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?
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 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 Contacts module?

Follow these steps to create a Zoom meeting from the Contacts module:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Contacts.
  5. Open any contact record.
  6. Click the More icon on the top right corner of the record.
  7. Select the Schedule Conference option in the dropdown.
  8. Enter the following information:
    • Event Name
    • Activity Type - Zoom Meet
    • Start Date
    • Start Time
    • Duration
  9. Click Add.
  10. Click Send to send the invite to the contact.
To know more about Zoom Meet, click here.
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