here.
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