FAQs in this section
What is Zoom Meet?
What are the benefits of Zoom and Vtiger CRM integration?
How do I activate Zoom in Vtiger CRM?
How do I access Zoom meetings in the CRM?
How do I create an event with a Zoom Meet from the Events module?
What happens to the participant status in a Zoom meeting when an event is marked as held?
How do I get a recording of a Zoom Meet event?
How do I send a Zoom meeting via email?
How do I create a Zoom meeting from the Web Chats module?
How do I uninstall or deactivate Zoom Meet in the CRM?
How do 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 do I create a Zoom meeting from the Contacts module?
Table of Contents
Follow these steps to create a Zoom meeting from the Contacts module:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Contacts.
- Open any contact record.
- Click the More icon on the top right corner of the record.
- Select the Schedule Conference option in the dropdown.
- Enter the following information:
- Event Name
- Activity Type - Zoom Meet
- Start Date
- Start Time
- Duration
- Click Add.
- Click Send to send the invite to the contact.
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