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 create a Zoom meeting from the Contacts module?
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 send a Zoom meeting via email?
Table of Contents
You can insert and send a Zoom meeting link to your contact or co-worker from the Compose Email window.
Let us consider this example from the Deals module.
Follow these steps to create a Zoom meeting from the Deals module:
Let us consider this example from the Deals module.
Follow these steps to create a Zoom meeting from the Deals module:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Sales.
- Select Deals.
- Open any deal record.
- Click the Email icon on the top right corner of the record.
- Click the Insert Links dropdown from the Compose Email window.
- Select the Schedule Conference option.
- Enter the following information:
- Event Name
- Activity Type - Zoom Meet
- Start Date
- Start Time
- Duration
- Click Add. The meeting information is added to your email.
- Add email content in the text window.
- Note: You can also select an existing email template by clicking the Select Email Template button instead of typing it from scratch. To know more about Email Templates, click here.
- Click Send.
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