FAQs in this section
What is Zoom Meet?
What are the benefits of Zoom and Vtiger CRM integration?
How can I activate Zoom in Vtiger CRM?
How can I access Zoom meetings in the CRM?
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 create a Zoom meeting from the Events module?
Table of Contents
Follow these steps to create a Zoom meeting from the Events module:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Events.
- Click +Add Event.
- Enter the following mandatory information:
- Name
- Activity Type - Zoom Meet
- Start Date & Time
- End Date & Time
- Participants
- You can add other details like Agenda, Location, etc.
- Click Save.
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